We are live on ! Find out more
EPD icon

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
CHC
976
City Holding Co
West Virginia
$24K
GEA
977
Glen Eagle Advisors
New Jersey
$23.8K
IP
978
Isthmus Partners
Wisconsin
$23K -$23.1K -800 -50%
FFW
979
Fusion Family Wealth
New York
$23K
KBC Group
980
KBC Group
Belgium
$23K
RIA
981
RPG Investment Advisory
California
$22K
PWAG
982
Polaris Wealth Advisory Group
California
$22K +$21.8K +756 New
CWA
983
Clarus Wealth Advisors
Arizona
$20K -$17.3K -600 -46%
SIS
984
Sound Income Strategies
Florida
$20K +$14.4K +500 +246%
WAS
985
WESPAC Advisors SoCal
California
$20K +$20.9K +725 New
FLI
986
Family Legacy Inc
South Carolina
$17K
HDIM
987
Hanson & Doremus Investment Management
Vermont
$17K
WTB
988
Washington Trust Bank
Washington
$17K
CWM
989
Cranbrook Wealth Management
Michigan
$15K
SWMG
990
Signature Wealth Management Group
Georgia
$14K
AOWM
991
Alpha Omega Wealth Management
Virginia
$12K
SFG
992
SevenBridge Financial Group
Pennsylvania
$12K
JFA
993
JNBA Financial Advisors
Minnesota
$12K +$4.25K +147 +54%
AssetMark Inc
994
AssetMark Inc
California
$11K
ML
995
McAdam LLC
Pennsylvania
$11K
NPP
996
New Potomac Partners
Maryland
$11K
PGWM
997
Parisi Gray Wealth Management
New Jersey
$11K
PO
998
Private Ocean
California
$11K
TCM
999
Tradewinds Capital Management
Washington
$11K
WWM
1000
Willingdon Wealth Management
North Carolina
$10K

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.