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Enterprise Products Partners

1,027 hedge funds and large institutions have $19.6B invested in Enterprise Products Partners in 2018 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 335 increasing their positions, 350 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more call options, than puts

Call options by funds: $234M | Put options by funds: $88.3M

55% more first-time investments, than exits

New positions opened: 138 | Existing positions closed: 89

4% more funds holding

Funds holding: 9901,027 (+37)

4% more funds holding in top 10

Funds holding in top 10: 8487 (+3)

0.15% less ownership

Funds ownership: 36.7%36.55% (-0.15%)

4% less repeat investments, than reductions

Existing positions increased: 335 | Existing positions reduced: 350

14% less capital invested

Capital invested by funds: $22.9B → $19.6B (-$3.3B)

Holders
1,027
Holders Change
+37
Holders Change %
+3.74%
% of All Funds
22.88%
Holding in Top 10
87
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.57%
% of All Funds
1.94%
New
138
Increased
335
Reduced
350
Closed
89
Calls
$234M
Puts
$88.3M
Net Calls
+$146M
Net Calls Change
-$39.5M
Name Holding Trade Value Shares
Change
Change in
Stake
HJGA
201
Hardman Johnston Global Advisors
Connecticut
$5.61M
ERSOT
202
Employees Retirement System of Texas
Texas
$5.48M
RCP
203
Rothschild Capital Partners
New York
$5.45M
FBB
204
Fulton Breakefield Broenniman
Maryland
$5.44M -$40K -1,493 -0.7%
Luther King Capital Management (LKCM)
205
Luther King Capital Management (LKCM)
Texas
$5.32M +$46.3K +1,730 +0.8%
CCM
206
Chilton Capital Management
Texas
$5.31M -$22.2K -830 -0.4%
TBA
207
Tower Bridge Advisors
Pennsylvania
$5.25M +$59.7K +2,230 +1%
CIMLRA
208
CBRE Investment Management Listed Real Assets
Pennsylvania
$5.2M -$636K -23,750 -10%
ABC
209
Associated Banc-Corp
Wisconsin
$5.17M -$24K -895 -0.4%
RM
210
Resource Management
Louisiana
$5.08M +$417K +15,596 +8%
WIA
211
Wealthstreet Investment Advisors
Texas
$4.99M +$26.8K +1,000 +0.6%
EWM
212
Evercore Wealth Management
New York
$4.76M -$228K -8,511 -4%
SAM
213
Securian Asset Management
Minnesota
$4.72M +$471K +17,600 +10%
SFM
214
Soros Fund Management
New York
$4.67M +$5.09M +190,000 New
Thrivent Financial for Lutherans
215
Thrivent Financial for Lutherans
Minnesota
$4.47M
PMG
216
ProVise Management Group
Florida
$4.44M -$27.4K -1,022 -0.6%
TCM
217
Tufton Capital Management
Maryland
$4.41M +$74.2K +2,773 +2%
JWA
218
JFS Wealth Advisors
Pennsylvania
$4.33M +$64.7K +2,416 +1%
OWP
219
Obermeyer Wealth Partners
Colorado
$4.32M -$165K -6,180 -3%
RAM
220
Riggs Asset Management
Pennsylvania
$4.31M +$5.92K +221 +0.1%
AIP
221
ARS Investment Partners
New York
$4.28M -$30.6K -1,145 -0.7%
NRS
222
Neville Rodie & Shaw
New York
$4.25M +$65.7K +2,453 +1%
PA
223
Pinnacle Associates
New York
$4.24M +$136K +5,092 +3%
DCM
224
Driehaus Capital Management
Illinois
$4.19M +$343K +12,803 +8%
FCH
225
Freestone Capital Holdings
Washington
$4.12M -$921K -34,393 -17%

EPD Hedge Fund Activity: Q4 2018 in Review

1,027 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Enterprise Products Partners (EPD) for Q4 2018, worth a combined $19.6B — down 14% from $22.9B a quarter earlier.

Buyers outnumbered sellers: 138 funds opened new EPD positions and 89 closed out — a net gain of 49 holders — while 335 added to existing stakes and 350 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $126M. The largest seller was ING Group, cutting an estimated $170M.

  • 1,027 institutional investors held Enterprise Products Partners (EPD) as of Q4 2018, up from 990 in Q3 2018.
  • Funds reported $19.6B of Enterprise Products Partners stock for Q4 2018, down 14% quarter-over-quarter.
  • 138 funds opened new Enterprise Products Partners positions in Q4 2018 and 89 closed out, a net change of +49 holders.
  • The largest Enterprise Products Partners buyer in Q4 2018 was Deutsche Bank, an estimated $126M added.
  • The largest Enterprise Products Partners seller in Q4 2018 was ING Group, an estimated $170M sold.

Based on aggregated 13F filings for Q4 2018.