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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
RWA
926
River Wealth Advisors
Pennsylvania
$69K -$11.6K -400 -14%
ATC
927
Adirondack Trust Company
New York
$69K
PAMG
928
Patton Albertson Miller Group
Tennessee
$69K +$74.5K +2,580 New
AAIM
929
Asset Advisors Investment Management
Georgia
$68K +$68.6K +2,374 New
BCA
930
Bray Capital Advisors
Florida
$66K
PCP
931
Proficio Capital Partners
Massachusetts
$60K
BBA
932
Braun-Bostich & Associates
Pennsylvania
$58K
GWA
933
Guidant Wealth Advisors
Illinois
$58K
GCM
934
Gables Capital Management
Florida
$57K
LIA
935
LS Investment Advisors
Michigan
$57K
SC
936
Sawyer & Company
Massachusetts
$57K
CAL
937
Capital Analysts LLC
Pennsylvania
$57K +$45.7K +1,580 +395%
GRP
938
Global Retirement Partners
California
$56K -$3.84K -133 -6%
AWM
939
Aevitas Wealth Management
Massachusetts
$52K
ONST
940
Old North State Trust
North Carolina
$51K +$52K +1,800 New
CWM
941
Cedar Wealth Management
California
$50K -$25.1K -870 -33%
AF
942
Allworth Financial
California
$49K
FFC
943
First Financial Corp
Indiana
$49K
SPL
944
Smart Portfolios LLC
Washington
$49K
PAM
945
Paradigm Asset Management
New York
$48.8K +$49.1K +1,700 New
SBL
946
Sargent Bickham Lagudis
Colorado
$47K -$12.5K -433 -21%
PMFA
947
Plante Moran Financial Advisors
Michigan
$47K
CFN
948
Cordasco Financial Network
Florida
$46K
WAM
949
Wakefield Asset Management
Colorado
$46K +$46.5K +1,610 New
RE
950
RBC Europe
United Kingdom
$44.7K

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.