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Enterprise Products Partners

1,143 hedge funds and large institutions have $14.3B invested in Enterprise Products Partners in 2022 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 433 increasing their positions, 319 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more call options, than puts

Call options by funds: $333M | Put options by funds: $161M

36% more repeat investments, than reductions

Existing positions increased: 433 | Existing positions reduced: 319

11% more funds holding in top 10

Funds holding in top 10: 6370 (+7)

5% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 63

0.28% less ownership

Funds ownership: 27.19%26.92% (-0.28%)

1% less funds holding

Funds holding: 1,1541,143 (-11)

6% less capital invested

Capital invested by funds: $15.3B → $14.3B (-$985M)

Holders
1,143
Holders Change
-11
Holders Change %
-0.95%
% of All Funds
19.26%
Holding in Top 10
70
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+11.11%
% of All Funds
1.18%
New
66
Increased
433
Reduced
319
Closed
63
Calls
$333M
Puts
$161M
Net Calls
+$172M
Net Calls Change
+$35.5M
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
226
Avantax Advisory Services
Texas
$3.97M +$419K +15,943 +11%
RJT
227
Raymond James Trust
Florida
$3.91M -$168K -6,389 -4%
GVAG
228
Great Valley Advisor Group
Delaware
$3.86M +$694K +26,369 +20%
Sumitomo Mitsui Trust Group
229
Sumitomo Mitsui Trust Group
Japan
$3.85M -$868K -33,000 -17%
AAM
230
AR Asset Management
California
$3.84M +$26.3K +1,000 +0.6%
TPCW
231
TD Private Client Wealth
New York
$3.8M -$222K -8,448 -5%
FWIA
232
Fort Washington Investment Advisors
Ohio
$3.78M -$1.33M -50,373 -25%
CCA
233
Childress Capital Advisors
Texas
$3.77M +$408K +15,500 +11%
CM
234
Castleark Management
Illinois
$3.77M
APSI
235
Asset Planning Services Inc
Louisiana
$3.76M +$164K +6,250 +4%
Calamos Advisors
236
Calamos Advisors
Illinois
$3.75M
SPIA
237
Steward Partners Investment Advisory
New York
$3.72M -$17.1K -651 -0.4%
BFS
238
Bard Financial Services
Connecticut
$3.71M +$342K +13,000 +9%
POIA
239
Pin Oak Investment Advisors
Texas
$3.68M -$53K -2,015 -1%
SIC
240
Shoker Investment Counsel
Ohio
$3.66M +$133K +5,063 +3%
V
241
Veritable
Delaware
$3.66M
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
242
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$3.66M
OFA
243
Oak Family Advisors
Illinois
$3.64M +$235K +8,937 +6%
BC
244
Blackhill Capital
New Jersey
$3.61M -$42.1K -1,600 -1%
CWP
245
CFM Wealth Partners
Texas
$3.55M -$31.6K -1,201 -0.8%
EWM
246
Evercore Wealth Management
New York
$3.55M -$17.5K -666 -0.5%
SWP
247
Stratos Wealth Partners
Ohio
$3.55M +$109K +4,160 +3%
CAL
248
Capital Analysts LLC
Pennsylvania
$3.48M +$109K +4,125 +3%
ZCM
249
Ziegler Capital Management
Illinois
$3.42M
HCM
250
Hilton Capital Management
New York
$3.4M -$15.8K -600 -0.4%

EPD Hedge Fund Activity: Q2 2022 in Review

1,143 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Enterprise Products Partners (EPD) for Q2 2022, worth a combined $14.3B — down 6.5% from $15.3B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new EPD positions and 63 closed out — a net gain of 3 holders — while 433 added to existing stakes and 319 trimmed.

The largest buyer was ING Group, adding an estimated $47.8M. The largest seller was Mitsubishi UFJ Trust & Banking, exiting entirely with an estimated $131M sold.

  • 1,143 institutional investors held Enterprise Products Partners (EPD) as of Q2 2022, down from 1,154 in Q1 2022.
  • Funds reported $14.3B of Enterprise Products Partners stock for Q2 2022, down 6.5% quarter-over-quarter.
  • 66 funds opened new Enterprise Products Partners positions in Q2 2022 and 63 closed out, a net change of +3 holders.
  • The largest Enterprise Products Partners buyer in Q2 2022 was ING Group, an estimated $47.8M added.
  • The largest Enterprise Products Partners seller in Q2 2022 was Mitsubishi UFJ Trust & Banking, an estimated $131M sold.

Based on aggregated 13F filings for Q2 2022.