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Enterprise Products Partners

1,110 hedge funds and large institutions have $13.1B invested in Enterprise Products Partners in 2021 Q4 according to their latest regulatory filings, with 152 funds opening new positions, 356 increasing their positions, 366 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more first-time investments, than exits

New positions opened: 152 | Existing positions closed: 68

19% more call options, than puts

Call options by funds: $221M | Put options by funds: $185M

6% more funds holding

Funds holding: 1,0451,110 (+65)

4% more funds holding in top 10

Funds holding in top 10: 4951 (+2)

3% more capital invested

Capital invested by funds: $12.7B → $13.1B (+$354M)

0.48% more ownership

Funds ownership: 26.88%27.36% (+0.48%)

3% less repeat investments, than reductions

Existing positions increased: 356 | Existing positions reduced: 366

Holders
1,110
Holders Change
+65
Holders Change %
+6.22%
% of All Funds
17.08%
Holding in Top 10
51
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.08%
% of All Funds
0.78%
New
152
Increased
356
Reduced
366
Closed
68
Calls
$221M
Puts
$185M
Net Calls
+$35.7M
Net Calls Change
-$39.7M
Name Holding Trade Value Shares
Change
Change in
Stake
LSAG
576
Lake Street Advisors Group
New Hampshire
$553K -$22.3K -995 -4%
TCA
577
Transcend Capital Advisors
New Jersey
$551K -$20.2K -900 -3%
PIMG
578
Patriot Investment Management Group
Tennessee
$551K +$145K +6,470 +35%
RC
579
RBF Capital
California
$549K
SCM
580
Schnieders Capital Management
California
$548K -$8.97K -400 -2%
MAM
581
Mark Asset Management
New York
$548K
CAN
582
Claraphi Advisory Network
United States
$548K +$3.27K +146 +0.6%
EFS
583
Essex Financial Services
Connecticut
$547K +$26.5K +1,182 +5%
MC
584
Muhlenkamp & Co
Pennsylvania
$546K
CIA
585
Cascade Investment Advisors
Oregon
$540K -$18.5K -825 -3%
CCM
586
Cullen Capital Management
New York
$532K
MIM
587
Merrion Investment Management
New Jersey
$530K
CT
588
Coastline Trust
Rhode Island
$522K
SKK
589
Shepherd Kaplan Krochuk
Massachusetts
$517K -$7.85K -350 -1%
EIG
590
Ellenbecker Investment Group
Wisconsin
$515K +$526K +23,456 New
ASC
591
Atalanta Sosnoff Capital
New York
$512K -$960K -42,800 -65%
JF
592
Jump Financial
Illinois
$510K -$1.66M -74,095 -76%
FWM
593
Frontier Wealth Management
Missouri
$510K
WA
594
Wambolt & Associates
Colorado
$508K -$35.6K -1,587 -6%
EIP
595
Ellis Investment Partners
Pennsylvania
$506K +$1.39K +62 +0.3%
IWM
596
IHT Wealth Management
Illinois
$503K -$18.2K -812 -3%
KWM
597
Kingsview Wealth Management
Oregon
$501K -$16.8K -748 -3%
Fisher Asset Management
598
Fisher Asset Management
Washington
$501K +$165K +7,362 +48%
FAIM
599
Financial Advocates Investment Management
Washington
$499K -$138K -6,143 -22%
RFO
600
RiverGlades Family Offices
Florida
$499K +$22 +1 +0%

EPD Hedge Fund Activity: Q4 2021 in Review

1,110 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Enterprise Products Partners (EPD) for Q4 2021, worth a combined $13.1B — up 2.8% from $12.7B a quarter earlier.

Buyers outnumbered sellers: 152 funds opened new EPD positions and 68 closed out — a net gain of 84 holders — while 356 added to existing stakes and 366 trimmed.

The largest buyer was Blackstone Inc, adding an estimated $61.3M. The largest seller was Goldman Sachs, cutting an estimated $203M.

  • 1,110 institutional investors held Enterprise Products Partners (EPD) as of Q4 2021, up from 1,045 in Q3 2021.
  • Funds reported $13.1B of Enterprise Products Partners stock for Q4 2021, up 2.8% quarter-over-quarter.
  • 152 funds opened new Enterprise Products Partners positions in Q4 2021 and 68 closed out, a net change of +84 holders.
  • The largest Enterprise Products Partners buyer in Q4 2021 was Blackstone Inc, an estimated $61.3M added.
  • The largest Enterprise Products Partners seller in Q4 2021 was Goldman Sachs, an estimated $203M sold.

Based on aggregated 13F filings for Q4 2021.