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Enterprise Products Partners

990 hedge funds and large institutions have $22.9B invested in Enterprise Products Partners in 2018 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 304 increasing their positions, 369 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

237% more call options, than puts

Call options by funds: $263M | Put options by funds: $78M

74% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 38

12% more funds holding in top 10

Funds holding in top 10: 7584 (+9)

6% more capital invested

Capital invested by funds: $21.7B → $22.9B (+$1.28B)

2% more funds holding

Funds holding: 969990 (+21)

0.4% more ownership

Funds ownership: 36.3%36.7% (+0.4%)

18% less repeat investments, than reductions

Existing positions increased: 304 | Existing positions reduced: 369

Holders
990
Holders Change
+21
Holders Change %
+2.17%
% of All Funds
22.63%
Holding in Top 10
84
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+12%
% of All Funds
1.92%
New
66
Increased
304
Reduced
369
Closed
38
Calls
$263M
Puts
$78M
Net Calls
+$185M
Net Calls Change
+$7.65M
Name Holding Trade Value Shares
Change
Change in
Stake
KFA
826
Kelleher Financial Advisors
New York
$225K -$30.8K -1,067 -12%
AWE
827
Avidian Wealth Enterprises
Texas
$224K -$8.67K -300 -4%
PIA
828
Pinion Investment Advisors
Kansas
$223K -$5.78K -200 -3%
FHC
829
First Heartland Consultants
Missouri
$222K +$1.65K +57 +0.7%
BL
830
BCWM LLC
Kansas
$221K
SFG
831
StrategIQ Financial Group
Indiana
$221K
PCA
832
Personal Capital Advisors
California
$219K +$221K +7,638 New
AP
833
Atwood & Palmer
Missouri
$217K
FI
834
FormulaFolio Investments
Michigan
$215K
MIM
835
Miller Investment Management
Pennsylvania
$215K
WMC
836
Westwood Management Corporation
Illinois
$215K
FPGK
837
Financial Partners Group (Kansas)
Kansas
$215K +$2.77K +96 +1%
RFWA
838
RPg Family Wealth Advisory
Massachusetts
$215K +$2.08K +72 +1%
JLBC
839
J.L. Bainbridge & Co
Florida
$212K +$214K +7,396 New
FMWA
840
Forvis Mazars Wealth Advisors
Missouri
$211K -$28.3K -981 -12%
CFG
841
CKW Financial Group
Hawaii
$211K +$209K +7,230 New
HPIA
842
Hamilton Point Investment Advisors
North Carolina
$210K
PCM
843
Parsons Capital Management
Rhode Island
$208K -$33.2K -1,150 -14%
BCI
844
Brinker Capital Investments
Pennsylvania
$208K +$22.4K +775 +12%
1IA
845
1834 Investment Advisors
Wisconsin
$208K +$41.9K +1,450 +25%
CCM
846
Carlson Capital Management
Minnesota
$208K +$210K +7,251 New
BAM
847
Berkshire Asset Management
Pennsylvania
$207K -$44.8K -1,549 -18%
CB
848
Cadence Bank
Mississippi
$207K +$209K +7,216 New
CPIA
849
Cornell Pochily Investment Advisors
New York
$206K +$207K +7,177 New
NWM
850
Northwest Wealth Management
Iowa
$203K

EPD Hedge Fund Activity: Q3 2018 in Review

990 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Enterprise Products Partners (EPD) for Q3 2018, worth a combined $22.9B — up 5.9% from $21.7B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new EPD positions and 38 closed out — a net gain of 28 holders — while 304 added to existing stakes and 369 trimmed.

The largest buyer was UBS Group, adding an estimated $127M. The largest seller was Credit Suisse, cutting an estimated $64.1M.

  • 990 institutional investors held Enterprise Products Partners (EPD) as of Q3 2018, up from 969 in Q2 2018.
  • Funds reported $22.9B of Enterprise Products Partners stock for Q3 2018, up 5.9% quarter-over-quarter.
  • 66 funds opened new Enterprise Products Partners positions in Q3 2018 and 38 closed out, a net change of +28 holders.
  • The largest Enterprise Products Partners buyer in Q3 2018 was UBS Group, an estimated $127M added.
  • The largest Enterprise Products Partners seller in Q3 2018 was Credit Suisse, an estimated $64.1M sold.

Based on aggregated 13F filings for Q3 2018.