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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
PCH
501
PGIM Custom Harvest
New Jersey
$829K
RCA
502
Ranch Capital Advisors
Florida
$826K -$3.81K -161 -0.5%
CF
503
Centaurus Financial
California
$822K +$449K +18,968 +125%
RW
504
Rede Wealth
Virginia
$818K -$18K -760 -2%
IF
505
Intrua Financial
Texas
$817K -$202K -8,530 -19%
TA
506
Trellis Advisors
Washington
$814K
ICG
507
InterOcean Capital Group
Tennessee
$809K +$18K +761 +2%
Boston Partners
508
Boston Partners
Massachusetts
$799K
WA
509
WealthTrust Axiom
Pennsylvania
$796K -$102K -4,330 -12%
PG
510
Patten Group
Tennessee
$794K +$113K +4,787 +17%
PWM
511
PRW Wealth Management
Massachusetts
$794K +$779K +32,914 New
WP
512
WealthSource Partners
California
$793K +$391K +16,529 +101%
CW
513
CreativeOne Wealth
Kansas
$788K +$240K +10,149 +45%
ABC
514
Associated Banc-Corp
Wisconsin
$787K -$86.1K -3,638 -10%
FHB
515
First Hawaiian Bank
Hawaii
$784K -$126K -5,334 -14%
AIM
516
Anchor Investment Management
South Carolina
$784K
FT
517
Fiduciary Trust
Massachusetts
$773K -$47 -2 -0%
BL
518
Balentine LLC
Georgia
$771K -$6.79K -287 -0.9%
LCS
519
Levin Capital Strategies
New York
$770K +$40.9K +1,728 +6%
ORI
520
Oak Ridge Investments
Illinois
$769K
MFG
521
Magnus Financial Group
New York
$767K +$2.91K +123 +0.4%
FFG
522
Frisch Financial Group
New York
$764K
P
523
&Partners
Tennessee
$758K +$85.4K +3,608 +13%
SIC
524
Samalin Investment Counsel
New York
$756K -$122K -5,172 -14%
CBN
525
Cadence Bank NA
Texas
$756K +$34.5K +1,459 +5%

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.