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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
AAS
551
Ameritas Advisory Services
Nebraska
$686K +$171K +6,633 +30%
GIA
552
Guyasuta Investment Advisors
Pennsylvania
$682K +$8K +310 +1%
CCM
553
Cullen Capital Management
New York
$681K +$111K +4,310 +18%
HIA
554
Harbor Investment Advisory
Maryland
$680K +$299K +11,595 +68%
WHG
555
Westwood Holdings Group
Texas
$678K -$8.64K -335 -1%
FHB
556
First Hawaiian Bank
Hawaii
$677K
HPC
557
HM Payson & Co
Maine
$675K +$413 +16 +0.1%
QCIG
558
Quad-Cities Investment Group
Iowa
$672K +$5.34K +207 +0.7%
CCG
559
Cypress Capital Group
Florida
$672K +$7.74K +300 +1%
PCS
560
Personal CFO Solutions
New Jersey
$669K -$51.1K -1,980 -7%
HFBOT
561
Home Federal Bank of Tennessee
Tennessee
$667K
WA
562
Wealth Alliance
New York
$664K +$152K +5,879 +27%
FFG
563
Fortem Financial Group
California
$661K +$17.7K +685 +3%
Carson Wealth (CWM LLC)
564
Carson Wealth (CWM LLC)
Nebraska
$658K +$160K +6,215 +29%
AO
565
Advisor OS
Illinois
$657K
TF
566
TIAA FSB
Florida
$654K -$28.3K -1,098 -4%
BCM
567
Brookstone Capital Management
Illinois
$654K +$161K +6,252 +31%
SA
568
Strategic Advisors
New York
$637K +$23.1K +894 +3%
WF
569
Welch & Forbes
Massachusetts
$635K -$20.6K -800 -3%
WA
570
Wealth Advisors
California
$632K +$9.67K +375 +1%
VEA
571
Virtus ETF Advisers
New York
$628K +$682K +26,428 New
WA
572
WealthTrust Axiom
Pennsylvania
$627K -$17.9K -692 -3%
BCM
573
BTR Capital Management
California
$623K
HIP
574
Harrell Investment Partners
Texas
$621K +$2.12K +82 +0.3%
HH
575
HWG Holdings
Texas
$620K +$673K +26,088 New

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.