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Enterprise Products Partners

905 hedge funds and large institutions have $21.9B invested in Enterprise Products Partners in 2017 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 319 increasing their positions, 331 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more call options, than puts

Call options by funds: $180M | Put options by funds: $77.2M

75% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 40

3% more funds holding in top 10

Funds holding in top 10: 7981 (+2)

2% more funds holding

Funds holding: 886905 (+19)

4% more capital invested

Capital invested by funds: $21B → $21.9B (+$830M)

0.46% more ownership

Funds ownership: 36.99%37.44% (+0.46%)

4% less repeat investments, than reductions

Existing positions increased: 319 | Existing positions reduced: 331

Holders
905
Holders Change
+19
Holders Change %
+2.14%
% of All Funds
22.53%
Holding in Top 10
81
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.53%
% of All Funds
2.02%
New
70
Increased
319
Reduced
331
Closed
40
Calls
$180M
Puts
$77.2M
Net Calls
+$103M
Net Calls Change
-$22.8M
Name Holding Trade Value Shares
Change
Change in
Stake
HFA
1
Harvest Fund Advisors
Pennsylvania
$1.19B +$78.8M +2,820,191 +7%
TCA
2
Tortoise Capital Advisors
Kansas
$1.11B +$1.95M +69,721 +0.2%
AA
3
ALPS Advisors
Colorado
$1.07B +$88.4M +3,165,125 +8%
Goldman Sachs
4
Goldman Sachs
New York
$1.03B +$85.1M +3,046,896 +9%
Morgan Stanley
5
Morgan Stanley
New York
$955M -$60.2M -2,154,205 -6%
KACA
6
Kayne Anderson Capital Advisors
California
$902M +$29.2M +1,044,310 +3%
JP Morgan Chase
7
JP Morgan Chase
New York
$665M +$39.1M +1,401,532 +6%
Bank of America
8
Bank of America
North Carolina
$618M +$112M +4,012,955 +22%
Fayez Sarofim & Co
9
Fayez Sarofim & Co
Texas
$527M +$3.06M +109,422 +0.6%
EIP
10
Energy Income Partners
Connecticut
$503M +$8.34M +298,514 +2%
O
11
OppenheimerFunds
New York
$501M +$4.43M +158,648 +0.9%
Neuberger Berman Group
12
Neuberger Berman Group
New York
$492M -$7.69M -275,405 -2%
CIBC Private Wealth Group
13
CIBC Private Wealth Group
Georgia
$488M +$1.63M +58,459 +0.3%
ClearBridge Investments
14
ClearBridge Investments
New York
$469M -$1.78M -63,630 -0.4%
UBS Group
15
UBS Group
Switzerland
$425M -$37.9M -1,357,549 -8%
CCM
16
Chickasaw Capital Management
Tennessee
$402M +$117M +4,202,364 +41%
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$380M -$8.36M -299,119 -2%
SCA
18
Salient Capital Advisors
Texas
$365M +$17M +607,726 +5%
Deutsche Bank
19
Deutsche Bank
Germany
$353M -$28.6M -1,022,214 -7%
CCCA
20
Center Coast Capital Advisors
Texas
$339M -$9.7M -347,430 -3%
Massachusetts Financial Services
21
Massachusetts Financial Services
Massachusetts
$314M +$93.4K +3,344 +0%
AR
22
Argyll Research
Delaware
$312M -$5.82M -208,442 -2%
COPPSERS
23
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$302M +$4.37M +156,569 +1%
MHI
24
Miller Howard Investments
New York
$296M -$12.3M -440,348 -4%
ST
25
Sentinel Trust
Texas
$271M -$65.4M -2,341,642 -19%

EPD Hedge Fund Activity: Q1 2017 in Review

905 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Enterprise Products Partners (EPD) for Q1 2017, worth a combined $21.9B — up 3.9% from $21B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new EPD positions and 40 closed out — a net gain of 30 holders — while 319 added to existing stakes and 331 trimmed.

The largest buyer was Chickasaw Capital Management, adding an estimated $117M. The largest seller was ING Group, cutting an estimated $133M.

  • 905 institutional investors held Enterprise Products Partners (EPD) as of Q1 2017, up from 886 in Q4 2016.
  • Funds reported $21.9B of Enterprise Products Partners stock for Q1 2017, up 3.9% quarter-over-quarter.
  • 70 funds opened new Enterprise Products Partners positions in Q1 2017 and 40 closed out, a net change of +30 holders.
  • The largest Enterprise Products Partners buyer in Q1 2017 was Chickasaw Capital Management, an estimated $117M added.
  • The largest Enterprise Products Partners seller in Q1 2017 was ING Group, an estimated $133M sold.

Based on aggregated 13F filings for Q1 2017.