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Enterprise Products Partners
EPD

970 hedge funds and large institutions have $20.9B invested in Enterprise Products Partners in 2017 Q4 according to their latest regulatory filings, with 142 funds opening new positions, 282 increasing their positions, 360 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

222% more call options, than puts

Call options by funds: $305M | Put options by funds: $94.6M

137% more first-time investments, than exits

New positions opened: 142 | Existing positions closed: 60

8% more funds holding

Funds holding: 897 → 970 (+73)

6% more funds holding in top 10

Funds holding in top 10: 80 → 85 (+5)

1% less capital invested

Capital invested by funds: $21.1B → $20.9B (-$190M)

1.19% less ownership

Funds ownership: 37.65% → 36.46% (-1.2%)

22% less repeat investments, than reductions

Existing positions increased: 282 | Existing positions reduced: 360

Holders
970
Holders Change
+73
Holders Change %
+8.14%
% of All Funds
22%
Holding in Top 10
85
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+6.25%
% of All Funds
1.93%
New
142
Increased
282
Reduced
360
Closed
60
Calls
$305M
Puts
$94.6M
Net Calls
+$210M
Net Calls Change
+$89.8M

Top Buyers

Rank Fund Capital Flow
1
Blackstone Inc
Blackstone Inc
New York
+$1.05B
2
UBS Group
UBS Group
Switzerland
+$252M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$175M
4
Morgan Stanley
Morgan Stanley
New York
+$132M
5
BC
Brookfield Corp
Ontario, Canada
+$99.1M

Top Sellers

Rank Fund Capital Flow
1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$266M
2
Bank of America
Bank of America
North Carolina
-$258M
3
ST
Sentinel Trust
Texas
-$117M
4
ZP
Zimmer Partners
New York
-$84.2M
5
Deutsche Bank
Deutsche Bank
Germany
-$77.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
FAIM
826
Financial Advocates Investment Management
Washington
$219K +$210K +8,276 New
MCP
827
Mirador Capital Partners
California
$218K +$6.96K +275 +3%
PSF
828
Pacific Sun Financial
California
$218K +$208K +8,220 New
PP
829
Palladium Partners
Virginia
$217K -$17.4K -689 -8%
SEM
830
Suncoast Equity Management
Florida
$216K -$7.09K -280 -3%
LNB
831
Ledyard National Bank
$215K -$49.8K -1,965 -19%
BOTW
832
Bank of the West
California
$215K +$205K +8,095 New
BRA
833
Biechele Royce Advisors
Indiana
$214K +$205K +8,083 New
GI
834
GS Investments
Minnesota
$212K – – –
KB
835
Kimelman & Baird
New York
$212K – – –
MCM
836
Mengis Capital Management
Oregon
$212K – – –
CG
837
Colony Group
Massachusetts
$210K -$31.4K -1,240 -14%
CHJWM
838
Carlton Hofferkamp & Jenks Wealth Management
Texas
$209K -$25.3K -1,000 -11%
PCM
839
Parsons Capital Management
Rhode Island
$209K – – –
RWM
840
Rench Wealth Management
Texas
$208K +$3.29K +130 +2%
PAMG
841
Patton Albertson Miller Group
Tennessee
$205K – – –
SNBOSCI
842
Security National Bank of Sioux City Iowa
Iowa
$202K +$192K +7,600 New
CCA
843
Cobblestone Capital Advisors
New York
$201K +$192K +7,567 New
SL
844
Summitry LLC
California
$201K +$192K +7,600 New
MIM
845
Miller Investment Management
Pennsylvania
$199K – – –
VIA
846
Vantage Investment Advisors
Pennsylvania
$194K +$101K +3,992 +120%
HCM
847
Highlander Capital Management
New Jersey
$188K +$134K +5,300 +294%
ST
848
Smithfield Trust
Pennsylvania
$181K – – –
JCM
849
Jacobi Capital Management
Pennsylvania
$177K +$658 +26 +0.4%
UOTTAIMCU
850
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$176K +$168K +6,640 New
32 33
34
35 36

EPD Hedge Fund Activity: Q4 2017 in Review

970 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Enterprise Products Partners (EPD) for Q4 2017, worth a combined $20.9B — down 0.9% from $21.1B a quarter earlier.

Buyers outnumbered sellers: 142 funds opened new EPD positions and 60 closed out — a net gain of 82 holders — while 282 added to existing stakes and 360 trimmed.

The largest buyer was Blackstone Inc, opening a new position worth an estimated $1.05B. The largest seller was Bank of Montreal, cutting an estimated $266M.

  • 970 institutional investors held Enterprise Products Partners (EPD) as of Q4 2017, up from 897 in Q3 2017.
  • Funds reported $20.9B of Enterprise Products Partners stock for Q4 2017, down 0.9% quarter-over-quarter.
  • 142 funds opened new Enterprise Products Partners positions in Q4 2017 and 60 closed out, a net change of +82 holders.
  • The largest Enterprise Products Partners buyer in Q4 2017 was Blackstone Inc, an estimated $1.05B added.
  • The largest Enterprise Products Partners seller in Q4 2017 was Bank of Montreal, an estimated $266M sold.

Based on aggregated 13F filings for Q4 2017.