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Enterprise Products Partners

1,143 hedge funds and large institutions have $14.3B invested in Enterprise Products Partners in 2022 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 433 increasing their positions, 319 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more call options, than puts

Call options by funds: $333M | Put options by funds: $161M

36% more repeat investments, than reductions

Existing positions increased: 433 | Existing positions reduced: 319

11% more funds holding in top 10

Funds holding in top 10: 6370 (+7)

5% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 63

0.28% less ownership

Funds ownership: 27.19%26.92% (-0.28%)

1% less funds holding

Funds holding: 1,1541,143 (-11)

6% less capital invested

Capital invested by funds: $15.3B → $14.3B (-$985M)

Holders
1,143
Holders Change
-11
Holders Change %
-0.95%
% of All Funds
19.26%
Holding in Top 10
70
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+11.11%
% of All Funds
1.18%
New
66
Increased
433
Reduced
319
Closed
63
Calls
$333M
Puts
$161M
Net Calls
+$172M
Net Calls Change
+$35.5M
Name Holding Trade Value Shares
Change
Change in
Stake
AMIM
501
Aull & Monroe Investment Management
Alabama
$864K +$5.26K +200 +0.6%
OSAM
502
O'Shaughnessy Asset Management
Connecticut
$861K -$76.1K -2,892 -8%
DekaBank Deutsche Girozentrale
503
DekaBank Deutsche Girozentrale
Germany
$860K
AWA
504
Aaron Wealth Advisors
Illinois
$851K -$9.8M -372,394 -91%
AIM
505
AMI Investment Management
Indiana
$843K -$3.66K -139 -0.4%
AFP
506
Ausdal Financial Partners
Iowa
$834K +$131K +4,984 +17%
VNA
507
Valley National Advisers
Pennsylvania
$830K -$26.8K -1,020 -3%
CC
508
Chicago Capital
Illinois
$829K +$118K +4,500 +15%
GBA
509
Garrison Bradford & Associates
New York
$826K +$2.31K +88 +0.3%
TA
510
Trellis Advisors
Washington
$822K
FT
511
Fiduciary Trust
Massachusetts
$821K
MFG
512
Magnus Financial Group
New York
$815K +$2.81K +107 +0.3%
CG
513
Colony Group
Massachusetts
$814K -$63.7K -2,423 -7%
ASC
514
Atalanta Sosnoff Capital
New York
$812K -$526K -20,000 -38%
CW
515
CreativeOne Wealth
Kansas
$811K +$4.79K +182 +0.6%
SPC
516
Sigma Planning Corp
Michigan
$799K -$52.8K -2,007 -6%
Allspring Global Investments
517
Allspring Global Investments
North Carolina
$796K -$145K -5,500 -14%
PWP
518
Principle Wealth Partners
Connecticut
$782K -$132K -5,003 -13%
BWL
519
Bogart Wealth LLC
Virginia
$782K +$56.3K +2,141 +7%
HAC
520
Harbor Advisory Corp
New Hampshire
$781K -$93.7K -3,561 -10%
WPC
521
Waters Parkerson & Co
Louisiana
$778K -$19.4K -737 -2%
SIMG
522
Sonora Investment Management Group
Arizona
$774K -$35.5K -1,350 -4%
VWA
523
V Wealth Advisors
Kansas
$772K +$488K +18,557 +142%
FFG
524
Frisch Financial Group
New York
$771K
WCM
525
Whitener Capital Management
North Carolina
$770K +$2.71K +103 +0.3%

EPD Hedge Fund Activity: Q2 2022 in Review

1,143 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Enterprise Products Partners (EPD) for Q2 2022, worth a combined $14.3B — down 6.5% from $15.3B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new EPD positions and 63 closed out — a net gain of 3 holders — while 433 added to existing stakes and 319 trimmed.

The largest buyer was ING Group, adding an estimated $47.8M. The largest seller was Mitsubishi UFJ Trust & Banking, exiting entirely with an estimated $131M sold.

  • 1,143 institutional investors held Enterprise Products Partners (EPD) as of Q2 2022, down from 1,154 in Q1 2022.
  • Funds reported $14.3B of Enterprise Products Partners stock for Q2 2022, down 6.5% quarter-over-quarter.
  • 66 funds opened new Enterprise Products Partners positions in Q2 2022 and 63 closed out, a net change of +3 holders.
  • The largest Enterprise Products Partners buyer in Q2 2022 was ING Group, an estimated $47.8M added.
  • The largest Enterprise Products Partners seller in Q2 2022 was Mitsubishi UFJ Trust & Banking, an estimated $131M sold.

Based on aggregated 13F filings for Q2 2022.