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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
BW
851
Biegel & Waller
Maryland
$203K +$205K +7,080 New
CCA
852
Cobblestone Capital Advisors
New York
$201K -$43.1K -1,490 -18%
PGIM
853
Pacific Global Investment Management
California
$201K +$202K +6,990 New
TAM
854
Todd Asset Management
Kentucky
$201K +$202K +7,000 New
DLHL
855
Donald L. Hagan LLC
Florida
$201K +$203K +7,010 New
NFG
856
Next Financial Group
Texas
$199K +$200K +6,935 New
ST
857
Smithfield Trust
Pennsylvania
$196K
JCM
858
Jacobi Capital Management
Pennsylvania
$195K +$1.1K +38 +0.6%
TFA
859
Toth Financial Advisory
Virginia
$194K +$231 +8 +0.1%
KJWM
860
Kiley Juergens Wealth Management
Washington
$193K -$6.82K -236 -3%
IP
861
Intellectus Partners
California
$187K -$71.8K -2,485 -28%
LA
862
Legacy Advisors
Pennsylvania
$186K -$41.6K -1,441 -18%
VIA
863
Vantage Investment Advisors
Pennsylvania
$186K -$29K -1,002 -13%
C
864
Cerebellum
California
$186K +$187K +6,468 New
CM
865
Caption Management
Oklahoma
$184K +$185K +6,400 New
LNB
866
Ledyard National Bank
$181K -$28.9K -1,000 -14%
RPG
867
Risk Paradigm Group
Texas
$174K +$3.93K +136 +2%
WA
868
WP Advisors
California
$171K
MFT
869
Moisand Fitzgerald Tamayo
Florida
$166K +$167K +5,787 New
CFA
870
Camarda Financial Advisors
Florida
$165K +$2.48K +86 +2%
MYIA
871
Mount Yale Investment Advisors
Colorado
$162K
MFBTD
872
MB Financial Bank - Trust Department
Illinois
$159K
SIAP
873
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$159K +$1.97K +68 +1%
RCAG
874
Rehmann Capital Advisory Group
Michigan
$158K -$5.72K -198 -3%
MWPCG
875
Measured Wealth Private Client Group
New Hampshire
$155K +$156K +5,403 New

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.