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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
Northern Trust
76
Northern Trust
Illinois
$35.1M +$2.35M +86,011 +7%
Jennison Associates
77
Jennison Associates
New York
$34.3M +$7.38M +269,814 +28%
Victory Capital Management
78
Victory Capital Management
Texas
$34.2M +$8.17M +298,740 +32%
N
79
Nuveen
North Carolina
$33.7M -$9.39M -343,307 -22%
CSIA
80
Charles Schwab Investment Advisory
California
$32.4M +$32M +1,171,178 New
RA
81
RR Advisors
Texas
$32.2M +$4.84M +177,000 +18%
Sumitomo Mitsui Trust Group
82
Sumitomo Mitsui Trust Group
Japan
$32.2M +$2.71M +99,000 +9%
TS
83
Third Security
Virginia
$31.4M
CCM
84
Cadence Capital Management
Massachusetts
$31.2M +$8.17M +298,667 +36%
N
85
Natixis
France
$30.3M -$8.66M -316,800 -22%
PDM
86
Penn Davis McFarland
Texas
$30.1M +$599K +21,912 +2%
M&T Bank
87
M&T Bank
New York
$29.5M -$332K -12,151 -1%
ECM
88
Evergreen Capital Management
Washington
$29.3M -$3.24M -118,630 -10%
SOAMC
89
Spirit of America Management Corp
New York
$28.6M -$243K -8,900 -0.9%
AIA
90
Avalon Investment & Advisory
Texas
$27.1M -$1.4M -51,275 -5%
LFAS
91
Level Four Advisory Services
Texas
$26.6M +$557K +20,351 +2%
CPIG
92
Chicago Partners Investment Group
Illinois
$25.8M +$528K +19,294 +2%
USAA
93
United Services Automobile Association
Texas
$25.6M -$1.28M -46,929 -5%
OA
94
Oxbow Advisors
Texas
$25.1M +$4.01M +146,570 +19%
TCM
95
Talara Capital Management
New Jersey
$24.5M -$918K -33,557 -4%
HM
96
Heronetta Management
New York
$24.5M -$2.13M -77,915 -8%
HT
97
HighTower Trust
Texas
$24.4M -$538K -19,674 -2%
UCFA
98
United Capital Financial Advisors
Texas
$24.1M -$74.9K -2,739 -0.3%
NIMC
99
NWQ Investment Management Company
California
$24.1M -$819K -29,943 -3%
William Blair & Company
100
William Blair & Company
Illinois
$23.5M -$359K -13,145 -2%

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.