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Enterprise Products Partners

1,110 hedge funds and large institutions have $13.1B invested in Enterprise Products Partners in 2021 Q4 according to their latest regulatory filings, with 152 funds opening new positions, 356 increasing their positions, 366 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more first-time investments, than exits

New positions opened: 152 | Existing positions closed: 68

19% more call options, than puts

Call options by funds: $221M | Put options by funds: $185M

6% more funds holding

Funds holding: 1,0451,110 (+65)

4% more funds holding in top 10

Funds holding in top 10: 4951 (+2)

3% more capital invested

Capital invested by funds: $12.7B → $13.1B (+$354M)

0.48% more ownership

Funds ownership: 26.88%27.36% (+0.48%)

3% less repeat investments, than reductions

Existing positions increased: 356 | Existing positions reduced: 366

Holders
1,110
Holders Change
+65
Holders Change %
+6.22%
% of All Funds
17.08%
Holding in Top 10
51
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.08%
% of All Funds
0.78%
New
152
Increased
356
Reduced
366
Closed
68
Calls
$221M
Puts
$185M
Net Calls
+$35.7M
Net Calls Change
-$39.7M
Name Holding Trade Value Shares
Change
Change in
Stake
LBA
226
Lowell Blake & Associates
Massachusetts
$3.7M +$257K +11,479 +7%
AI
227
ArchPoint Investors
Florida
$3.62M -$852K -38,000 -19%
AAA
228
Adams Asset Advisors
Texas
$3.6M +$52.5K +2,340 +1%
BS
229
Boenning & Scattergood
Pennsylvania
$3.59M -$66.7K -2,974 -2%
CFB
230
Cullen/Frost Bankers
Texas
$3.51M -$87K -3,879 -2%
AAM
231
AR Asset Management
California
$3.44M
OAMA
232
Oslo Asset Management AS
Norway
$3.4M +$1.68M +75,000 +94%
CM
233
Castleark Management
Illinois
$3.4M -$1.18M -52,800 -25%
POIA
234
Pin Oak Investment Advisors
Texas
$3.39M -$55.7K -2,485 -2%
Calamos Advisors
235
Calamos Advisors
Illinois
$3.38M
Group One Trading
236
Group One Trading
Illinois
$3.34M +$3.41M +152,033 New
CWP
237
CFM Wealth Partners
Texas
$3.34M -$29K -1,293 -0.9%
First Trust Advisors
238
First Trust Advisors
Illinois
$3.33M -$46.6K -2,077 -1%
V
239
Veritable
Delaware
$3.3M -$193K -8,605 -5%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
240
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$3.29M
RJT
241
Raymond James Trust
Florida
$3.29M -$136K -6,044 -4%
BC
242
Blackhill Capital
New Jersey
$3.29M
SPIA
243
Steward Partners Investment Advisory
New York
$3.28M +$27.1K +1,207 +0.8%
BIM
244
Bullseye Investment Management
Ohio
$3.25M +$3.32M +147,877 New
SGCA
245
Steel Grove Capital Advisors
Tennessee
$3.24M +$254K +11,344 +8%
SWP
246
Stratos Wealth Partners
Ohio
$3.22M -$228K -10,146 -6%
TPCW
247
TD Private Client Wealth
New York
$3.21M +$681K +30,364 +26%
TCM
248
Tufton Capital Management
Maryland
$3.18M -$17.9K -798 -0.5%
NFG
249
Nations Financial Group
Iowa
$3.17M +$748K +33,348 +30%
AM
250
Account Management
Massachusetts
$3.16M +$3.22M +143,755 New

EPD Hedge Fund Activity: Q4 2021 in Review

1,110 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Enterprise Products Partners (EPD) for Q4 2021, worth a combined $13.1B — up 2.8% from $12.7B a quarter earlier.

Buyers outnumbered sellers: 152 funds opened new EPD positions and 68 closed out — a net gain of 84 holders — while 356 added to existing stakes and 366 trimmed.

The largest buyer was Blackstone Inc, adding an estimated $61.3M. The largest seller was Goldman Sachs, cutting an estimated $203M.

  • 1,110 institutional investors held Enterprise Products Partners (EPD) as of Q4 2021, up from 1,045 in Q3 2021.
  • Funds reported $13.1B of Enterprise Products Partners stock for Q4 2021, up 2.8% quarter-over-quarter.
  • 152 funds opened new Enterprise Products Partners positions in Q4 2021 and 68 closed out, a net change of +84 holders.
  • The largest Enterprise Products Partners buyer in Q4 2021 was Blackstone Inc, an estimated $61.3M added.
  • The largest Enterprise Products Partners seller in Q4 2021 was Goldman Sachs, an estimated $203M sold.

Based on aggregated 13F filings for Q4 2021.