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Enterprise Products Partners

905 hedge funds and large institutions have $21.9B invested in Enterprise Products Partners in 2017 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 319 increasing their positions, 331 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more call options, than puts

Call options by funds: $180M | Put options by funds: $77.2M

75% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 40

3% more funds holding in top 10

Funds holding in top 10: 7981 (+2)

2% more funds holding

Funds holding: 886905 (+19)

4% more capital invested

Capital invested by funds: $21B → $21.9B (+$830M)

0.46% more ownership

Funds ownership: 36.99%37.44% (+0.46%)

4% less repeat investments, than reductions

Existing positions increased: 319 | Existing positions reduced: 331

Holders
905
Holders Change
+19
Holders Change %
+2.14%
% of All Funds
22.53%
Holding in Top 10
81
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.53%
% of All Funds
2.02%
New
70
Increased
319
Reduced
331
Closed
40
Calls
$180M
Puts
$77.2M
Net Calls
+$103M
Net Calls Change
-$22.8M
Name Holding Trade Value Shares
Change
Change in
Stake
MFBTD
851
MB Financial Bank - Trust Department
Illinois
$79K
TFO
852
Tarbox Family Office
California
$78K +$79.2K +2,834 New
HCM
853
Highlander Capital Management
New Jersey
$77K -$106K -3,800 -58%
NC
854
NewSquare Capital
Pennsylvania
$77K
HA
855
Harfst & Associates
Wyoming
$74K +$75.2K +2,692 New
QCG
856
Quadrant Capital Group
Ohio
$73K +$4.67K +167 +7%
FPFS
857
First Personal Financial Services
North Carolina
$72K
PFSC
858
Peoples Financial Services Corp
Pennsylvania
$72K
PA
859
Perennial Advisors
New York
$69K
HI
860
Hudock Inc
Pennsylvania
$69K +$922 +33 +1%
ATC
861
Adirondack Trust Company
New York
$65K
SBL
862
Sargent Bickham Lagudis
Colorado
$64K -$14.6K -524 -19%
TF
863
Tompkins Financial
New York
$60K -$19.4K -695 -24%
AF
864
Allworth Financial
California
$60K
GI
865
Gradient Investments
Minnesota
$58K
SQA
866
Simon Quick Advisors
New Jersey
$55K -$33.5K -1,200 -38%
GWA
867
Guidant Wealth Advisors
Illinois
$55K
AA
868
AlphaMark Advisors
Kentucky
$55K +$44.7K +1,600 +411%
M
869
MOTCO
Texas
$55K +$55.9K +2,000 New
LA
870
Legacy Advisors
Pennsylvania
$45K +$27.9K +1,000 +152%
BKA
871
Brick & Kyle Associates
Pennsylvania
$44K -$91K -3,258 -67%
CFS
872
Commonwealth Financial Services
West Virginia
$42K
CPA
873
Clear Perspective Advisors
Illinois
$41K +$3.91K +140 +11%
AIL
874
AGF Investments LLC
Ontario, Canada
$38K +$37.9K +1,356 New
JFGIW
875
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$35K -$65.8K -2,357 -65%

EPD Hedge Fund Activity: Q1 2017 in Review

905 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Enterprise Products Partners (EPD) for Q1 2017, worth a combined $21.9B — up 3.9% from $21B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new EPD positions and 40 closed out — a net gain of 30 holders — while 319 added to existing stakes and 331 trimmed.

The largest buyer was Chickasaw Capital Management, adding an estimated $117M. The largest seller was ING Group, cutting an estimated $133M.

  • 905 institutional investors held Enterprise Products Partners (EPD) as of Q1 2017, up from 886 in Q4 2016.
  • Funds reported $21.9B of Enterprise Products Partners stock for Q1 2017, up 3.9% quarter-over-quarter.
  • 70 funds opened new Enterprise Products Partners positions in Q1 2017 and 40 closed out, a net change of +30 holders.
  • The largest Enterprise Products Partners buyer in Q1 2017 was Chickasaw Capital Management, an estimated $117M added.
  • The largest Enterprise Products Partners seller in Q1 2017 was ING Group, an estimated $133M sold.

Based on aggregated 13F filings for Q1 2017.