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Enterprise Products Partners

949 hedge funds and large institutions have $19.1B invested in Enterprise Products Partners in 2018 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 337 increasing their positions, 333 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more call options, than puts

Call options by funds: $181M | Put options by funds: $125M

1% more repeat investments, than reductions

Existing positions increased: 337 | Existing positions reduced: 333

0.38% less ownership

Funds ownership: 36.46%36.08% (-0.38%)

2% less funds holding

Funds holding: 970949 (-21)

9% less capital invested

Capital invested by funds: $20.9B → $19.1B (-$1.78B)

10% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 78

15% less funds holding in top 10

Funds holding in top 10: 8572 (-13)

Holders
949
Holders Change
-21
Holders Change %
-2.16%
% of All Funds
21.75%
Holding in Top 10
72
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-15.29%
% of All Funds
1.65%
New
70
Increased
337
Reduced
333
Closed
78
Calls
$181M
Puts
$125M
Net Calls
+$56.5M
Net Calls Change
-$153M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
1001
Waverly Advisors
Alabama
-$349K -13,167 Closed
AIP
1002
Ahrens Investment Partners
Louisiana
-$291K -10,992 Closed
IH
1003
IFC Holdings
Florida
-$285K -10,655 Closed
QC
1004
QCM Cayman
Texas
-$266K -10,044 Closed
BIAS
1005
Beacon Investment Advisory Services
New Jersey
-$265K -9,980 Closed
BWP
1006
BSW Wealth Partners
Colorado
-$263K -9,917 Closed
CT
1007
Cambridge Trust
Massachusetts
-$257K -9,702 Closed
EWA
1008
EP Wealth Advisors
California
-$251K -9,474 Closed
HFS
1009
HL Financial Services
Kentucky
-$243K -9,160 Closed
Fisher Asset Management
1010
Fisher Asset Management
Washington
-$238K -8,995 Closed
BPB
1011
Badgley, Phelps & Bell
Washington
-$238K -8,978 Closed
CB
1012
Cadence Bank
Mississippi
-$229K -8,644 Closed
LNWWM
1013
Laird Norton Wetherby Wealth Management
California
-$229K -8,627 Closed
FWP
1014
FAS Wealth Partners
Kansas
-$228K -8,605 Closed
Koshinski Asset Management
1015
Koshinski Asset Management
Illinois
-$226K -8,516 Closed
MCP
1016
Mirador Capital Partners
California
-$218K -8,220 Closed
PSF
1017
Pacific Sun Financial
California
-$218K -8,220 Closed
PP
1018
Palladium Partners
Virginia
-$217K -8,167 Closed
BOTW
1019
Bank of the West
California
-$215K -8,095 Closed
BRA
1020
Biechele Royce Advisors
Indiana
-$214K -8,083 Closed
MCM
1021
Mengis Capital Management
Oregon
-$212K -8,030 Closed
CG
1022
Colony Group
Massachusetts
-$210K -7,912 Closed
CHJWM
1023
Carlton Hofferkamp & Jenks Wealth Management
Texas
-$209K -7,885 Closed
RWM
1024
Rench Wealth Management
Texas
-$208K -7,850 Closed
PAMG
1025
Patton Albertson Miller Group
Tennessee
-$205K -7,730 Closed

EPD Hedge Fund Activity: Q1 2018 in Review

949 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Enterprise Products Partners (EPD) for Q1 2018, worth a combined $19.1B — down 8.5% from $20.9B a quarter earlier.

Sellers outnumbered buyers: 78 funds closed out of EPD and 70 opened new positions — a net loss of 8 holders — while 333 trimmed existing stakes and 337 added.

The largest buyer was Bank of America, adding an estimated $216M. The largest seller was Blackstone Inc, exiting entirely with an estimated $1.1B sold.

  • 949 institutional investors held Enterprise Products Partners (EPD) as of Q1 2018, down from 970 in Q4 2017.
  • Funds reported $19.1B of Enterprise Products Partners stock for Q1 2018, down 8.5% quarter-over-quarter.
  • 70 funds opened new Enterprise Products Partners positions in Q1 2018 and 78 closed out, a net change of -8 holders.
  • The largest Enterprise Products Partners buyer in Q1 2018 was Bank of America, an estimated $216M added.
  • The largest Enterprise Products Partners seller in Q1 2018 was Blackstone Inc, an estimated $1.1B sold.

Based on aggregated 13F filings for Q1 2018.