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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
TW
401
Transform Wealth
Colorado
$1.38M +$28.4K +1,200 +2%
MAFM
402
Mid Atlantic Financial Management
Pennsylvania
$1.38M +$566K +23,927 +72%
AWE
403
Avidian Wealth Enterprises
Texas
$1.38M +$101K +4,272 +8%
EOCM
404
Energy Opportunities Capital Management
Texas
$1.38M +$65.7K +2,775 +5%
PFO
405
Pathstone Family Office
New Jersey
$1.38M +$931K +39,346 +222%
RSWM
406
Robertson Stephens Wealth Management
California
$1.36M -$145K -6,111 -10%
ACI
407
AMP Capital Investors
Australia
$1.35M +$1.32M +55,800 New
EGA
408
E&G Advisors
Texas
$1.33M -$1.34M -56,754 Closed
WKWM
409
Walter & Keenan Wealth Management
Indiana
$1.33M +$62.1K +2,623 +5%
CCM
410
Chiron Capital Management
Florida
$1.32M -$18K -761 -1%
PGFC
411
Peapack-Gladstone Financial Corp
New Jersey
$1.27M -$22.2K -936 -2%
KTA
412
Keeley-Teton Advisors
Illinois
$1.27M +$106K +4,487 +9%
RHDIC
413
R.H. Dinel Investment Counsel
California
$1.26M
Bessemer Group
414
Bessemer Group
New Jersey
$1.26M +$232K +9,800 +23%
DekaBank Deutsche Girozentrale
415
DekaBank Deutsche Girozentrale
Germany
$1.26M +$1.25M +53,000 New
DAS
416
Dynamic Advisor Solutions
Arizona
$1.25M +$390K +16,485 +47%
ADL
417
Asset Dedication LLC
California
$1.25M +$234K +9,896 +24%
NEI
418
Northwest & Ethical Investments
Ontario, Canada
$1.24M -$3.66M -154,788 -75%
MWM
419
Madison Wealth Management
Ohio
$1.24M -$413K -17,430 -25%
BCM
420
Birch Capital Management
Texas
$1.23M +$169K +7,134 +16%
EF
421
Empowered Funds
Pennsylvania
$1.22M +$2.79K +118 +0.2%
RB
422
Rodgers Brothers
Pennsylvania
$1.22M +$40.2K +1,700 +3%
ACP
423
Aveo Capital Partners
Colorado
$1.21M +$55.7K +2,352 +5%
EC
424
EJF Capital
Virginia
$1.21M -$592K -25,000 -33%
COF
425
Capital One Financial
Virginia
$1.2M

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.