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Enterprise Products Partners

1,129 hedge funds and large institutions have $13.8B invested in Enterprise Products Partners in 2022 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 478 increasing their positions, 277 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more call options, than puts

Call options by funds: $309M | Put options by funds: $152M

73% more repeat investments, than reductions

Existing positions increased: 478 | Existing positions reduced: 277

8% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 62

0.28% less ownership

Funds ownership: 26.92%26.64% (-0.28%)

3% less capital invested

Capital invested by funds: $14.3B → $13.8B (-$488M)

1% less funds holding

Funds holding: 1,1431,129 (-14)

3% less funds holding in top 10

Funds holding in top 10: 7068 (-2)

Holders
1,129
Holders Change
-14
Holders Change %
-1.22%
% of All Funds
19.45%
Holding in Top 10
68
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.86%
% of All Funds
1.17%
New
67
Increased
478
Reduced
277
Closed
62
Calls
$309M
Puts
$152M
Net Calls
+$157M
Net Calls Change
-$15.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
251
Capital Analysts LLC
Pennsylvania
$3.35M -$50.6K -1,961 -1%
PFM
252
Premier Fund Managers
United Kingdom
$3.34M -$12.9M -500,000 -78%
ZCM
253
Ziegler Capital Management
Illinois
$3.34M
ACM
254
Advisors Capital Management
New Jersey
$3.31M -$112K -4,341 -3%
TBC
255
Tweedy, Browne Co
Connecticut
$3.24M
ASN
256
Advisory Services Network
Georgia
$3.22M +$529K +20,508 +18%
JWA
257
JFS Wealth Advisors
Pennsylvania
$3.22M -$31.2K -1,211 -0.9%
MAM
258
Montchanin Asset Management
Delaware
$3.22M -$102K -3,950 -3%
HCM
259
Hilton Capital Management
New York
$3.2M -$124K -4,800 -3%
EWM
260
Evercore Wealth Management
New York
$3.18M -$313K -12,120 -8%
SGCA
261
Steel Grove Capital Advisors
Tennessee
$3.18M -$111K -4,296 -3%
CGA
262
Crescent Grove Advisors
Illinois
$3.16M +$241K +9,359 +8%
HAI
263
Hennessy Advisors Inc
California
$3.15M -$1.68M -65,200 -33%
Brown Advisory
264
Brown Advisory
Maryland
$3.13M +$1.36M +52,724 +67%
BCM
265
Birch Capital Management
Texas
$3.11M +$119K +4,597 +4%
Pacer Advisors
266
Pacer Advisors
Pennsylvania
$3.06M +$98.8K +3,830 +3%
BA
267
BCM Advisors
Louisiana
$3.06M
FDCDDQ
268
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.03M +$1.1M +42,655 +50%
MGIA
269
Moneta Group Investment Advisors
Missouri
$3.02M -$142K -5,504 -4%
AC
270
Avenir Corporation
Virginia
$3.01M
MA
271
Mutual Advisors
Nebraska
$3M -$104K -4,047 -3%
Northwestern Mutual Wealth Management
272
Northwestern Mutual Wealth Management
Wisconsin
$2.96M -$109K -4,215 -3%
TCM
273
Tufton Capital Management
Maryland
$2.95M -$117K -4,547 -4%
MML Investors Services
274
MML Investors Services
Massachusetts
$2.94M +$284K +11,019 +10%
CM
275
Castleark Management
Illinois
$2.94M -$798K -30,920 -20%

EPD Hedge Fund Activity: Q3 2022 in Review

1,129 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Enterprise Products Partners (EPD) for Q3 2022, worth a combined $13.8B — down 3.4% from $14.3B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new EPD positions and 62 closed out — a net gain of 5 holders — while 478 added to existing stakes and 277 trimmed.

The largest buyer was Truist Financial, adding an estimated $39.3M. The largest seller was Blackstone Inc, cutting an estimated $239M.

  • 1,129 institutional investors held Enterprise Products Partners (EPD) as of Q3 2022, down from 1,143 in Q2 2022.
  • Funds reported $13.8B of Enterprise Products Partners stock for Q3 2022, down 3.4% quarter-over-quarter.
  • 67 funds opened new Enterprise Products Partners positions in Q3 2022 and 62 closed out, a net change of +5 holders.
  • The largest Enterprise Products Partners buyer in Q3 2022 was Truist Financial, an estimated $39.3M added.
  • The largest Enterprise Products Partners seller in Q3 2022 was Blackstone Inc, an estimated $239M sold.

Based on aggregated 13F filings for Q3 2022.