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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
AIG
201
American International Group
New York
$5.08M -$67.9K -2,048 -1%
WEC
202
Winslow Evans & Crocker
Massachusetts
$5.03M -$141K -4,242 -3%
Massachusetts Financial Services
203
Massachusetts Financial Services
Massachusetts
$4.93M +$4.71M +142,100 New
PCM
204
Palisade Capital Management
New Jersey
$4.8M -$87.9K -2,652 -2%
LFR
205
Lehman Financial Resources
Pennsylvania
$4.79M +$101K +3,060 +2%
MCC
206
Mid Continent Capital
Illinois
$4.76M
LTFS
207
Ladenburg Thalmann Financial Services
Florida
$4.65M -$77.9K -2,350 -2%
LW
208
Linscomb Wealth
Texas
$4.62M -$794K -23,942 -15%
JIC
209
Johnson Investment Counsel
Ohio
$4.54M -$162K -4,894 -4%
KFS
210
KMS Financial Services
Washington
$4.5M +$1.53M +46,298 +55%
CCG
211
Chatham Capital Group
Georgia
$4.46M +$928 +28 +0%
WRM
212
Westport Resources Management
Connecticut
$4.42M +$485K +14,642 +13%
CB
213
Commerce Bank
Missouri
$4.39M +$231K +6,960 +6%
HB
214
Homrich & Berg
Georgia
$4.28M +$22.6K +682 +0.6%
NIA
215
Northstar Investment Advisors
Colorado
$4.27M +$148K +4,470 +4%
FAAS
216
First Allied Advisory Services
California
$4.22M -$597 -18 -0%
RA
217
RR Advisors
Texas
$4.19M
EAM
218
EULAV Asset Management
Florida
$4.16M
CCG
219
Cypress Capital Group
Florida
$4.12M -$174K -5,250 -4%
NFGCM
220
Norman Fields Gottscho Capital Management
New York
$3.98M -$105K -3,160 -3%
BGA
221
Belmont Global Advisors
Texas
$3.97M -$612K -18,474 -14%
Brown Advisory
222
Brown Advisory
Maryland
$3.87M +$24.8K +748 +0.7%
MAM
223
Marquette Asset Management
Minnesota
$3.81M
WC
224
Whitney & Co
New York
$3.76M -$36.5K -1,100 -1%
AAA
225
Adams Asset Advisors
Texas
$3.75M

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.