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Enterprise Products Partners
EPD

888 hedge funds and large institutions have $21.9B invested in Enterprise Products Partners in 2017 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 319 increasing their positions, 305 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

137% more call options, than puts

Call options by funds: $165M | Put options by funds: $69.5M

1% more funds holding in top 10

Funds holding in top 10: 81 → 82 (+1)

5% more repeat investments, than reductions

Existing positions increased: 319 | Existing positions reduced: 305

0.34% more ownership

Funds ownership: 37.44% → 37.78% (+0.34%)

0% more capital invested

Capital invested by funds: $21.9B → $21.9B (+$56.3M)

2% less funds holding

Funds holding: 905 → 888 (-17)

10% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 58

Holders
888
Holders Change
-17
Holders Change %
-1.88%
% of All Funds
22.14%
Holding in Top 10
82
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.23%
% of All Funds
2.04%
New
52
Increased
319
Reduced
305
Closed
58
Calls
$165M
Puts
$69.5M
Net Calls
+$95.4M
Net Calls Change
-$7.58M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$309M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$260M
3
Principal Financial Group
Principal Financial Group
Iowa
+$143M
4
CBOA
Commonwealth Bank of Australia
Australia
+$107M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$46.2M

Top Sellers

1
HFA
Harvest Fund Advisors
Pennsylvania
-$69.5M
2
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$59.2M
3
AA
ALPS Advisors
Colorado
-$54.8M
4
N
Nuveen
North Carolina
-$50.1M
5
CCCA
Center Coast Capital Advisors
Texas
-$29.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
CHC
876
City Holding Co
West Virginia
$23K – – –
CBT
877
Capital Bank & Trust
California
$19K +$19K +700 New
ACM
878
Armbruster Capital Management
New York
$18K -$10.8K -400 -38%
HDIM
879
Hanson & Doremus Investment Management
Vermont
$16K -$2.71K -100 -14%
MSFP
880
Mark Sheptoff Financial Planning
Connecticut
$16K -$27 -1 -0.2%
FCT
881
Family Capital Trust
Massachusetts
$16K – – –
AOWM
882
Alpha Omega Wealth Management
Virginia
$15K – – –
CA
883
Cumberland Advisors
Florida
$15K – – –
CWM
884
Cranbrook Wealth Management
Michigan
$14K -$14.4K -532 Closed
JGIA
885
Jackson Grant Investment Advisers
Connecticut
$14K – – –
PO
886
Private Ocean
California
$11K -$2.36K -87 -18%
AssetMark Inc
887
AssetMark Inc
California
$11K – – –
LWA
888
Lowe Wealth Advisors
Maryland
$11K – – –
SFG
889
SevenBridge Financial Group
Pennsylvania
$11K – – –
PAI
890
Pittenger & Anderson Inc
Nebraska
$11K +$10.8K +400 New
TCM
891
Tradewinds Capital Management
Washington
$11K +$10.8K +400 New
GEA
892
Glen Eagle Advisors
New Jersey
$10.2K +$10.2K +375 New
UBS AM
893
UBS AM
Illinois
$9.7K – – –
ARMC
894
American Research & Management Company
Massachusetts
$8K – – –
TWA
895
TCI Wealth Advisors
Arizona
$7K +$6.99K +258 New
CAW
896
Cornerstone Advisors (Washington)
Washington
$6K +$5.96K +220 New
CHP
897
Cable Hill Partners
Oregon
$5K – – –
GBT
898
Grove Bank & Trust
Florida
$5K – – –
WCG
899
Wall Capital Group
Arizona
$5K – – –
GAM
900
Gemmer Asset Management
California
$2K -$14K -518 -87%
34 35
36
37 38

EPD Hedge Fund Activity: Q2 2017 in Review

888 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Enterprise Products Partners (EPD) for Q2 2017, worth a combined $21.9B — up 0.26% from $21.9B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of EPD and 52 opened new positions — a net loss of 6 holders — while 305 trimmed existing stakes and 319 added.

The largest buyer was Bank of America, adding an estimated $309M. The largest seller was Harvest Fund Advisors, cutting an estimated $69.5M.

  • 888 institutional investors held Enterprise Products Partners (EPD) as of Q2 2017, down from 905 in Q1 2017.
  • Funds reported $21.9B of Enterprise Products Partners stock for Q2 2017, up 0.26% quarter-over-quarter.
  • 52 funds opened new Enterprise Products Partners positions in Q2 2017 and 58 closed out, a net change of -6 holders.
  • The largest Enterprise Products Partners buyer in Q2 2017 was Bank of America, an estimated $309M added.
  • The largest Enterprise Products Partners seller in Q2 2017 was Harvest Fund Advisors, an estimated $69.5M sold.

Based on aggregated 13F filings for Q2 2017.