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Enterprise Products Partners

990 hedge funds and large institutions have $22.9B invested in Enterprise Products Partners in 2018 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 304 increasing their positions, 369 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

237% more call options, than puts

Call options by funds: $263M | Put options by funds: $78M

74% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 38

12% more funds holding in top 10

Funds holding in top 10: 7584 (+9)

6% more capital invested

Capital invested by funds: $21.7B → $22.9B (+$1.28B)

2% more funds holding

Funds holding: 969990 (+21)

0.4% more ownership

Funds ownership: 36.3%36.7% (+0.4%)

18% less repeat investments, than reductions

Existing positions increased: 304 | Existing positions reduced: 369

Holders
990
Holders Change
+21
Holders Change %
+2.17%
% of All Funds
22.63%
Holding in Top 10
84
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+12%
% of All Funds
1.92%
New
66
Increased
304
Reduced
369
Closed
38
Calls
$263M
Puts
$78M
Net Calls
+$185M
Net Calls Change
+$7.65M
Name Holding Trade Value Shares
Change
Change in
Stake
ACS
876
Archford Capital Strategies
Illinois
$152K -$5.26K -182 -3%
AWM
877
Avondale Wealth Management
Texas
$152K
JFGIW
878
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$151K
CT
879
Clearstead Trust
Maine
$149K -$588K -20,339 -80%
LWCFA
880
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$144K
BAMG
881
Brand Asset Management Group
Missouri
$143K
WSTAM
882
Wilbanks Smith & Thomas Asset Management
Virginia
$143K +$143K +4,960 New
AC
883
Avestar Capital
New York
$139K +$9.88K +342 +7%
SFSIG
884
San Francisco Sentry Investment Group
California
$138K -$150K -5,200 -52%
DWA
885
Divergent Wealth Advisors
Utah
$131K
HCM
886
Horrell Capital Management
Arkansas
$126K
SFM
887
Signet Financial Management
New Jersey
$124K -$38.4K -1,329 -24%
SMFS
888
Squar Milner Financial Services
California
$120K -$9.36K -324 -7%
FMP
889
Financial Management Professionals
Texas
$119K
TDC
890
Thompson Davis & Co
Virginia
$118K -$13K -450 -10%
CFGS
891
Concourse Financial Group Securities
Alabama
$118K +$118K +4,092 New
SFA
892
Spectrum Financial Alliance
Kentucky
$117K
OFW
893
Omnia Family Wealth
Florida
$116K +$15.6K +540 +15%
UBS AM
894
UBS AM
Illinois
$116K
PCG
895
Private Capital Group
Connecticut
$115K -$6.96K -241 -6%
AP
896
Arlington Partners
Alabama
$115K +$116K +4,000 New
FWM
897
Focused Wealth Management
New York
$114K -$41.3K -1,428 -26%
KTC
898
Kistler-Tiffany Companies
Pennsylvania
$111K -$10.9K -376 -9%
BFC
899
Bedel Financial Consulting
Indiana
$100K
BWM
900
Baystate Wealth Management
Massachusetts
$97K -$13.6K -469 -12%

EPD Hedge Fund Activity: Q3 2018 in Review

990 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Enterprise Products Partners (EPD) for Q3 2018, worth a combined $22.9B — up 5.9% from $21.7B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new EPD positions and 38 closed out — a net gain of 28 holders — while 304 added to existing stakes and 369 trimmed.

The largest buyer was UBS Group, adding an estimated $127M. The largest seller was Credit Suisse, cutting an estimated $64.1M.

  • 990 institutional investors held Enterprise Products Partners (EPD) as of Q3 2018, up from 969 in Q2 2018.
  • Funds reported $22.9B of Enterprise Products Partners stock for Q3 2018, up 5.9% quarter-over-quarter.
  • 66 funds opened new Enterprise Products Partners positions in Q3 2018 and 38 closed out, a net change of +28 holders.
  • The largest Enterprise Products Partners buyer in Q3 2018 was UBS Group, an estimated $127M added.
  • The largest Enterprise Products Partners seller in Q3 2018 was Credit Suisse, an estimated $64.1M sold.

Based on aggregated 13F filings for Q3 2018.