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Enterprise Products Partners

1,027 hedge funds and large institutions have $19.6B invested in Enterprise Products Partners in 2018 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 335 increasing their positions, 350 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more call options, than puts

Call options by funds: $234M | Put options by funds: $88.3M

55% more first-time investments, than exits

New positions opened: 138 | Existing positions closed: 89

4% more funds holding

Funds holding: 9901,027 (+37)

4% more funds holding in top 10

Funds holding in top 10: 8487 (+3)

0.15% less ownership

Funds ownership: 36.7%36.55% (-0.15%)

4% less repeat investments, than reductions

Existing positions increased: 335 | Existing positions reduced: 350

14% less capital invested

Capital invested by funds: $22.9B → $19.6B (-$3.3B)

Holders
1,027
Holders Change
+37
Holders Change %
+3.74%
% of All Funds
22.88%
Holding in Top 10
87
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.57%
% of All Funds
1.94%
New
138
Increased
335
Reduced
350
Closed
89
Calls
$234M
Puts
$88.3M
Net Calls
+$146M
Net Calls Change
-$39.5M
Name Holding Trade Value Shares
Change
Change in
Stake
GTAM
1001
Global Trust Asset Management
Florida
$23K
NC
1002
NewSquare Capital
Pennsylvania
$23K
WF
1003
WealthTrust Fairport
Ohio
$23K
CAGAS
1004
Capital Advisory Group Advisory Services
Minnesota
$23K +$25K +933 New
GEA
1005
Glen Eagle Advisors
New Jersey
$22.9K +$2.68K +100 +12%
AAP
1006
Arax Advisory Partners
Colorado
$21K -$4.31K -161 -16%
CHC
1007
City Holding Co
West Virginia
$21K
WANY
1008
Wealthspire Advisors (New York)
New York
$21K +$22.4K +835 New
W
1009
WealthOne
New York
$21K +$23.3K +869 New
FFW
1010
Fusion Family Wealth
New York
$20K
KBC Group
1011
KBC Group
Belgium
$20K
PWMG
1012
Prestige Wealth Management Group
New Jersey
$18K +$19.2K +716 New
CFN
1013
Cordasco Financial Network
Florida
$16K -$24.8K -928 -58%
FPB
1014
First PREMIER Bank
South Dakota
$15K -$13.4K -500 -45%
HDIM
1015
Hanson & Doremus Investment Management
Vermont
$15K
WTB
1016
Washington Trust Bank
Washington
$15K
TF
1017
Tompkins Financial
New York
$14K -$25.4K -950 -62%
GT
1018
Glenmede Trust
Pennsylvania
$14K +$1.16M +43,438 +8%
CWM
1019
Cranbrook Wealth Management
Michigan
$13K
APC
1020
Aspire Private Capital
North Carolina
$12K +$13.3K +496 New
CCM
1021
Cribstone Capital Management
Maine
$11K -$15.1K -565 -57%
KCM
1022
Karp Capital Management
California
$11K +$12.5K +466 New
AOWM
1023
Alpha Omega Wealth Management
Virginia
$10K
AssetMark Inc
1024
AssetMark Inc
California
$10K
NPP
1025
New Potomac Partners
Maryland
$10K

EPD Hedge Fund Activity: Q4 2018 in Review

1,027 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Enterprise Products Partners (EPD) for Q4 2018, worth a combined $19.6B — down 14% from $22.9B a quarter earlier.

Buyers outnumbered sellers: 138 funds opened new EPD positions and 89 closed out — a net gain of 49 holders — while 335 added to existing stakes and 350 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $126M. The largest seller was ING Group, cutting an estimated $170M.

  • 1,027 institutional investors held Enterprise Products Partners (EPD) as of Q4 2018, up from 990 in Q3 2018.
  • Funds reported $19.6B of Enterprise Products Partners stock for Q4 2018, down 14% quarter-over-quarter.
  • 138 funds opened new Enterprise Products Partners positions in Q4 2018 and 89 closed out, a net change of +49 holders.
  • The largest Enterprise Products Partners buyer in Q4 2018 was Deutsche Bank, an estimated $126M added.
  • The largest Enterprise Products Partners seller in Q4 2018 was ING Group, an estimated $170M sold.

Based on aggregated 13F filings for Q4 2018.