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Enterprise Products Partners
EPD

888 hedge funds and large institutions have $21.9B invested in Enterprise Products Partners in 2017 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 319 increasing their positions, 305 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

137% more call options, than puts

Call options by funds: $165M | Put options by funds: $69.5M

1% more funds holding in top 10

Funds holding in top 10: 81 → 82 (+1)

5% more repeat investments, than reductions

Existing positions increased: 319 | Existing positions reduced: 305

0.34% more ownership

Funds ownership: 37.44% → 37.78% (+0.34%)

0% more capital invested

Capital invested by funds: $21.9B → $21.9B (+$56.3M)

2% less funds holding

Funds holding: 905 → 888 (-17)

10% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 58

Holders
888
Holders Change
-17
Holders Change %
-1.88%
% of All Funds
22.14%
Holding in Top 10
82
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.23%
% of All Funds
2.04%
New
52
Increased
319
Reduced
305
Closed
58
Calls
$165M
Puts
$69.5M
Net Calls
+$95.4M
Net Calls Change
-$7.58M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$309M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$260M
3
Principal Financial Group
Principal Financial Group
Iowa
+$143M
4
CBOA
Commonwealth Bank of Australia
Australia
+$107M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$46.2M

Top Sellers

1
HFA
Harvest Fund Advisors
Pennsylvania
-$69.5M
2
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$59.2M
3
AA
ALPS Advisors
Colorado
-$54.8M
4
N
Nuveen
North Carolina
-$50.1M
5
CCCA
Center Coast Capital Advisors
Texas
-$29.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
QAM
851
QCI Asset Management
New York
$60K -$24.4K -900 -29%
GI
852
Gradient Investments
Minnesota
$60K +$3.68K +136 +7%
AF
853
Allworth Financial
California
$59K – – –
TF
854
Tompkins Financial
New York
$59K – – –
AA
855
AlphaMark Advisors
Kentucky
$54K – – –
GWA
856
Guidant Wealth Advisors
Illinois
$54K – – –
LA
857
Legacy Advisors
Pennsylvania
$44K – – –
AIM
858
Advantage Investment Management
Iowa
$41K +$10.6K +390 +35%
ST
859
Sageworth Trust
Pennsylvania
$41K +$40.6K +1,500 New
CPA
860
Clear Perspective Advisors
Illinois
$40K – – –
JFGIW
861
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$34K – – –
DBT
862
Dubuque Bank & Trust
Iowa
$32K -$70.8K -2,615 -69%
Thrivent Financial for Lutherans
863
Thrivent Financial for Lutherans
Minnesota
$32K – – –
CFN
864
Cordasco Financial Network
Florida
$31K – – –
MLFP
865
MPS Loria Financial Planners
Illinois
$31K +$33.8K +1,248 New
SWA
866
Sutton Wealth Advisors
Florida
$29K – – –
CCM
867
Cribstone Capital Management
Maine
$29K – – –
Carson Wealth (CWM LLC)
868
Carson Wealth (CWM LLC)
Nebraska
$28K – – –
PCFFS
869
Pacific Center for Financial Services
California
$28K – – –
SIAP
870
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$28K +$108 +4 +0.4%
AAC
871
Asset Advisors Corp
Georgia
$27K – – –
LWM
872
Lenox Wealth Management
Ohio
$27K +$27.1K +1,000 New
AF
873
Arrow Financial
New York
$26K – – –
HWP
874
Hefty Wealth Partners
Indiana
$24K – – –
TIM
875
Tortoise Investment Management
New York
$24K – – –
33 34
35
36 37

EPD Hedge Fund Activity: Q2 2017 in Review

888 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Enterprise Products Partners (EPD) for Q2 2017, worth a combined $21.9B — up 0.26% from $21.9B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of EPD and 52 opened new positions — a net loss of 6 holders — while 305 trimmed existing stakes and 319 added.

The largest buyer was Bank of America, adding an estimated $309M. The largest seller was Harvest Fund Advisors, cutting an estimated $69.5M.

  • 888 institutional investors held Enterprise Products Partners (EPD) as of Q2 2017, down from 905 in Q1 2017.
  • Funds reported $21.9B of Enterprise Products Partners stock for Q2 2017, up 0.26% quarter-over-quarter.
  • 52 funds opened new Enterprise Products Partners positions in Q2 2017 and 58 closed out, a net change of -6 holders.
  • The largest Enterprise Products Partners buyer in Q2 2017 was Bank of America, an estimated $309M added.
  • The largest Enterprise Products Partners seller in Q2 2017 was Harvest Fund Advisors, an estimated $69.5M sold.

Based on aggregated 13F filings for Q2 2017.