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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
Goldman Sachs
1
Goldman Sachs
New York
$1.19B +$189M +7,151,637 +18%
TCA
2
Tortoise Capital Advisors
Kansas
$1.14B +$55.3M +2,092,528 +5%
HFA
3
Harvest Fund Advisors
Pennsylvania
$1.11B +$54.9M +2,076,377 +5%
AA
4
ALPS Advisors
Colorado
$1.02B +$4.72M +178,605 +0.5%
Bank of America
5
Bank of America
North Carolina
$970M +$90.5M +3,422,982 +10%
KACA
6
Kayne Anderson Capital Advisors
California
$846M -$2.39M -90,254 -0.3%
Morgan Stanley
7
Morgan Stanley
New York
$805M -$80.5M -3,043,955 -9%
Neuberger Berman Group
8
Neuberger Berman Group
New York
$521M +$21.9M +826,525 +4%
CIBC Private Wealth Group
9
CIBC Private Wealth Group
Georgia
$510M +$32.8M +1,240,194 +7%
Fayez Sarofim & Co
10
Fayez Sarofim & Co
Texas
$509M +$4.95M +187,395 +1%
EIP
11
Energy Income Partners
Connecticut
$500M +$23.6M +893,153 +5%
O
12
OppenheimerFunds
New York
$467M -$9.09M -343,684 -2%
ClearBridge Investments
13
ClearBridge Investments
New York
$439M +$3.95M +149,520 +0.9%
SCA
14
Salient Capital Advisors
Texas
$371M +$26.8M +1,013,508 +8%
Massachusetts Financial Services
15
Massachusetts Financial Services
Massachusetts
$367M +$26.8M +1,012,743 +8%
CCM
16
Chickasaw Capital Management
Tennessee
$361M -$18M -681,282 -5%
UBS Group
17
UBS Group
Switzerland
$351M -$32.3M -1,220,159 -8%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$351M +$16.4M +618,606 +5%
JP Morgan Chase
19
JP Morgan Chase
New York
$333M -$291M -10,988,976 -46%
AR
20
Argyll Research
Delaware
$304M -$6.32M -239,197 -2%
CCCA
21
Center Coast Capital Advisors
Texas
$300M +$7.91M +299,067 +3%
Deutsche Bank
22
Deutsche Bank
Germany
$293M -$23.1M -874,153 -7%
COPPSERS
23
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$291M +$10.8M +410,055 +4%
MHI
24
Miller Howard Investments
New York
$248M -$13.1M -496,871 -5%
American Century Companies
25
American Century Companies
Missouri
$244M +$46.3M +1,752,890 +23%

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.