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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
FHA
576
First Horizon Advisors
Tennessee
$593K -$24.1K -1,017 -4%
JWCA
577
J.W. Cole Advisors
Florida
$592K +$94.1K +3,974 +19%
CCT
578
Country Club Trust
Missouri
$590K +$82.9K +3,500 +16%
CCM
579
Cullen Capital Management
New York
$585K
QCIG
580
Quad-Cities Investment Group
Iowa
$583K +$66.6K +2,814 +13%
Fisher Asset Management
581
Fisher Asset Management
Washington
$582K +$288K +12,167 +102%
CT
582
Coastline Trust
Rhode Island
$579K
MIM
583
Merrion Investment Management
New Jersey
$576K
SKK
584
Shepherd Kaplan Krochuk
Massachusetts
$576K
IA
585
IFG Advisory
Georgia
$573K -$301K -12,704 -35%
DT
586
Diversified Trust
Tennessee
$570K +$142K +5,980 +34%
WANY
587
Wealthspire Advisors (New York)
New York
$558K -$564K -23,845 -51%
FWM
588
Frontier Wealth Management
Missouri
$555K +$11.8K +500 +2%
EIP
589
Ellis Investment Partners
Pennsylvania
$553K -$495K -20,916 -48%
RFN
590
RDA Financial Network
Iowa
$553K +$7.41K +313 +1%
MA
591
Montag & Associates
Georgia
$548K
RFO
592
RiverGlades Family Offices
Florida
$548K
TRCT
593
Tower Research Capital (TRC)
New York
$546K -$391K -16,538 -42%
SIM
594
Sonora Investment Management
Arizona
$544K +$5.21K +220 +1%
AIC
595
Ameritas Investment Company
Nebraska
$544K +$161K +6,781 +70%
CC
596
Chicago Capital
Illinois
$543K
GIM
597
Groesbeck Investment Management
New Jersey
$542K +$56.5K +2,385 +12%
Lido Advisors
598
Lido Advisors
California
$540K -$6.04K -255 -1%
SFA
599
Sequoia Financial Advisors
Ohio
$536K +$6.51K +275 +1%
MHS
600
M Holdings Securities
Oregon
$533K +$24.6K +1,040 +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.