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Enterprise Products Partners

1,027 hedge funds and large institutions have $19.6B invested in Enterprise Products Partners in 2018 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 335 increasing their positions, 350 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more call options, than puts

Call options by funds: $234M | Put options by funds: $88.3M

55% more first-time investments, than exits

New positions opened: 138 | Existing positions closed: 89

4% more funds holding

Funds holding: 9901,027 (+37)

4% more funds holding in top 10

Funds holding in top 10: 8487 (+3)

0.15% less ownership

Funds ownership: 36.7%36.55% (-0.15%)

4% less repeat investments, than reductions

Existing positions increased: 335 | Existing positions reduced: 350

14% less capital invested

Capital invested by funds: $22.9B → $19.6B (-$3.3B)

Holders
1,027
Holders Change
+37
Holders Change %
+3.74%
% of All Funds
22.88%
Holding in Top 10
87
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.57%
% of All Funds
1.94%
New
138
Increased
335
Reduced
350
Closed
89
Calls
$234M
Puts
$88.3M
Net Calls
+$146M
Net Calls Change
-$39.5M
Name Holding Trade Value Shares
Change
Change in
Stake
NFG
876
Next Financial Group
Texas
$192K +$23K +858 +12%
MSA
877
Marino Stram & Associates
Massachusetts
$189K -$5.03K -188 -2%
RFWA
878
RPg Family Wealth Advisory
Massachusetts
$188K +$4.74K +177 +2%
MIM
879
Miller Investment Management
Pennsylvania
$184K
ST
880
Smithfield Trust
Pennsylvania
$180K +$13.4K +500 +7%
BCI
881
Brinker Capital Investments
Pennsylvania
$178K
CFG
882
CKW Financial Group
Hawaii
$178K
BOPW
883
Brandywine Oak Private Wealth
Pennsylvania
$177K +$193K +7,220 New
ACS
884
Archford Capital Strategies
Illinois
$175K +$49.3K +1,841 +35%
NWM
885
Northwest Wealth Management
Iowa
$174K
JCM
886
Jacobi Capital Management
Pennsylvania
$173K +$6.58K +246 +4%
TFA
887
Toth Financial Advisory
Virginia
$172K +$7.07K +264 +4%
AP
888
Atwood & Palmer
Missouri
$169K -$19.1K -712 -9%
EFSCE
889
Enterprise Financial Services Corp (EFSC)
Missouri
$168K -$50.5K -1,887 -22%
AP
890
Arlington Partners
Alabama
$167K +$74.4K +2,780 +70%
LC
891
Lindbrook Capital
California
$163K +$178K +6,636 New
IP
892
Intellectus Partners
California
$160K +$482 +18 +0.3%
RCAG
893
Rehmann Capital Advisory Group
Michigan
$160K +$27.1K +1,013 +18%
LNB
894
Ledyard National Bank
$155K
SNT
895
Security National Trust
West Virginia
$150K -$143K -5,350 -47%
RPG
896
Risk Paradigm Group
Texas
$145K -$3.64K -136 -2%
MFT
897
Moisand Fitzgerald Tamayo
Florida
$142K
BFC
898
Bedel Financial Consulting
Indiana
$140K +$58K +2,167 +62%
SIAP
899
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$137K +$2.01K +75 +1%
AWM
900
Avondale Wealth Management
Texas
$130K

EPD Hedge Fund Activity: Q4 2018 in Review

1,027 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Enterprise Products Partners (EPD) for Q4 2018, worth a combined $19.6B — down 14% from $22.9B a quarter earlier.

Buyers outnumbered sellers: 138 funds opened new EPD positions and 89 closed out — a net gain of 49 holders — while 335 added to existing stakes and 350 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $126M. The largest seller was ING Group, cutting an estimated $170M.

  • 1,027 institutional investors held Enterprise Products Partners (EPD) as of Q4 2018, up from 990 in Q3 2018.
  • Funds reported $19.6B of Enterprise Products Partners stock for Q4 2018, down 14% quarter-over-quarter.
  • 138 funds opened new Enterprise Products Partners positions in Q4 2018 and 89 closed out, a net change of +49 holders.
  • The largest Enterprise Products Partners buyer in Q4 2018 was Deutsche Bank, an estimated $126M added.
  • The largest Enterprise Products Partners seller in Q4 2018 was ING Group, an estimated $170M sold.

Based on aggregated 13F filings for Q4 2018.