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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
TF
951
Tompkins Financial
New York
$44K -$66.5K -2,300 -60%
IF
952
Ironwood Financial
Arizona
$43K +$43.3K +1,500 New
CBT
953
Capital Bank & Trust
California
$41K +$41.2K +1,427 New
Carson Wealth (CWM LLC)
954
Carson Wealth (CWM LLC)
Nebraska
$39K
ADL
955
Asset Dedication LLC
California
$39K +$10.1K +350 +35%
RMAM
956
Raab & Moskowitz Asset Management
New Jersey
$39K +$39.6K +1,372 New
NCM
957
Nelson Capital Management
California
$38K +$38.1K +1,320 New
SJIM
958
St. Johns Investment Management
Florida
$37K +$7.66K +265 +26%
VRM
959
Vectors Research Management
New York
$36K +$37.9K +1,311 New
CBT
960
Central Bank & Trust
Kentucky
$35K -$740K -25,610 -95%
MCM
961
Mainstay Capital Management
Michigan
$35K
DBT
962
Dubuque Bank & Trust
Iowa
$34K
NIMI
963
Natixis Investment Managers International
France
$33K -$48.4K -1,675 -59%
FPB
964
First PREMIER Bank
South Dakota
$32K +$32.1K +1,112 New
RMC
965
Resources Management Corp
Connecticut
$31K +$31.7K +1,098 New
SWA
966
Sutton Wealth Advisors
Florida
$30.4K
LFA
967
Legacy Financial Advisors
Kentucky
$30K
PCFFS
968
Pacific Center for Financial Services
California
$30K
CCM
969
Cribstone Capital Management
Maine
$29K
AAP
970
Arax Advisory Partners
Colorado
$29K +$29.2K +1,011 New
AF
971
Arrow Financial
New York
$27K
GTAM
972
Global Trust Asset Management
Florida
$27K
NC
973
NewSquare Capital
Pennsylvania
$27K
WF
974
WealthTrust Fairport
Ohio
$27K
AIL
975
AGF Investments LLC
Ontario, Canada
$24K

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.