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Enterprise Products Partners

949 hedge funds and large institutions have $19.1B invested in Enterprise Products Partners in 2018 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 337 increasing their positions, 333 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more call options, than puts

Call options by funds: $181M | Put options by funds: $125M

1% more repeat investments, than reductions

Existing positions increased: 337 | Existing positions reduced: 333

0.38% less ownership

Funds ownership: 36.46%36.08% (-0.38%)

2% less funds holding

Funds holding: 970949 (-21)

9% less capital invested

Capital invested by funds: $20.9B → $19.1B (-$1.78B)

10% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 78

15% less funds holding in top 10

Funds holding in top 10: 8572 (-13)

Holders
949
Holders Change
-21
Holders Change %
-2.16%
% of All Funds
21.75%
Holding in Top 10
72
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-15.29%
% of All Funds
1.65%
New
70
Increased
337
Reduced
333
Closed
78
Calls
$181M
Puts
$125M
Net Calls
+$56.5M
Net Calls Change
-$153M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
901
AlphaMark Advisors
Kentucky
$49K
LIA
902
LS Investment Advisors
Michigan
$49K
SC
903
Sawyer & Company
Massachusetts
$49K
GWA
904
Guidant Wealth Advisors
Illinois
$48K
PCP
905
Proficio Capital Partners
Massachusetts
$44K -$932 -35 -2%
CCA
906
Clearwater Capital Advisors
Illinois
$44K
FFC
907
First Financial Corp
Indiana
$42K -$16K -600 -26%
SPL
908
Smart Portfolios LLC
Washington
$42K +$45.2K +1,698 New
AF
909
Allworth Financial
California
$41K
SJIM
910
St. Johns Investment Management
Florida
$40K +$43.2K +1,624 New
IP
911
Isthmus Partners
Wisconsin
$39K
RE
912
RBC Europe
United Kingdom
$38.1K
QAM
913
QCI Asset Management
New York
$37K -$2.66K -100 -6%
TF
914
Tompkins Financial
New York
$37K
AIM
915
Advantage Investment Management
Iowa
$36K -$533 -20 -1%
CPA
916
Clear Perspective Advisors
Illinois
$36K
RFM
917
Royal Fund Management
Florida
$34K +$37.1K +1,394 New
Carson Wealth (CWM LLC)
918
Carson Wealth (CWM LLC)
Nebraska
$33K
MOS
919
MGO One Seven
Ohio
$31K -$1.6K -60 -4%
DBT
920
Dubuque Bank & Trust
Iowa
$29K
CFN
921
Cordasco Financial Network
Florida
$28K
LFA
922
Legacy Financial Advisors
Kentucky
$27K
PCFFS
923
Pacific Center for Financial Services
California
$26K
SIAP
924
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$26K +$107 +4 +0.4%
SWA
925
Sutton Wealth Advisors
Florida
$25.9K

EPD Hedge Fund Activity: Q1 2018 in Review

949 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Enterprise Products Partners (EPD) for Q1 2018, worth a combined $19.1B — down 8.5% from $20.9B a quarter earlier.

Sellers outnumbered buyers: 78 funds closed out of EPD and 70 opened new positions — a net loss of 8 holders — while 333 trimmed existing stakes and 337 added.

The largest buyer was Bank of America, adding an estimated $216M. The largest seller was Blackstone Inc, exiting entirely with an estimated $1.1B sold.

  • 949 institutional investors held Enterprise Products Partners (EPD) as of Q1 2018, down from 970 in Q4 2017.
  • Funds reported $19.1B of Enterprise Products Partners stock for Q1 2018, down 8.5% quarter-over-quarter.
  • 70 funds opened new Enterprise Products Partners positions in Q1 2018 and 78 closed out, a net change of -8 holders.
  • The largest Enterprise Products Partners buyer in Q1 2018 was Bank of America, an estimated $216M added.
  • The largest Enterprise Products Partners seller in Q1 2018 was Blackstone Inc, an estimated $1.1B sold.

Based on aggregated 13F filings for Q1 2018.