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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
WB
526
WesBanco Bank
West Virginia
$750K
KWM
527
Kingsview Wealth Management
Oregon
$749K +$198K +7,536 +32%
WJA
528
Willis Johnson & Associates
Texas
$748K +$25.5K +969 +3%
IRC
529
Investors Research Corp
Georgia
$743K -$7.24K -275 -0.9%
WT
530
Whittier Trust
California
$743K +$148K +5,623 +23%
CIAS
531
Capital Investment Advisory Services
North Carolina
$735K +$26.5K +1,009 +3%
PCS
532
Personal CFO Solutions
New Jersey
$734K +$89.1K +3,388 +13%
RDWM
533
Red Door Wealth Management
Tennessee
$730K +$30.6K +1,165 +4%
JWCA
534
J.W. Cole Advisors
Florida
$728K -$97.3K -3,700 -11%
ABC
535
Associated Banc-Corp
Wisconsin
$728K
SWM
536
Stockman Wealth Management
Montana
$728K
WKWM
537
Walter & Keenan Wealth Management
Indiana
$720K +$40.7K +1,548 +6%
RCA
538
Ranch Capital Advisors
Florida
$717K +$658 +25 +0.1%
RW
539
Rede Wealth
Virginia
$715K -$89.4K -3,400 -10%
FCM
540
Firestone Capital Management
Florida
$714K
SFG
541
StrategIQ Financial Group
Indiana
$706K +$4.55K +173 +0.6%
RWM
542
Rockwood Wealth Management
Pennsylvania
$706K
WHG
543
Westwood Holdings Group
Texas
$702K +$54.4K +2,069 +8%
BMWM
544
Brown Miller Wealth Management
Virginia
$700K +$710 +27 +0.1%
TF
545
TIAA FSB
Florida
$697K -$275K -10,471 -27%
FHB
546
First Hawaiian Bank
Hawaii
$694K
AWM
547
Apollon Wealth Management
South Carolina
$692K +$18.4K +700 +3%
GIA
548
Guyasuta Investment Advisors
Pennsylvania
$692K +$52.9K +2,010 +8%
National Bank of Canada
549
National Bank of Canada
Quebec, Canada
$691K -$1.16M -44,128 -61%
HPC
550
HM Payson & Co
Maine
$691K +$3.92K +149 +0.5%

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.