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Enterprise Products Partners

990 hedge funds and large institutions have $22.9B invested in Enterprise Products Partners in 2018 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 304 increasing their positions, 369 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

237% more call options, than puts

Call options by funds: $263M | Put options by funds: $78M

74% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 38

12% more funds holding in top 10

Funds holding in top 10: 7584 (+9)

6% more capital invested

Capital invested by funds: $21.7B → $22.9B (+$1.28B)

2% more funds holding

Funds holding: 969990 (+21)

0.4% more ownership

Funds ownership: 36.3%36.7% (+0.4%)

18% less repeat investments, than reductions

Existing positions increased: 304 | Existing positions reduced: 369

Holders
990
Holders Change
+21
Holders Change %
+2.17%
% of All Funds
22.63%
Holding in Top 10
84
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+12%
% of All Funds
1.92%
New
66
Increased
304
Reduced
369
Closed
38
Calls
$263M
Puts
$78M
Net Calls
+$185M
Net Calls Change
+$7.65M
Name Holding Trade Value Shares
Change
Change in
Stake
HFA
1
Harvest Fund Advisors
Pennsylvania
$1.39B +$65.2M +2,255,648 +5%
Goldman Sachs
2
Goldman Sachs
New York
$1.34B -$13.7M -472,677 -1%
TCA
3
Tortoise Capital Advisors
Kansas
$1.21B +$82.1M +2,841,648 +7%
AA
4
ALPS Advisors
Colorado
$1.02B -$59.3M -2,053,664 -5%
KACA
5
Kayne Anderson Capital Advisors
California
$872M -$892K -30,865 -0.1%
UBS Group
6
UBS Group
Switzerland
$766M +$127M +4,387,643 +20%
Bank of America
7
Bank of America
North Carolina
$739M -$27.6M -955,007 -4%
Fayez Sarofim & Co
8
Fayez Sarofim & Co
Texas
$567M +$1.13M +39,091 +0.2%
Morgan Stanley
9
Morgan Stanley
New York
$565M +$42.6M +1,472,976 +8%
Neuberger Berman Group
10
Neuberger Berman Group
New York
$561M -$15.2M -525,898 -3%
CIBC Private Wealth Group
11
CIBC Private Wealth Group
Georgia
$540M +$34.5M +1,193,818 +7%
EIP
12
Energy Income Partners
Connecticut
$525M +$7.06M +244,425 +1%
O
13
OppenheimerFunds
New York
$514M +$7.01M +242,655 +1%
ClearBridge Investments
14
ClearBridge Investments
New York
$425M -$14.2M -490,784 -3%
Massachusetts Financial Services
15
Massachusetts Financial Services
Massachusetts
$415M -$14.3M -493,707 -3%
BC
16
Brookfield Corp
Ontario, Canada
$409M +$20.9M +725,028 +5%
JP Morgan Chase
17
JP Morgan Chase
New York
$396M -$16.7M -576,376 -4%
BlackRock
18
BlackRock
New York
$385M -$5.68M -196,580 -1%
CCM
19
Chickasaw Capital Management
Tennessee
$381M -$4.82M -166,777 -1%
SCA
20
Salient Capital Advisors
Texas
$370M +$6.99M +241,881 +2%
COPPSERS
21
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$364M +$17.4M +603,056 +5%
T. Rowe Price Associates
22
T. Rowe Price Associates
Maryland
$340M -$653K -22,610 -0.2%
AR
23
Argyll Research
Delaware
$312M -$41.3M -1,430,369 -12%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$295M -$36.1M -1,249,471 -11%
EGA
25
Eagle Global Advisors
Texas
$258M -$4.38M -151,658 -2%

EPD Hedge Fund Activity: Q3 2018 in Review

990 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Enterprise Products Partners (EPD) for Q3 2018, worth a combined $22.9B — up 5.9% from $21.7B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new EPD positions and 38 closed out — a net gain of 28 holders — while 304 added to existing stakes and 369 trimmed.

The largest buyer was UBS Group, adding an estimated $127M. The largest seller was Credit Suisse, cutting an estimated $64.1M.

  • 990 institutional investors held Enterprise Products Partners (EPD) as of Q3 2018, up from 969 in Q2 2018.
  • Funds reported $22.9B of Enterprise Products Partners stock for Q3 2018, up 5.9% quarter-over-quarter.
  • 66 funds opened new Enterprise Products Partners positions in Q3 2018 and 38 closed out, a net change of +28 holders.
  • The largest Enterprise Products Partners buyer in Q3 2018 was UBS Group, an estimated $127M added.
  • The largest Enterprise Products Partners seller in Q3 2018 was Credit Suisse, an estimated $64.1M sold.

Based on aggregated 13F filings for Q3 2018.