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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
WPC
526
Waters Parkerson & Co
Louisiana
$749K +$12.1K +510 +2%
FCM
527
Firestone Capital Management
Florida
$739K
IRC
528
Investors Research Corp
Georgia
$736K
IAA
529
Ironsides Asset Advisors
North Carolina
$735K -$49.7K -2,100 -6%
IA
530
IFP Advisors
Florida
$730K +$59.8K +2,526 +9%
SF
531
Synovus Financial
Georgia
$727K +$31.3K +1,322 +5%
SA
532
Strategic Advisors
New York
$726K +$36.3K +1,535 +5%
CCMD
533
Cypress Capital Management (Delaware)
Delaware
$724K
CCG
534
Cypress Capital Group
Florida
$723K -$21.3K -900 -3%
SCM
535
Schnieders Capital Management
California
$720K -$3.55K -150 -0.5%
LFAS
536
Level Four Advisory Services
Texas
$714K -$505K -21,313 -42%
CQS
537
Credential Qtrade Securities
$714K +$199K +8,390 +40%
FP
538
Fiduciary Planning
Florida
$711K +$16.3K +687 +2%
CG
539
Colony Group
Massachusetts
$709K -$54.4K -2,296 -7%
IWA
540
Intercontinental Wealth Advisors
Texas
$709K -$2.39K -101 -0.3%
LNWWM
541
Laird Norton Wetherby Wealth Management
California
$707K +$397K +16,773 +134%
CFA
542
Carroll Financial Associates
North Carolina
$698K +$34.8K +1,468 +5%
WB
543
WesBanco Bank
West Virginia
$697K +$142K +6,000 +26%
SDWIA
544
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$692K +$1.77K +75 +0.3%
CBB
545
Citizens Business Bank
California
$690K
VNA
546
Valley National Advisers
Pennsylvania
$684K +$450 +19 +0.1%
SPC
547
Sigma Planning Corp
Michigan
$684K +$51.6K +2,178 +8%
PFBT
548
Parkside Financial Bank & Trust
Missouri
$681K
FAIM
549
Financial Advocates Investment Management
Washington
$681K +$97.5K +4,119 +17%
BC
550
Burney Company
Virginia
$678K -$17.1K -724 -3%

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.