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Enterprise Products Partners
EPD

969 hedge funds and large institutions have $21.7B invested in Enterprise Products Partners in 2018 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 318 increasing their positions, 358 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more call options, than puts

Call options by funds: $306M | Put options by funds: $129M

66% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 47

13% more capital invested

Capital invested by funds: $19.1B → $21.7B (+$2.54B)

4% more funds holding in top 10

Funds holding in top 10: 72 → 75 (+3)

2% more funds holding

Funds holding: 949 → 969 (+20)

0.22% more ownership

Funds ownership: 36.08% → 36.3% (+0.22%)

11% less repeat investments, than reductions

Existing positions increased: 318 | Existing positions reduced: 358

Holders
969
Holders Change
+20
Holders Change %
+2.11%
% of All Funds
22.18%
Holding in Top 10
75
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.17%
% of All Funds
1.72%
New
78
Increased
318
Reduced
358
Closed
47
Calls
$306M
Puts
$129M
Net Calls
+$178M
Net Calls Change
+$121M

Top Buyers

1
BC
Brookfield Corp
Ontario, Canada
+$370M
2
BlackRock
BlackRock
New York
+$283M
3
AR
Advisory Research
Illinois
+$114M
4
PI
Putnam Investments
Massachusetts
+$102M
5
Goldman Sachs
Goldman Sachs
New York
+$57.3M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$231M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$90.7M
3
Morgan Stanley
Morgan Stanley
New York
-$85.1M
4
EIP
Energy Income Partners
Connecticut
-$60M
5
CBOA
Commonwealth Bank of Australia
Australia
-$43M
Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
876
Horrell Capital Management
Arkansas
$122K +$120K +4,400 New
KTC
877
Kistler-Tiffany Companies
Pennsylvania
$118K -$35.4K -1,294 -23%
PCG
878
Private Capital Group
Connecticut
$118K +$1.53K +56 +1%
KCPG
879
Kavar Capital Partners Group
Kansas
$117K -$10.9K -400 -9%
FMP
880
Financial Management Professionals
Texas
$115K -$113K -4,144 Closed
CI
881
CX Institutional
Indiana
$114K +$112K +4,105 New
SFA
882
Spectrum Financial Alliance
Kentucky
$113K – – –
UBS AM
883
UBS AM
Illinois
$112K +$102K +3,721 +1,200%
PCM
884
Poehling Capital Management
Wisconsin
$111K +$109K +4,000 New
SAS
885
Stelac Advisory Services
New York
$109K +$108K +3,956 New
BWM
886
Baystate Wealth Management
Massachusetts
$107K +$1.7K +62 +2%
TF
887
Tompkins Financial
New York
$106K +$62.9K +2,300 +150%
TRCT
888
Tower Research Capital (TRC)
New York
$98K -$119K -4,342 -55%
BFC
889
Bedel Financial Consulting
Indiana
$97K – – –
OFW
890
Omnia Family Wealth
Florida
$96K – – –
OIA
891
OneDigital Investment Advisors
Kansas
$95K -$59K -2,158 -39%
FPFS
892
First Personal Financial Services
North Carolina
$94K – – –
MCM
893
Manchester Capital Management
Vermont
$93K – – –
GWS
894
Glassman Wealth Services
Virginia
$92K +$6.78K +248 +8%
BWA
895
Burt Wealth Advisors
Maryland
$90K – – –
LJHT
896
Laurie J. Hall Trustee
$89K – – –
CB
897
Community Bank
New York
$88K – – –
HCM
898
Highlander Capital Management
New Jersey
$86K -$109K -4,000 -56%
WIM
899
Westside Investment Management
California
$85.4K – – –
MCM
900
MV Capital Management
Maryland
$83K – – –
34 35
36
37 38

EPD Hedge Fund Activity: Q2 2018 in Review

969 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Enterprise Products Partners (EPD) for Q2 2018, worth a combined $21.7B — up 13% from $19.1B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new EPD positions and 47 closed out — a net gain of 31 holders — while 318 added to existing stakes and 358 trimmed.

The largest buyer was Brookfield Corp, opening a new position worth an estimated $370M. The largest seller was Bank of America, cutting an estimated $231M.

  • 969 institutional investors held Enterprise Products Partners (EPD) as of Q2 2018, up from 949 in Q1 2018.
  • Funds reported $21.7B of Enterprise Products Partners stock for Q2 2018, up 13% quarter-over-quarter.
  • 78 funds opened new Enterprise Products Partners positions in Q2 2018 and 47 closed out, a net change of +31 holders.
  • The largest Enterprise Products Partners buyer in Q2 2018 was Brookfield Corp, an estimated $370M added.
  • The largest Enterprise Products Partners seller in Q2 2018 was Bank of America, an estimated $231M sold.

Based on aggregated 13F filings for Q2 2018.