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Enterprise Products Partners
EPD

Overview Fund Activity

1,043 hedge funds and large institutions have $12.7B invested in Enterprise Products Partners in 2021 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 410 increasing their positions, 311 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,043
Holders Change
-25
Holders Change %
-2.34%
% of All Funds
18.32%
Holding in Top 10
49
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-9.26%
% of All Funds
0.86%
New
66
Increased
410
Reduced
311
Closed
74
Calls
$227M
Puts
$152M
Net Calls
+$75.4M
Net Calls Change
+$8.53M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$57.1M
2
WRBC
W.R. Berkley Corp
Connecticut
+$49.7M
3
FCM
Fairholme Capital Management
Florida
+$32.9M
4
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
+$27.4M
5
Morgan Stanley
Morgan Stanley
New York
+$27.1M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$131M
2
Goldman Sachs
Goldman Sachs
New York
-$113M
3
Blackstone Inc
Blackstone Inc
New York
-$103M
4
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
-$68M
5
N
Natixis
France
-$67.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIM
576
Sonora Investment Management
Arizona
$575K +$87.3K +4,038 +18%
LNWWM
577
Laird Norton Wetherby Wealth Management
California
$571K -$62.7K -2,900 -10%
BCM
578
BTR Capital Management
California
$567K – – –
LSAG
579
Lake Street Advisors Group
New Hampshire
$567K +$567K +26,187 New
WF
580
Welch & Forbes
Massachusetts
$564K – – –
SDWIA
581
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$562K -$58.9K -2,719 -9%
BL
582
Balentine LLC
Georgia
$560K -$131K -6,058 -19%
TAM
583
Tocqueville Asset Management
New York
$557K +$345K +15,934 +162%
SA
584
Strategic Advisors
New York
$555K -$95.6K -4,422 -15%
GIA
585
Guyasuta Investment Advisors
Pennsylvania
$552K +$92.5K +4,270 +20%
CIA
586
Cascade Investment Advisors
Oregon
$550K -$8.66K -400 -2%
SCM
587
Schnieders Capital Management
California
$549K -$96.3K -4,450 -15%
CIC
588
Crawford Investment Counsel
Georgia
$546K -$8.65K -400 -2%
RC
589
RBF Capital
California
$541K – – –
MAM
590
Mark Asset Management
New York
$540K – – –
WA
591
Wambolt & Associates
Colorado
$539K +$99.7K +4,571 +23%
MC
592
Muhlenkamp & Co
Pennsylvania
$538K – – –
CAN
593
Claraphi Advisory Network
United States
$537K -$3.7K -171 -0.7%
WP
594
WMS Partners
Maryland
$527K +$281K +13,000 +114%
CCM
595
Cullen Capital Management
New York
$525K – – –
MIM
596
Merrion Investment Management
New Jersey
$522K +$5.62K +260 +1%
SKK
597
Shepherd Kaplan Krochuk
Massachusetts
$517K – – –
MFW
598
Meristem Family Wealth
Minnesota
$517K +$140K +6,460 +37%
CC
599
Chicago Capital
Illinois
$515K +$28.1K +1,300 +6%
IWM
600
IHT Wealth Management
Illinois
$514K -$293K -13,539 -36%
22 23
24
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