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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
FPFS
901
First Personal Financial Services
North Carolina
$97K
MCM
902
Manchester Capital Management
Vermont
$97K
GWS
903
Glassman Wealth Services
Virginia
$97K +$1.3K +45 +1%
BWA
904
Burt Wealth Advisors
Maryland
$94K
CB
905
Community Bank
New York
$92K
LJHT
906
Laurie J. Hall Trustee
$92K
WIM
907
Westside Investment Management
California
$90.8K
HCM
908
Highlander Capital Management
New Jersey
$89K
TPWA
909
TRUE Private Wealth Advisors
Oregon
$87.3K +$87.8K +3,040 New
MCM
910
MV Capital Management
Maryland
$86K
RFA
911
Reilly Financial Advisors
California
$84K
HI
912
Hudock Inc
Pennsylvania
$84K +$1.13K +39 +1%
CI
913
CX Institutional
Indiana
$83K -$34.7K -1,200 -29%
YWP
914
YorkBridge Wealth Partners
New York
$82K
SCM
915
Southport Capital Management
Tennessee
$81K +$81.4K +2,817 New
ARMC
916
American Research & Management Company
Massachusetts
$80K
GI
917
Gradient Investments
Minnesota
$79K
PA
918
Perennial Advisors
New York
$77K
MCM
919
Monument Capital Management
Virginia
$75K +$75.1K +2,600 New
AIM
920
Advantage Investment Management
Iowa
$72K
AA
921
AlphaMark Advisors
Kentucky
$72K
OIA
922
OneDigital Investment Advisors
Kansas
$71K -$28.3K -981 -29%
CFG
923
Citizens Financial Group
Rhode Island
$71K
QCG
924
Quadrant Capital Group
Ohio
$71K +$1.53K +53 +2%
SMG
925
Spectrum Management Group
Indiana
$70K

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.