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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
CBB
551
Citizens Business Bank
California
$690K
PSP
552
Principal Street Partners
Tennessee
$684K -$2.89K -110 -0.4%
HFBOT
553
Home Federal Bank of Tennessee
Tennessee
$684K
QCIG
554
Quad-Cities Investment Group
Iowa
$683K +$18.4K +701 +3%
CCG
555
Cypress Capital Group
Florida
$681K -$9.6K -365 -1%
WP
556
WMS Partners
Maryland
$678K +$245K +9,317 +50%
AO
557
Advisor OS
Illinois
$673K
PTP
558
Platform Technology Partners
New York
$672K +$24.2K +919 +3%
GRP
559
Global Retirement Partners
California
$670K +$2.63K +100 +0.4%
WF
560
Welch & Forbes
Massachusetts
$670K +$16.2K +615 +2%
WA
561
WealthTrust Axiom
Pennsylvania
$660K +$868 +33 +0.1%
FFG
562
Fortem Financial Group
California
$660K +$713K +27,101 New
WW
563
Waterfront Wealth
Kansas
$657K +$150K +5,720 +27%
RC
564
RBF Capital
California
$645K
DCM
565
Difesa Capital Management
New York
$644K +$13.2K +500 +2%
Lido Advisors
566
Lido Advisors
California
$640K -$15.9K -606 -2%
BCM
567
BTR Capital Management
California
$639K
WA
568
Wealth Advisors
California
$639K +$375K +14,265 +119%
CA
569
Clearstead Advisors
Ohio
$637K +$240K +9,106 +53%
P
570
&Partners
Tennessee
$635K
HIP
571
Harrell Investment Partners
Texas
$634K +$684K +26,016 New
FAIM
572
Financial Advocates Investment Management
Washington
$633K -$63.8K -2,426 -9%
SDWIA
573
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$632K
BL
574
Balentine LLC
Georgia
$631K
SA
575
Strategic Advisors
New York
$631K +$2.05K +78 +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.