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Enterprise Products Partners

1,129 hedge funds and large institutions have $13.8B invested in Enterprise Products Partners in 2022 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 478 increasing their positions, 277 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more call options, than puts

Call options by funds: $309M | Put options by funds: $152M

73% more repeat investments, than reductions

Existing positions increased: 478 | Existing positions reduced: 277

8% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 62

0.28% less ownership

Funds ownership: 26.92%26.64% (-0.28%)

3% less capital invested

Capital invested by funds: $14.3B → $13.8B (-$488M)

1% less funds holding

Funds holding: 1,1431,129 (-14)

3% less funds holding in top 10

Funds holding in top 10: 7068 (-2)

Holders
1,129
Holders Change
-14
Holders Change %
-1.22%
% of All Funds
19.45%
Holding in Top 10
68
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.86%
% of All Funds
1.17%
New
67
Increased
478
Reduced
277
Closed
62
Calls
$309M
Puts
$152M
Net Calls
+$157M
Net Calls Change
-$15.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
501
Stockman Wealth Management
Montana
$847K +$148K +5,751 +19%
AMIM
502
Aull & Monroe Investment Management
Alabama
$843K
DekaBank Deutsche Girozentrale
503
DekaBank Deutsche Girozentrale
Germany
$843K
CW
504
CreativeOne Wealth
Kansas
$823K +$34.9K +1,351 +4%
MFG
505
Magnus Financial Group
New York
$822K +$28.6K +1,110 +3%
AIM
506
AMI Investment Management
Indiana
$812K -$12.2K -472 -1%
CC
507
Chicago Capital
Illinois
$809K
NWM
508
NEIRG Wealth Management
Massachusetts
$806K +$875K +33,914 New
VWA
509
V Wealth Advisors
Kansas
$805K +$56.2K +2,177 +7%
TA
510
Trellis Advisors
Washington
$802K
FT
511
Fiduciary Trust
Massachusetts
$801K
OSAM
512
O'Shaughnessy Asset Management
Connecticut
$791K -$53.2K -2,063 -6%
WCM
513
Whitener Capital Management
North Carolina
$791K +$43.1K +1,670 +5%
GBA
514
Garrison Bradford & Associates
New York
$784K -$23.6K -913 -3%
DCM
515
Difesa Capital Management
New York
$783K +$168K +6,500 +25%
FAIM
516
Financial Advocates Investment Management
Washington
$782K +$176K +6,826 +26%
IWM
517
IHT Wealth Management
Illinois
$781K +$201K +7,778 +31%
WW
518
Waterfront Wealth
Kansas
$776K +$91.6K +3,552 +13%
SIMG
519
Sonora Investment Management Group
Arizona
$774K
BWL
520
Bogart Wealth LLC
Virginia
$772K +$9.13K +354 +1%
SSG
521
Summit Securities Group
New York
$768K -$129K -5,000 -13%
GRP
522
Global Retirement Partners
California
$766K +$73.4K +2,845 +10%
SC
523
Scholtz & Company
Connecticut
$764K +$788K +30,550 New
HAC
524
Harbor Advisory Corp
New Hampshire
$762K
WPC
525
Waters Parkerson & Co
Louisiana
$759K +$155 +6 +0%

EPD Hedge Fund Activity: Q3 2022 in Review

1,129 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Enterprise Products Partners (EPD) for Q3 2022, worth a combined $13.8B — down 3.4% from $14.3B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new EPD positions and 62 closed out — a net gain of 5 holders — while 478 added to existing stakes and 277 trimmed.

The largest buyer was Truist Financial, adding an estimated $39.3M. The largest seller was Blackstone Inc, cutting an estimated $239M.

  • 1,129 institutional investors held Enterprise Products Partners (EPD) as of Q3 2022, down from 1,143 in Q2 2022.
  • Funds reported $13.8B of Enterprise Products Partners stock for Q3 2022, down 3.4% quarter-over-quarter.
  • 67 funds opened new Enterprise Products Partners positions in Q3 2022 and 62 closed out, a net change of +5 holders.
  • The largest Enterprise Products Partners buyer in Q3 2022 was Truist Financial, an estimated $39.3M added.
  • The largest Enterprise Products Partners seller in Q3 2022 was Blackstone Inc, an estimated $239M sold.

Based on aggregated 13F filings for Q3 2022.