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Enterprise Products Partners

1,070 hedge funds and large institutions have $15B invested in Enterprise Products Partners in 2021 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 415 increasing their positions, 300 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 50

52% more call options, than puts

Call options by funds: $195M | Put options by funds: $129M

38% more repeat investments, than reductions

Existing positions increased: 415 | Existing positions reduced: 300

8% more capital invested

Capital invested by funds: $13.8B → $15B (+$1.15B)

6% more funds holding in top 10

Funds holding in top 10: 5154 (+3)

4% more funds holding

Funds holding: 1,0291,070 (+41)

0.35% less ownership

Funds ownership: 28.74%28.39% (-0.35%)

Holders
1,070
Holders Change
+41
Holders Change %
+3.98%
% of All Funds
18.62%
Holding in Top 10
54
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.88%
% of All Funds
0.94%
New
101
Increased
415
Reduced
300
Closed
50
Calls
$195M
Puts
$129M
Net Calls
+$66.8M
Net Calls Change
+$6.28M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
351
Cullinan Associates
Kentucky
$1.72M -$1.09M -45,910 -39%
GG
352
Gofen & Glossberg
Illinois
$1.72M +$7.55K +319 +0.4%
PGH
353
Partners Group Holding
Switzerland
$1.72M
MML Investors Services
354
MML Investors Services
Massachusetts
$1.72M +$85K +3,590 +5%
AW
355
Avion Wealth
Texas
$1.71M
C
356
Certuity
Florida
$1.71M +$98.8K +4,175 +6%
P
357
Pitcairn
Pennsylvania
$1.7M
PPWP
358
Proquility Private Wealth Partners
Nevada
$1.69M +$56K +2,366 +3%
LIM
359
Leavell Investment Management
Alabama
$1.69M
SBIA
360
Sheaff Brock Investment Advisors
Indiana
$1.68M +$4.19K +177 +0.3%
VLC
361
Van Leeuwen & Company
New Jersey
$1.67M -$3.27M -137,943 -67%
ADMI
362
Albert D. Mason Inc
Massachusetts
$1.67M -$9.3K -393 -0.6%
VI
363
Vestcor Inc
New Brunswick, Canada
$1.67M -$182K -7,709 -10%
EM
364
ELCO Management
New York
$1.66M +$527K +22,265 +48%
VNIM
365
Vaughan Nelson Investment Management
Texas
$1.66M -$22.4M -946,625 -93%
ERSOT
366
Employees Retirement System of Texas
Texas
$1.63M
DA
367
Doliver Advisors
Texas
$1.62M
CGA
368
Crescent Grove Advisors
Illinois
$1.62M +$603K +25,480 +61%
CST
369
Charles Schwab Trust
Nevada
$1.6M
FA
370
FMA Advisory
Pennsylvania
$1.59M -$256K -10,817 -14%
PCM
371
Pennsylvania Capital Management
Pennsylvania
$1.59M -$177K -7,481 -10%
SW
372
SVB Wealth
Massachusetts
$1.57M -$44K -1,860 -3%
NAM
373
Nexpoint Asset Management
Texas
$1.56M
IFAM
374
Institutional & Family Asset Management
Colorado
$1.55M +$79.2K +3,345 +5%
IAA
375
Independent Advisor Alliance
North Carolina
$1.55M +$11.1K +469 +0.7%

EPD Hedge Fund Activity: Q2 2021 in Review

1,070 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Enterprise Products Partners (EPD) for Q2 2021, worth a combined $15B — up 8.3% from $13.8B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new EPD positions and 50 closed out — a net gain of 51 holders — while 415 added to existing stakes and 300 trimmed.

The largest buyer was ING Group, adding an estimated $230M. The largest seller was Massachusetts Financial Services, cutting an estimated $137M.

  • 1,070 institutional investors held Enterprise Products Partners (EPD) as of Q2 2021, up from 1,029 in Q1 2021.
  • Funds reported $15B of Enterprise Products Partners stock for Q2 2021, up 8.3% quarter-over-quarter.
  • 101 funds opened new Enterprise Products Partners positions in Q2 2021 and 50 closed out, a net change of +51 holders.
  • The largest Enterprise Products Partners buyer in Q2 2021 was ING Group, an estimated $230M added.
  • The largest Enterprise Products Partners seller in Q2 2021 was Massachusetts Financial Services, an estimated $137M sold.

Based on aggregated 13F filings for Q2 2021.