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Enterprise Products Partners

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: 7275 (+3)

2% more funds holding

Funds holding: 949969 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
AF
926
Allworth Financial
California
$47K
FFC
927
First Financial Corp
Indiana
$47K
SPL
928
Smart Portfolios LLC
Washington
$47K
PMFA
929
Plante Moran Financial Advisors
Michigan
$46K -$93.6K -3,421 -67%
IP
930
Isthmus Partners
Wisconsin
$44K
CFN
931
Cordasco Financial Network
Florida
$44K +$12.3K +450 +40%
RE
932
RBC Europe
United Kingdom
$43.1K
CPA
933
Clear Perspective Advisors
Illinois
$41K
RFM
934
Royal Fund Management
Florida
$38K
Carson Wealth (CWM LLC)
935
Carson Wealth (CWM LLC)
Nebraska
$37K
Simplex Trading
936
Simplex Trading
Illinois
$36K -$898K -32,831 -96%
DBT
937
Dubuque Bank & Trust
Iowa
$33K
MCM
938
Mainstay Capital Management
Michigan
$33K +$5.47K +200 +20%
CWA
939
Clarus Wealth Advisors
Arizona
$32K +$35.6K +1,302 New
LFA
940
Legacy Financial Advisors
Kentucky
$30K
SWA
941
Sutton Wealth Advisors
Florida
$29.3K
PCFFS
942
Pacific Center for Financial Services
California
$29K
SJIM
943
St. Johns Investment Management
Florida
$28K -$16.4K -600 -37%
ADL
944
Asset Dedication LLC
California
$28K
CCM
945
Cribstone Capital Management
Maine
$28K
SMG
946
Spectrum Management Group
Indiana
$28K
NC
947
NewSquare Capital
Pennsylvania
$27K
AF
948
Arrow Financial
New York
$26K
GTAM
949
Global Trust Asset Management
Florida
$26K
WF
950
WealthTrust Fairport
Ohio
$26K +$19.8K +724 +362%

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.