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Enterprise Products Partners

905 hedge funds and large institutions have $21.9B invested in Enterprise Products Partners in 2017 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 319 increasing their positions, 331 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more call options, than puts

Call options by funds: $180M | Put options by funds: $77.2M

75% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 40

3% more funds holding in top 10

Funds holding in top 10: 7981 (+2)

2% more funds holding

Funds holding: 886905 (+19)

4% more capital invested

Capital invested by funds: $21B → $21.9B (+$830M)

0.46% more ownership

Funds ownership: 36.99%37.44% (+0.46%)

4% less repeat investments, than reductions

Existing positions increased: 319 | Existing positions reduced: 331

Holders
905
Holders Change
+19
Holders Change %
+2.14%
% of All Funds
22.53%
Holding in Top 10
81
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.53%
% of All Funds
2.02%
New
70
Increased
319
Reduced
331
Closed
40
Calls
$180M
Puts
$77.2M
Net Calls
+$103M
Net Calls Change
-$22.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
876
Thrivent Financial for Lutherans
Minnesota
$32K
AIM
877
Advantage Investment Management
Iowa
$31K -$1.12K -40 -3%
CFN
878
Cordasco Financial Network
Florida
$31K
CCM
879
Cribstone Capital Management
Maine
$30K -$2.65K -95 -8%
SWA
880
Sutton Wealth Advisors
Florida
$29.6K
ACM
881
Armbruster Capital Management
New York
$29K
Carson Wealth (CWM LLC)
882
Carson Wealth (CWM LLC)
Nebraska
$29K
PCFFS
883
Pacific Center for Financial Services
California
$29K
SIAP
884
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$29K +$84 +3 +0.3%
AAC
885
Asset Advisors Corp
Georgia
$28K
AF
886
Arrow Financial
New York
$26K
TIM
887
Tortoise Investment Management
New York
$25K
HWP
888
Hefty Wealth Partners
Indiana
$24K
CHC
889
City Holding Co
West Virginia
$23K +$9.78K +350 +70%
AIM
890
Acrospire Investment Management
Illinois
$23K +$23.5K +840 New
WP
891
WealthPLAN Partners
Nebraska
$19.3K +$19.6K +700 New
CGT
892
Capital Guardian Trust
California
$19K
HDIM
893
Hanson & Doremus Investment Management
Vermont
$19K
JCM
894
Jacobi Capital Management
Pennsylvania
$19K +$279 +10 +1%
MSFP
895
Mark Sheptoff Financial Planning
Connecticut
$17K +$28 +1 +0.2%
FCT
896
Family Capital Trust
Massachusetts
$16K -$71.8K -2,570 -82%
CG
897
Cutler Group
California
$16K -$66.1K -2,367 -80%
GAM
898
Gemmer Asset Management
California
$16K -$14.5K -520 -47%
CA
899
Cumberland Advisors
Florida
$15K -$27.9K -1,000 -65%
AOWM
900
Alpha Omega Wealth Management
Virginia
$15K

EPD Hedge Fund Activity: Q1 2017 in Review

905 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Enterprise Products Partners (EPD) for Q1 2017, worth a combined $21.9B — up 3.9% from $21B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new EPD positions and 40 closed out — a net gain of 30 holders — while 319 added to existing stakes and 331 trimmed.

The largest buyer was Chickasaw Capital Management, adding an estimated $117M. The largest seller was ING Group, cutting an estimated $133M.

  • 905 institutional investors held Enterprise Products Partners (EPD) as of Q1 2017, up from 886 in Q4 2016.
  • Funds reported $21.9B of Enterprise Products Partners stock for Q1 2017, up 3.9% quarter-over-quarter.
  • 70 funds opened new Enterprise Products Partners positions in Q1 2017 and 40 closed out, a net change of +30 holders.
  • The largest Enterprise Products Partners buyer in Q1 2017 was Chickasaw Capital Management, an estimated $117M added.
  • The largest Enterprise Products Partners seller in Q1 2017 was ING Group, an estimated $133M sold.

Based on aggregated 13F filings for Q1 2017.