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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
PGH
376
Partners Group Holding
Switzerland
$1.45M -$82.3K -3,669 -5%
BAM
377
Belpointe Asset Management
Nevada
$1.45M -$27.7K -1,236 -2%
IFAM
378
Institutional & Family Asset Management
Colorado
$1.44M +$14.8K +660 +1%
CST
379
Charles Schwab Trust
Nevada
$1.44M -$22.4K -999 -2%
DAS
380
Dynamic Advisor Solutions
Arizona
$1.43M +$242K +10,790 +20%
JG
381
Jefferies Group
New York
$1.43M +$554K +24,700 +61%
ECG
382
Edge Capital Group
Georgia
$1.43M +$88.7K +3,956 +6%
EWA
383
Exencial Wealth Advisors
Oklahoma
$1.43M +$493K +21,959 +51%
MIM
384
Meixler Investment Management
Arizona
$1.43M +$1.46M +64,950 New
Brown Advisory
385
Brown Advisory
Maryland
$1.41M -$119K -5,314 -8%
AWE
386
Avidian Wealth Enterprises
Texas
$1.41M +$171K +7,603 +13%
CSIC
387
Clifford Swan Investment Counsel
California
$1.4M
UB
388
UMB Bank
Missouri
$1.39M +$808K +36,024 +133%
IFG
389
Independent Financial Group
California
$1.38M +$339K +15,111 +32%
RCM
390
Requisite Capital Management
Texas
$1.38M +$2.83K +126 +0.2%
CRC
391
Curi RMB Capital
Illinois
$1.37M
IWC
392
Integrated Wealth Concepts
Massachusetts
$1.37M -$153K -6,814 -10%
CWM
393
C2C Wealth Management
Arizona
$1.37M +$1.4M +62,356 New
RFC
394
Regions Financial Corp
Alabama
$1.35M -$175K -7,800 -11%
EM
395
ELCO Management
New York
$1.35M -$160K -7,125 -10%
CA
396
Cornerstone Advisory
Maryland
$1.34M +$129K +5,766 +10%
PHS
397
Pekin Hardy Strauss
Illinois
$1.34M +$287K +12,775 +27%
BSW
398
Buckingham Strategic Wealth
Missouri
$1.33M +$77.4K +3,452 +6%
SW
399
SVB Wealth
Massachusetts
$1.32M +$841K +37,500 +166%
HH
400
Hilltop Holdings
Texas
$1.32M -$36.3K -1,618 -3%

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.