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Enterprise Products Partners

897 hedge funds and large institutions have $21.1B invested in Enterprise Products Partners in 2017 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 326 increasing their positions, 315 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more call options, than puts

Call options by funds: $203M | Put options by funds: $83.1M

36% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 50

1% more funds holding

Funds holding: 888897 (+9)

3% more repeat investments, than reductions

Existing positions increased: 326 | Existing positions reduced: 315

0.13% less ownership

Funds ownership: 37.78%37.65% (-0.13%)

4% less capital invested

Capital invested by funds: $21.9B → $21.1B (-$834M)

2% less funds holding in top 10

Funds holding in top 10: 8280 (-2)

Holders
897
Holders Change
+9
Holders Change %
+1.01%
% of All Funds
22.36%
Holding in Top 10
80
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.44%
% of All Funds
1.99%
New
68
Increased
326
Reduced
315
Closed
50
Calls
$203M
Puts
$83.1M
Net Calls
+$120M
Net Calls Change
+$24.7M
Name Holding Trade Value Shares
Change
Change in
Stake
FCH
201
Freestone Capital Holdings
Washington
$5.55M +$431K +16,302 +8%
Luther King Capital Management (LKCM)
202
Luther King Capital Management (LKCM)
Texas
$5.55M +$44.7K +1,690 +0.8%
NIA
203
Northstar Investment Advisors
Colorado
$5.52M -$246K -9,315 -4%
OWP
204
Obermeyer Wealth Partners
Colorado
$5.31M -$72.7K -2,750 -1%
Brown Advisory
205
Brown Advisory
Maryland
$5.27M -$311K -11,779 -6%
PMG
206
ProVise Management Group
Florida
$5.27M -$7.56K -286 -0.1%
CCB
207
Cutter & Co Brokerage
Missouri
$5.16M +$1.61K +61 +0%
LFR
208
Lehman Financial Resources
Pennsylvania
$5.14M -$47.5K -1,796 -0.9%
PAG
209
Private Advisor Group
New Jersey
$5.12M +$354K +13,397 +7%
DW
210
Domani Wealth
Pennsylvania
$5.11M -$13.2K -500 -0.3%
AC
211
Avenir Corporation
Virginia
$5.1M -$89.9K -3,399 -2%
BF
212
BOK Financial
Oklahoma
$5M -$219K -8,275 -4%
Wellington Management Group
213
Wellington Management Group
Massachusetts
$4.95M +$3.59M +135,739 +250%
GLRA
214
Gerald L. Ray & Associates
Texas
$4.94M -$61.4K -2,324 -1%
GCC
215
Guardian Capital (Canada)
Ontario, Canada
$4.85M -$6.58K -249 -0.1%
Toronto Dominion Bank
216
Toronto Dominion Bank
Ontario, Canada
$4.78M -$9.21M -348,500 -66%
AIP
217
ARS Investment Partners
New York
$4.73M -$1.27M -48,158 -21%
UIC
218
Uniplan Investment Counsel
Wisconsin
$4.73M -$94K -3,555 -2%
NAM
219
North American Management
Massachusetts
$4.73M +$46.7K +1,765 +1%
RAM
220
Riggs Asset Management
Pennsylvania
$4.72M -$12.5K -471 -0.3%
AA
221
Ancora Advisors
Ohio
$4.7M +$218K +8,240 +5%
CGI
222
CI Global Investments
California
$4.65M -$13.9M -525,285 -75%
CCM
223
Catawba Capital Management
Virginia
$4.64M -$255K -9,636 -5%
LIM
224
Loudon Investment Management
New Hampshire
$4.58M -$79.4K -3,005 -2%
JWA
225
JFS Wealth Advisors
Pennsylvania
$4.55M -$58.8K -2,225 -1%

EPD Hedge Fund Activity: Q3 2017 in Review

897 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Enterprise Products Partners (EPD) for Q3 2017, worth a combined $21.1B — down 3.8% from $21.9B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new EPD positions and 50 closed out — a net gain of 18 holders — while 326 added to existing stakes and 315 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $189M. The largest seller was JP Morgan Chase, cutting an estimated $291M.

  • 897 institutional investors held Enterprise Products Partners (EPD) as of Q3 2017, up from 888 in Q2 2017.
  • Funds reported $21.1B of Enterprise Products Partners stock for Q3 2017, down 3.8% quarter-over-quarter.
  • 68 funds opened new Enterprise Products Partners positions in Q3 2017 and 50 closed out, a net change of +18 holders.
  • The largest Enterprise Products Partners buyer in Q3 2017 was Goldman Sachs, an estimated $189M added.
  • The largest Enterprise Products Partners seller in Q3 2017 was JP Morgan Chase, an estimated $291M sold.

Based on aggregated 13F filings for Q3 2017.