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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
PHS
276
Pekin Hardy Strauss
Illinois
$2.9M +$1.09M +42,279 +53%
SWP
277
Stratos Wealth Partners
Ohio
$2.88M -$637K -24,694 -17%
CC
278
Cannell & Co
New York
$2.81M +$64K +2,480 +2%
RIG
279
Roosevelt Investment Group
New York
$2.78M +$8.98K +348 +0.3%
CFB
280
Cullen/Frost Bankers
Texas
$2.75M -$22.1K -858 -0.7%
SAM
281
Smithbridge Asset Management
Pennsylvania
$2.74M +$191K +7,410 +7%
SCA
282
Snowden Capital Advisors
New York
$2.73M +$2M +77,414 +206%
KeyBank National Association
283
KeyBank National Association
Ohio
$2.65M -$10.3K -400 -0.4%
BC
284
Blackhill Capital
New Jersey
$2.61M -$989K -38,320 -26%
LDFR
285
Lehman & Derafelo Financial Resources
Pennsylvania
$2.6M +$19.9K +770 +0.7%
ATC
286
Argent Trust Co
Tennessee
$2.59M +$364K +14,127 +15%
TNA
287
True North Advisors
Texas
$2.58M -$32.9K -1,276 -1%
BS
288
Boenning & Scattergood
Pennsylvania
$2.58M -$699K -27,084 -20%
HKAM
289
Horizon Kinetics Asset Management
New York
$2.55M -$2.89K -112 -0.1%
DW
290
Domani Wealth
Pennsylvania
$2.52M
LC
291
Lavaca Capital
Texas
$2.42M +$1.06M +41,200 +69%
XF
292
XML Financial
Maryland
$2.42M +$2.39M +92,542 +1,027%
AAM
293
Advisors Asset Management
Colorado
$2.41M -$122K -4,736 -4%
CCA
294
Cobblestone Capital Advisors
New York
$2.4M +$258 +10 +0%
Wellington Management Group
295
Wellington Management Group
Massachusetts
$2.38M
CIC
296
Canal Insurance Company
South Carolina
$2.38M
IA
297
Icon Advisers
Colorado
$2.38M +$2.58M +100,000 New
JIC
298
Joel Isaacson & Co
New York
$2.35M
HWM
299
HB Wealth Management
Georgia
$2.34M +$186K +7,215 +8%
DA
300
Doliver Advisors
Texas
$2.31M +$23.2K +900 +0.9%

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.