Enterprise Products Partners
821 hedge funds and large institutions have $21.1B invested in Enterprise Products Partners in 2014 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 288 increasing their positions, 243 reducing their positions, and 58 closing their positions.
95% more first-time investments, than exits
New positions opened: 113 | Existing positions closed: 58
19% more repeat investments, than reductions
Existing positions increased: 288 | Existing positions reduced: 243
6% more funds holding
Funds holding: 778 → 821 (+43)
8% more call options, than puts
Call options by funds: $60.5M | Put options by funds: $56M
0.52% less ownership
Funds ownership: 30.61% → 30.09% (-0.52%)
8% less funds holding in top 10
Funds holding in top 10: 92 → 85 (-7)
9% less capital invested
Capital invested by funds: $23.2B → $21.1B (-$2.1B)
Top Buyers
| 1 |
HFA
Harvest Fund Advisors
Wayne,
Pennsylvania
|
+$182M |
| 2 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
+$109M |
| 3 |
Morgan Stanley
New York
|
+$95.7M |
| 4 |
CCCA
Center Coast Capital Advisors
Houston,
Texas
|
+$89.7M |
| 5 |
AA
ALPS Advisors
Denver,
Colorado
|
+$86.1M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HCM
876
Hamlin Capital Management
New York
| – | -$201K | -5,000 | Closed |
|
|
BWP
877
BSW Wealth Partners
Boulder,
Colorado
| – | -$200K | -4,963 | Closed |
|
|
PC
878
Pecaut & Co
Sioux City,
Iowa
| – | -$200K | -4,960 | Closed |
|
|
MHS
879
M Holdings Securities
Portland,
Oregon
| – | -$184K | -4,568 | Closed |
|
|
HIM
880
Hillsdale Investment Management
Toronto,
Ontario, Canada
| – | -$177K | -4,400 | Closed |
|
|
FNYS
881
First New York Securities
New York
| – | -$153K | -3,800 | Closed |
|
|
PFO
882
Pathstone Family Office
Englewood,
New Jersey
| – | -$119K | -3,180 | Closed |
|
|
VFAM
883
Valley Forge Asset Management
King Of Prussia,
Pennsylvania
| – | -$99K | -2,448 | Closed |
|
|
SCA
884
Strategic Capital Alternatives
Gig Harbor,
United States
| – | -$54K | -1,332 | Closed |
|
885
Group One Trading
Chicago,
Illinois
| – | -$7.84K | -212 | Closed |
|
|
OCM
886
One Capital Management
Westlake Village,
California
| – | -$6K | -150 | Closed |
|
|
LWM
887
LBA Wealth Management
Jacksonville,
Florida
| – | -$5K | -136 | Closed |
|
EPD Hedge Fund Activity: Q4 2014 in Review
821 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Enterprise Products Partners (EPD) for Q4 2014, worth a combined $21.1B — down 9.1% from $23.2B a quarter earlier.
Buyers outnumbered sellers: 113 funds opened new EPD positions and 58 closed out — a net gain of 55 holders — while 288 added to existing stakes and 243 trimmed.
The largest buyer was Harvest Fund Advisors, adding an estimated $182M. The largest seller was Deutsche Bank, cutting an estimated $269M.
- 821 institutional investors held Enterprise Products Partners (EPD) as of Q4 2014, up from 778 in Q3 2014.
- Funds reported $21.1B of Enterprise Products Partners stock for Q4 2014, down 9.1% quarter-over-quarter.
- 113 funds opened new Enterprise Products Partners positions in Q4 2014 and 58 closed out, a net change of +55 holders.
- The largest Enterprise Products Partners buyer in Q4 2014 was Harvest Fund Advisors, an estimated $182M added.
- The largest Enterprise Products Partners seller in Q4 2014 was Deutsche Bank, an estimated $269M sold.
Based on aggregated 13F filings for Q4 2014.