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Enterprise Products Partners

724 hedge funds and large institutions have $19.2B invested in Enterprise Products Partners in 2014 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 261 increasing their positions, 220 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more call options, than puts

Call options by funds: $85.4M | Put options by funds: $48.9M

65% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 34

19% more repeat investments, than reductions

Existing positions increased: 261 | Existing positions reduced: 220

7% more capital invested

Capital invested by funds: $18B → $19.2B (+$1.24B)

5% more funds holding in top 10

Funds holding in top 10: 8387 (+4)

2% more funds holding

Funds holding: 711724 (+13)

0.63% more ownership

Funds ownership: 58.39%59.02% (+0.63%)

Holders
724
Holders Change
+13
Holders Change %
+1.83%
% of All Funds
20.91%
Holding in Top 10
87
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+4.82%
% of All Funds
2.51%
New
56
Increased
261
Reduced
220
Closed
34
Calls
$85.4M
Puts
$48.9M
Net Calls
+$36.5M
Net Calls Change
+$1.83M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
151
Blackhill Capital
New Jersey
$8.02M -$914K -27,560 -11%
JWA
152
JFS Wealth Advisors
Pennsylvania
$7.93M -$66.3K -2,000 -0.9%
BBHC
153
Brown Brothers Harriman & Co
New York
$7.92M -$544K -16,406 -7%
HNB
154
Huntington National Bank
Ohio
$7.5M +$6.1M +183,922 +569%
HBWM
155
Hollow Brook Wealth Management
New York
$7.45M +$430K +12,982 +6%
GIM
156
Grassi Investment Management
California
$7.21M -$19.8K -598 -0.3%
YCM
157
Yorkville Capital Management
New York
$7.12M +$53.2K +1,604 +0.8%
TBA
158
Tower Bridge Advisors
Pennsylvania
$6.98M +$154K +4,648 +2%
PWM
159
ParenteBeard Wealth Management
Pennsylvania
$6.97M -$19.6K -590 -0.3%
HT
160
HighTower Trust
Texas
$6.97M -$2.68M -80,896 -29%
RCM
161
Riverhead Capital Management
Delaware
$6.94M
PCA
162
Private Capital Advisors
Connecticut
$6.91M -$61K -1,840 -0.9%
LIM
163
Leavell Investment Management
Alabama
$6.87M +$181K +5,460 +3%
SIC
164
Salem Investment Counselors
North Carolina
$6.86M +$56.4K +1,700 +0.9%
DADC
165
D.A. Davidson & Co
Montana
$6.65M -$512K -15,444 -7%
TCM
166
Tufton Capital Management
Maryland
$6.65M +$30.2K +910 +0.5%
KPCM
167
Kings Point Capital Management
New York
$6.64M +$33.1K +1,000 +0.5%
BPBT
168
Boston Private Bank & Trust
Massachusetts
$6.49M -$330K -9,948 -5%
Bank of Nova Scotia
169
Bank of Nova Scotia
Ontario, Canada
$6.44M +$1.2M +36,282 +24%
NPC
170
National Planning Corporation
California
$6.41M -$174K -5,260 -3%
TCM
171
Texan Capital Management
Texas
$6.39M -$16.6K -500 -0.3%
B
172
Barings
North Carolina
$6.35M -$285K -8,600 -4%
NFC
173
Northeast Financial Consultants
Connecticut
$6.31M +$240K +7,244 +4%
WA
174
WFG Advisors
Texas
$6.31M -$1.18M -35,686 -16%
Luther King Capital Management (LKCM)
175
Luther King Capital Management (LKCM)
Texas
$6.26M +$362K +10,918 +6%

EPD Hedge Fund Activity: Q1 2014 in Review

724 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Enterprise Products Partners (EPD) for Q1 2014, worth a combined $19.2B — up 6.9% from $18B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new EPD positions and 34 closed out — a net gain of 22 holders — while 261 added to existing stakes and 220 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $128M. The largest seller was Invesco, cutting an estimated $397M.

  • 724 institutional investors held Enterprise Products Partners (EPD) as of Q1 2014, up from 711 in Q4 2013.
  • Funds reported $19.2B of Enterprise Products Partners stock for Q1 2014, up 6.9% quarter-over-quarter.
  • 56 funds opened new Enterprise Products Partners positions in Q1 2014 and 34 closed out, a net change of +22 holders.
  • The largest Enterprise Products Partners buyer in Q1 2014 was First Trust Advisors, an estimated $128M added.
  • The largest Enterprise Products Partners seller in Q1 2014 was Invesco, an estimated $397M sold.

Based on aggregated 13F filings for Q1 2014.