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Enterprise Products Partners

1,027 hedge funds and large institutions have $19.6B invested in Enterprise Products Partners in 2018 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 335 increasing their positions, 350 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more call options, than puts

Call options by funds: $234M | Put options by funds: $88.3M

55% more first-time investments, than exits

New positions opened: 138 | Existing positions closed: 89

4% more funds holding

Funds holding: 9901,027 (+37)

4% more funds holding in top 10

Funds holding in top 10: 8487 (+3)

0.15% less ownership

Funds ownership: 36.7%36.55% (-0.15%)

4% less repeat investments, than reductions

Existing positions increased: 335 | Existing positions reduced: 350

14% less capital invested

Capital invested by funds: $22.9B → $19.6B (-$3.3B)

Holders
1,027
Holders Change
+37
Holders Change %
+3.74%
% of All Funds
22.88%
Holding in Top 10
87
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.57%
% of All Funds
1.94%
New
138
Increased
335
Reduced
350
Closed
89
Calls
$234M
Puts
$88.3M
Net Calls
+$146M
Net Calls Change
-$39.5M
Name Holding Trade Value Shares
Change
Change in
Stake
LNWWM
851
Laird Norton Wetherby Wealth Management
California
$219K -$12.2K -454 -5%
HT
852
Heritage Trust
Oklahoma
$219K +$6.37K +238 +3%
LRPA
853
L. Roy Papp & Associates
Arizona
$217K -$13.4K -500 -5%
SFA
854
Semmax Financial Advisors
North Carolina
$217K
AI
855
Accredited Investors
Minnesota
$217K +$2.73K +102 +1%
CG
856
Caprock Group
Idaho
$216K -$35.6K -1,330 -13%
FI
857
FormulaFolio Investments
Michigan
$215K
CHA
858
Carmichael Hill & Associates
Maryland
$213K
CA
859
Cumberland Advisors
Florida
$212K +$231K +8,630 New
CL
860
Choreo LLC
Illinois
$211K -$3.16K -118 -1%
CB
861
Cadence Bank
Mississippi
$211K +$36.4K +1,360 +19%
SCCM
862
Schafer Cullen Capital Management
New York
$210K -$93K -3,475 -29%
TTWM
863
TCV Trust & Wealth Management
Virginia
$210K -$3.08K -115 -1%
WP
864
WealthSource Partners
California
$210K +$5.83K +218 +3%
HCM
865
Hodges Capital Management
Texas
$209K
SAM
866
Shikiar Asset Management
New York
$209K
DSAM
867
Dock Street Asset Management
Florida
$207K +$225K +8,400 New
RWM
868
Rench Wealth Management
Texas
$205K +$3.51K +131 +2%
SFG
869
Sather Financial Group
Texas
$204K
BCM
870
Brookstone Capital Management
Illinois
$203K -$9.26K -346 -4%
1IA
871
1834 Investment Advisors
Wisconsin
$203K +$26.8K +1,000 +14%
FCAG
872
First Capital Advisors Group
New Jersey
$200K
HFS
873
Howard Financial Services
Texas
$200K +$217K +8,124 New
CM
874
Caption Management
Oklahoma
$199K +$45.5K +1,700 +27%
GI
875
GS Investments
Minnesota
$197K

EPD Hedge Fund Activity: Q4 2018 in Review

1,027 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Enterprise Products Partners (EPD) for Q4 2018, worth a combined $19.6B — down 14% from $22.9B a quarter earlier.

Buyers outnumbered sellers: 138 funds opened new EPD positions and 89 closed out — a net gain of 49 holders — while 335 added to existing stakes and 350 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $126M. The largest seller was ING Group, cutting an estimated $170M.

  • 1,027 institutional investors held Enterprise Products Partners (EPD) as of Q4 2018, up from 990 in Q3 2018.
  • Funds reported $19.6B of Enterprise Products Partners stock for Q4 2018, down 14% quarter-over-quarter.
  • 138 funds opened new Enterprise Products Partners positions in Q4 2018 and 89 closed out, a net change of +49 holders.
  • The largest Enterprise Products Partners buyer in Q4 2018 was Deutsche Bank, an estimated $126M added.
  • The largest Enterprise Products Partners seller in Q4 2018 was ING Group, an estimated $170M sold.

Based on aggregated 13F filings for Q4 2018.