We are live on ! Find out more
EPD icon

Enterprise Products Partners

855 hedge funds and large institutions have $22B invested in Enterprise Products Partners in 2016 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 303 increasing their positions, 270 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more call options, than puts

Call options by funds: $281M | Put options by funds: $106M

157% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 37

27% more capital invested

Capital invested by funds: $17.4B → $22B (+$4.66B)

12% more repeat investments, than reductions

Existing positions increased: 303 | Existing positions reduced: 270

11% more funds holding in top 10

Funds holding in top 10: 8291 (+9)

6% more funds holding

Funds holding: 806855 (+49)

1.24% more ownership

Funds ownership: 34.94%36.18% (+1.2%)

Holders
855
Holders Change
+49
Holders Change %
+6.08%
% of All Funds
22.81%
Holding in Top 10
91
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+10.98%
% of All Funds
2.43%
New
95
Increased
303
Reduced
270
Closed
37
Calls
$281M
Puts
$106M
Net Calls
+$175M
Net Calls Change
+$135M
Name Holding Trade Value Shares
Change
Change in
Stake
OWP
176
Obermeyer Wealth Partners
Colorado
$7.49M +$155K +5,772 +2%
GC
177
Grace Capital
Massachusetts
$7.34M +$1.55M +57,646 +30%
BTS
178
BB&T Securities
Virginia
$7.3M +$908K +33,817 +16%
TCM
179
Texan Capital Management
Texas
$7.3M -$8.05K -300 -0.1%
CI
180
Cincinnati Insurance
Ohio
$7.22M
SWM
181
Segment Wealth Management
Texas
$7.11M -$457K -17,012 -7%
RCP
182
Rothschild Capital Partners
New York
$6.86M +$96.5K +3,596 +2%
BC
183
Blackhill Capital
New Jersey
$6.79M -$80.5K -3,000 -1%
HS
184
Huntington Steele
Pennsylvania
$6.62M +$7.57K +282 +0.1%
AIP
185
ARS Investment Partners
New York
$6.61M -$451K -16,810 -7%
First Manhattan
186
First Manhattan
New York
$6.53M +$110K +4,095 +2%
HH
187
HWG Holdings
Texas
$6.53M +$5.99M +223,161 New
PCM
188
Pointe Capital Management
Michigan
$6.49M -$236K -8,783 -4%
VF
189
Virtu Financial
New York
$6.47M +$5.93M +221,081 New
AAM
190
Advisors Asset Management
Colorado
$6.39M +$205K +7,652 +4%
AllianceBernstein
191
AllianceBernstein
Tennessee
$6.39M +$132K +4,932 +2%
TCM
192
Tufton Capital Management
Maryland
$6.33M -$100K -3,733 -2%
MIM
193
Marco Investment Management
Georgia
$6.2M +$297K +11,050 +6%
SB
194
Suntrust Banks
Georgia
$6.05M +$340K +12,654 +7%
LFR
195
Lehman Financial Resources
Pennsylvania
$6.02M -$124K -4,626 -2%
JWA
196
JFS Wealth Advisors
Pennsylvania
$5.95M -$113K -4,200 -2%
SIM
197
Summitview Investment Management
Cayman Islands
$5.85M
DW
198
Domani Wealth
Pennsylvania
$5.83M -$100K -3,741 -2%
AC
199
Avenir Corporation
Virginia
$5.82M +$237K +8,837 +5%
Luther King Capital Management (LKCM)
200
Luther King Capital Management (LKCM)
Texas
$5.8M +$9.88K +368 +0.2%

EPD Hedge Fund Activity: Q2 2016 in Review

855 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Enterprise Products Partners (EPD) for Q2 2016, worth a combined $22B — up 27% from $17.4B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new EPD positions and 37 closed out — a net gain of 58 holders — while 303 added to existing stakes and 270 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $374M. The largest seller was Advisory Research, cutting an estimated $71.8M.

  • 855 institutional investors held Enterprise Products Partners (EPD) as of Q2 2016, up from 806 in Q1 2016.
  • Funds reported $22B of Enterprise Products Partners stock for Q2 2016, up 27% quarter-over-quarter.
  • 95 funds opened new Enterprise Products Partners positions in Q2 2016 and 37 closed out, a net change of +58 holders.
  • The largest Enterprise Products Partners buyer in Q2 2016 was Morgan Stanley, an estimated $374M added.
  • The largest Enterprise Products Partners seller in Q2 2016 was Advisory Research, an estimated $71.8M sold.

Based on aggregated 13F filings for Q2 2016.