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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
TCA
1
Tortoise Capital Advisors
Kansas
$1.17B +$79M +2,383,696 +8%
KACA
2
Kayne Anderson Capital Advisors
California
$1.07B +$28M +844,530 +3%
JP Morgan Chase
3
JP Morgan Chase
New York
$968M -$257K -7,758 -0%
Goldman Sachs
4
Goldman Sachs
New York
$868M -$1.31M -39,636 -0.2%
AA
5
ALPS Advisors
Colorado
$821M -$21.5M -649,748 -3%
Deutsche Bank
6
Deutsche Bank
Germany
$762M +$40.9M +1,234,802 +6%
Neuberger Berman Group
7
Neuberger Berman Group
New York
$672M -$2.76M -83,192 -0.4%
ClearBridge Investments
8
ClearBridge Investments
New York
$646M -$5.58M -168,366 -0.9%
HFA
9
Harvest Fund Advisors
Pennsylvania
$637M +$58.1M +1,753,928 +11%
U
10
UBS
Switzerland
$569M -$6.47M -195,054 -1%
Fayez Sarofim & Co
11
Fayez Sarofim & Co
Texas
$567M +$4.57M +137,854 +0.8%
O
12
OppenheimerFunds
New York
$537M +$37.8M +1,140,880 +8%
JHIU
13
Janus Henderson Investors US
Colorado
$510M -$5.42M -163,508 -1%
Bank of America
14
Bank of America
North Carolina
$493M +$1.87M +56,498 +0.4%
MHI
15
Miller Howard Investments
New York
$488M +$13.4M +404,162 +3%
CIBC Private Wealth Group
16
CIBC Private Wealth Group
Georgia
$481M +$452M +13,640,948 New
Morgan Stanley
17
Morgan Stanley
New York
$385M -$1.32M -39,802 -0.4%
AR
18
Advisory Research
Illinois
$349M +$4.9M +147,954 +1%
CA
19
Cortland Advisers
Delaware
$326M
EIP
20
Energy Income Partners
Connecticut
$311M +$586K +17,684 +0.2%
Toronto Dominion Bank
21
Toronto Dominion Bank
Ontario, Canada
$246M
SCA
22
Salient Capital Advisors
Texas
$240M +$18.4M +554,108 +9%
CCCA
23
Center Coast Capital Advisors
Texas
$240M +$6.75M +203,548 +3%
COPPSERS
24
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$218M +$5.67M +171,036 +3%
EGA
25
Eagle Global Advisors
Texas
$197M +$700K +21,130 +0.4%

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.