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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
SWM
176
Segment Wealth Management
Texas
$6.07M +$173K +5,208 +3%
TC
177
Tetrad Corporation
Nebraska
$6.01M
SAMC
178
Shinko Asset Management Company
Japan
$5.96M -$1.05M -31,800 -16%
BNP Paribas Asset Management
179
BNP Paribas Asset Management
France
$5.94M -$702K -21,182 -11%
GLRA
180
Gerald L. Ray & Associates
Texas
$5.93M -$33.1K -1,000 -0.6%
EIA
181
Edgemoor Investment Advisors
Maryland
$5.89M +$799K +24,110 +17%
ECM
182
Ensemble Capital Management
California
$5.86M -$152K -4,600 -3%
NAM
183
North American Management
Massachusetts
$5.82M -$9.62M -290,260 -63%
OA
184
Oxbow Advisors
Texas
$5.81M -$47.8K -1,442 -0.9%
PA
185
Pinnacle Associates
New York
$5.77M +$11.2K +338 +0.2%
HS
186
Huntington Steele
Pennsylvania
$5.72M +$39.4K +1,188 +0.7%
CCM
187
Catawba Capital Management
Virginia
$5.72M +$12.5K +376 +0.2%
Bank of Montreal
188
Bank of Montreal
Ontario, Canada
$5.71M +$2.77M +83,532 +103%
MIM
189
Marco Investment Management
Georgia
$5.69M +$79.7K +2,404 +1%
TD Asset Management
190
TD Asset Management
Ontario, Canada
$5.64M -$26.5K -800 -0.5%
ICAS
191
Investors Capital Advisory Services
Massachusetts
$5.53M +$244K +7,366 +5%
IC
192
Inverness Counsel
New York
$5.49M
MPM
193
Meritage Portfolio Management
Kansas
$5.39M +$124K +3,750 +2%
OCM
194
Orleans Capital Management
Louisiana
$5.38M -$16.5K -498 -0.3%
CIP
195
Chartwell Investment Partners
Pennsylvania
$5.38M +$2.49M +75,000 +94%
GBA
196
Garrison Bradford & Associates
New York
$5.34M +$40.8K +1,232 +0.8%
LMGAM
197
Liberty Mutual Group Asset Management
Massachusetts
$5.34M -$786K -23,702 -13%
AC
198
Avenir Corporation
Virginia
$5.31M
K
199
Kemper
Illinois
$5.2M
Cambridge Investment Research Advisors
200
Cambridge Investment Research Advisors
Iowa
$5.13M -$51.4K -1,552 -1%

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.