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Enterprise Products Partners
EPD

888 hedge funds and large institutions have $21.9B invested in Enterprise Products Partners in 2017 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 319 increasing their positions, 305 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

137% more call options, than puts

Call options by funds: $165M | Put options by funds: $69.5M

1% more funds holding in top 10

Funds holding in top 10: 81 → 82 (+1)

5% more repeat investments, than reductions

Existing positions increased: 319 | Existing positions reduced: 305

0.34% more ownership

Funds ownership: 37.44% → 37.78% (+0.34%)

0% more capital invested

Capital invested by funds: $21.9B → $21.9B (+$56.3M)

2% less funds holding

Funds holding: 905 → 888 (-17)

10% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 58

Holders
888
Holders Change
-17
Holders Change %
-1.88%
% of All Funds
22.14%
Holding in Top 10
82
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.23%
% of All Funds
2.04%
New
52
Increased
319
Reduced
305
Closed
58
Calls
$165M
Puts
$69.5M
Net Calls
+$95.4M
Net Calls Change
-$7.58M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$309M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$260M
3
Principal Financial Group
Principal Financial Group
Iowa
+$143M
4
CBOA
Commonwealth Bank of Australia
Australia
+$107M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$46.2M

Top Sellers

1
HFA
Harvest Fund Advisors
Pennsylvania
-$69.5M
2
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$59.2M
3
AA
ALPS Advisors
Colorado
-$54.8M
4
N
Nuveen
North Carolina
-$50.1M
5
CCCA
Center Coast Capital Advisors
Texas
-$29.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
126
LPL Financial
California
$14.4M +$1.19M +43,873 +9%
CPIG
127
Chicago Partners Investment Group
Illinois
$14.2M -$1.48M -54,535 -9%
SC
128
SRB Corp
Massachusetts
$14.1M – – –
MIG
129
Mariner Investment Group
New York
$13.9M +$1.56M +57,500 +13%
UR
130
USCA RIA
Texas
$13.5M -$161K -5,945 -1%
GT
131
Glenmede Trust
Pennsylvania
$13.2M – – –
SOMRS
132
State of Michigan Retirement System
Michigan
$13.1M – – –
SWITC
133
Stewart West Indies Trading Company
Colorado
$12.9M – – –
TAM
134
Trust Asset Management
Texas
$12.9M +$5.06M +186,940 +65%
WI
135
Wafra Inc
New York
$12.8M +$6.79M +250,539 +112%
WMSA
136
Weiss Multi-Strategy Advisers
New York
$12.6M -$6.34M -234,134 -33%
MIS
137
Morningstar Investment Services
Illinois
$12.6M +$530K +19,553 +4%
MWNA
138
Marshall Wace North America
New York
$12.5M +$12.5M +463,004 New
JAM
139
Jupiter Asset Management
United Kingdom
$12.5M +$1.17M +43,208 +10%
Janney Montgomery Scott
140
Janney Montgomery Scott
Pennsylvania
$12.4M -$449K -16,574 -3%
CVSCT
141
C.V. Starr & Co Trust
New York
$12.2M – – –
Allianz Asset Management
142
Allianz Asset Management
Germany
$12M -$4.9M -180,724 -29%
HBWM
143
Hollow Brook Wealth Management
New York
$11.7M -$102K -3,768 -0.9%
VIP
144
Vantage Investment Partners
Missouri
$11.5M +$1.82M +67,155 +19%
SGCA
145
Steel Grove Capital Advisors
Tennessee
$11.4M -$2.27M -83,909 -17%
CIMLRA
146
CBRE Investment Management Listed Real Assets
Pennsylvania
$11.4M -$3.43M -126,750 -23%
CAM
147
Cypress Asset Management
Texas
$11.1M -$2.18M -80,335 -16%
AM
148
Account Management
Massachusetts
$10.9M +$16.3K +600 +0.1%
BWP
149
Baldwin Wealth Partners
Massachusetts
$10.8M -$193K -7,112 -2%
AHC
150
Adell Harriman & Carpenter
Texas
$10.8M -$192K -7,105 -2%
4 5
6
7 8

EPD Hedge Fund Activity: Q2 2017 in Review

888 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Enterprise Products Partners (EPD) for Q2 2017, worth a combined $21.9B — up 0.26% from $21.9B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of EPD and 52 opened new positions — a net loss of 6 holders — while 305 trimmed existing stakes and 319 added.

The largest buyer was Bank of America, adding an estimated $309M. The largest seller was Harvest Fund Advisors, cutting an estimated $69.5M.

  • 888 institutional investors held Enterprise Products Partners (EPD) as of Q2 2017, down from 905 in Q1 2017.
  • Funds reported $21.9B of Enterprise Products Partners stock for Q2 2017, up 0.26% quarter-over-quarter.
  • 52 funds opened new Enterprise Products Partners positions in Q2 2017 and 58 closed out, a net change of -6 holders.
  • The largest Enterprise Products Partners buyer in Q2 2017 was Bank of America, an estimated $309M added.
  • The largest Enterprise Products Partners seller in Q2 2017 was Harvest Fund Advisors, an estimated $69.5M sold.

Based on aggregated 13F filings for Q2 2017.