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Enterprise Products Partners

949 hedge funds and large institutions have $19.1B invested in Enterprise Products Partners in 2018 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 337 increasing their positions, 333 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more call options, than puts

Call options by funds: $181M | Put options by funds: $125M

1% more repeat investments, than reductions

Existing positions increased: 337 | Existing positions reduced: 333

0.38% less ownership

Funds ownership: 36.46%36.08% (-0.38%)

2% less funds holding

Funds holding: 970949 (-21)

9% less capital invested

Capital invested by funds: $20.9B → $19.1B (-$1.78B)

10% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 78

15% less funds holding in top 10

Funds holding in top 10: 8572 (-13)

Holders
949
Holders Change
-21
Holders Change %
-2.16%
% of All Funds
21.75%
Holding in Top 10
72
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-15.29%
% of All Funds
1.65%
New
70
Increased
337
Reduced
333
Closed
78
Calls
$181M
Puts
$125M
Net Calls
+$56.5M
Net Calls Change
-$153M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
851
Avondale Wealth Management
Texas
$129K
JFGIW
852
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$129K
PG
853
Patten Group
Tennessee
$126K
PMFA
854
Plante Moran Financial Advisors
Michigan
$124K
PFGIA
855
Patriot Financial Group Insurance Agency
Massachusetts
$123K -$106K -3,992 -44%
LWCFA
856
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$122K
RFWA
857
RPg Family Wealth Advisory
Massachusetts
$120K +$27.9K +1,048 +27%
LA
858
Legacy Advisors
Pennsylvania
$120K +$39.5K +1,485 +47%
PFA
859
Pathway Financial Advisors
Vermont
$117K
VCM
860
Vigilant Capital Management
Maine
$116K
KCPG
861
Kavar Capital Partners Group
Kansas
$113K +$123K +4,620 New
DWA
862
Divergent Wealth Advisors
Utah
$109K +$119K +4,459 New
PCG
863
Private Capital Group
Connecticut
$103K +$13.1K +493 +13%
BWM
864
Baystate Wealth Management
Massachusetts
$103K +$13.3K +500 +15%
FMP
865
Financial Management Professionals
Texas
$101K
SFA
866
Spectrum Financial Alliance
Kentucky
$100K +$109K +4,100 New
RCAG
867
Rehmann Capital Advisory Group
Michigan
$98K +$107K +4,001 New
BBA
868
Braun-Bostich & Associates
Pennsylvania
$93K
AWM
869
Aevitas Wealth Management
Massachusetts
$91K
BCI
870
Brinker Capital Investments
Pennsylvania
$86K +$7.99K +300 +9%
NIMI
871
Natixis Investment Managers International
France
$86K +$93.1K +3,496 New
BFC
872
Bedel Financial Consulting
Indiana
$86K +$93.7K +3,520 New
OFW
873
Omnia Family Wealth
Florida
$85K
OPWM
874
Oak Point Wealth Management
Michigan
$84K +$25.5K +958 +38%
FPFS
875
First Personal Financial Services
North Carolina
$83K

EPD Hedge Fund Activity: Q1 2018 in Review

949 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Enterprise Products Partners (EPD) for Q1 2018, worth a combined $19.1B — down 8.5% from $20.9B a quarter earlier.

Sellers outnumbered buyers: 78 funds closed out of EPD and 70 opened new positions — a net loss of 8 holders — while 333 trimmed existing stakes and 337 added.

The largest buyer was Bank of America, adding an estimated $216M. The largest seller was Blackstone Inc, exiting entirely with an estimated $1.1B sold.

  • 949 institutional investors held Enterprise Products Partners (EPD) as of Q1 2018, down from 970 in Q4 2017.
  • Funds reported $19.1B of Enterprise Products Partners stock for Q1 2018, down 8.5% quarter-over-quarter.
  • 70 funds opened new Enterprise Products Partners positions in Q1 2018 and 78 closed out, a net change of -8 holders.
  • The largest Enterprise Products Partners buyer in Q1 2018 was Bank of America, an estimated $216M added.
  • The largest Enterprise Products Partners seller in Q1 2018 was Blackstone Inc, an estimated $1.1B sold.

Based on aggregated 13F filings for Q1 2018.