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Enterprise Products Partners

969 hedge funds and large institutions have $21.7B invested in Enterprise Products Partners in 2018 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 318 increasing their positions, 358 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more call options, than puts

Call options by funds: $306M | Put options by funds: $129M

66% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 47

13% more capital invested

Capital invested by funds: $19.1B → $21.7B (+$2.54B)

4% more funds holding in top 10

Funds holding in top 10: 7275 (+3)

2% more funds holding

Funds holding: 949969 (+20)

0.22% more ownership

Funds ownership: 36.08%36.3% (+0.22%)

11% less repeat investments, than reductions

Existing positions increased: 318 | Existing positions reduced: 358

Holders
969
Holders Change
+20
Holders Change %
+2.11%
% of All Funds
22.18%
Holding in Top 10
75
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.17%
% of All Funds
1.72%
New
78
Increased
318
Reduced
358
Closed
47
Calls
$306M
Puts
$129M
Net Calls
+$178M
Net Calls Change
+$121M
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
851
Toth Financial Advisory
Virginia
$186K +$5.72K +209 +3%
BCI
852
Brinker Capital Investments
Pennsylvania
$179K +$80.7K +2,950 +84%
MYIA
853
Mount Yale Investment Advisors
Colorado
$165K +$2.6K +95 +2%
WA
854
WP Advisors
California
$165K +$163K +5,952 New
RPG
855
Risk Paradigm Group
Texas
$164K -$205K -7,488 -56%
1IA
856
1834 Investment Advisors
Wisconsin
$160K
MFT
857
Moisand Fitzgerald Tamayo
Florida
$160K
RCAG
858
Rehmann Capital Advisory Group
Michigan
$157K +$46.1K +1,687 +42%
CFA
859
Camarda Financial Advisors
Florida
$157K -$9.96K -364 -6%
SFM
860
Signet Financial Management
New Jersey
$156K +$109 +4 +0.1%
MFBTD
861
MB Financial Bank - Trust Department
Illinois
$153K
ACS
862
Archford Capital Strategies
Illinois
$151K +$12.1K +444 +9%
SIAP
863
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$150K +$120K +4,398 +418%
FWM
864
Focused Wealth Management
New York
$149K -$13.1K -480 -8%
PG
865
Patten Group
Tennessee
$147K +$4.1K +150 +3%
AWM
866
Avondale Wealth Management
Texas
$146K
JFGIW
867
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$145K
PFGIA
868
Patriot Financial Group Insurance Agency
Massachusetts
$140K +$219 +8 +0.2%
LWCFA
869
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$138K
BAMG
870
Brand Asset Management Group
Missouri
$137K +$136K +4,960 New
PFA
871
Pathway Financial Advisors
Vermont
$132K
AC
872
Avestar Capital
New York
$128K +$37.1K +1,358 +41%
TDC
873
Thompson Davis & Co
Virginia
$126K +$56.1K +2,050 +82%
DWA
874
Divergent Wealth Advisors
Utah
$124K +$766 +28 +0.6%
SMFS
875
Squar Milner Financial Services
California
$124K +$123K +4,489 New

EPD Hedge Fund Activity: Q2 2018 in Review

969 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Enterprise Products Partners (EPD) for Q2 2018, worth a combined $21.7B — up 13% from $19.1B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new EPD positions and 47 closed out — a net gain of 31 holders — while 318 added to existing stakes and 358 trimmed.

The largest buyer was Brookfield Corp, opening a new position worth an estimated $370M. The largest seller was Bank of America, cutting an estimated $231M.

  • 969 institutional investors held Enterprise Products Partners (EPD) as of Q2 2018, up from 949 in Q1 2018.
  • Funds reported $21.7B of Enterprise Products Partners stock for Q2 2018, up 13% quarter-over-quarter.
  • 78 funds opened new Enterprise Products Partners positions in Q2 2018 and 47 closed out, a net change of +31 holders.
  • The largest Enterprise Products Partners buyer in Q2 2018 was Brookfield Corp, an estimated $370M added.
  • The largest Enterprise Products Partners seller in Q2 2018 was Bank of America, an estimated $231M sold.

Based on aggregated 13F filings for Q2 2018.