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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
CA
551
Cornerstone Advisory
Maryland
$676K +$426K +18,000 +180%
AO
552
Advisor OS
Illinois
$667K
HPC
553
HM Payson & Co
Maine
$660K
EWA
554
Encompass Wealth Advisors
Oregon
$660K +$1.42K +60 +0.2%
SSB
555
Sandy Spring Bank
Maryland
$657K +$166 +7 +0%
BB
556
Busey Bank
Illinois
$654K +$156K +6,600 +32%
WPW
557
Warther Private Wealth
Ohio
$646K +$625K +26,383 New
VFA
558
Voya Financial Advisors
Connecticut
$645K -$2.33M -98,587 -78%
BMWM
559
Brown Miller Wealth Management
Virginia
$645K +$40.5K +1,709 +7%
WAOI
560
Wealth Advisors of Iowa
Iowa
$645K +$110K +4,650 +21%
MSAM
561
Moloney Securities Asset Management
Missouri
$644K +$38.7K +1,636 +7%
HFBOT
562
Home Federal Bank of Tennessee
Tennessee
$643K -$11.8K -500 -2%
SC
563
Searle & Co
Connecticut
$643K
VAM
564
Verity Asset Management
North Carolina
$639K +$12.4K +522 +2%
BCM
565
BTR Capital Management
California
$633K +$46.8K +1,975 +8%
WF
566
Welch & Forbes
Massachusetts
$629K +$31K +1,311 +5%
CIA
567
Cascade Investment Advisors
Oregon
$623K -$2.37K -100 -0.4%
CIC
568
Crawford Investment Counsel
Georgia
$619K
RDWM
569
Red Door Wealth Management
Tennessee
$606K +$35.4K +1,494 +6%
RC
570
RBF Capital
California
$603K
CAN
571
Claraphi Advisory Network
United States
$603K +$4.88K +206 +0.8%
MAM
572
Mark Asset Management
New York
$602K
SIG
573
Sargent Investment Group
Maryland
$601K
MC
574
Muhlenkamp & Co
Pennsylvania
$600K
IFG
575
Independent Financial Group
California
$598K -$33.1K -1,397 -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.