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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
CA
601
Callahan Advisors
Texas
$532K -$46.7K -1,971 -8%
KWM
602
Kingsview Wealth Management
Oregon
$531K -$40.2K -1,700 -7%
ACM
603
Allred Capital Management
Texas
$529K +$6.46K +273 +1%
RMDI
604
R.M. Davis Inc
Maine
$528K
WA
605
Wealth Alliance
New York
$526K +$82.2K +3,472 +19%
DZ Bank
606
DZ Bank
Germany
$516K
MW
607
Marcum Wealth
Ohio
$515K +$6.44K +272 +1%
GAM
608
Grandview Asset Management
Pennsylvania
$514K +$30.8K +1,300 +7%
GIA
609
Guyasuta Investment Advisors
Pennsylvania
$512K -$27.9K -1,180 -5%
CRIG
610
Charter Research & Investment Group
Connecticut
$511K
HCM
611
Hodges Capital Management
Texas
$511K +$176K +7,424 +54%
APG
612
Abacus Planning Group
South Carolina
$507K
ISL
613
Ingalls & Snyder LLC
New York
$501K +$141K +5,956 +40%
GC
614
Gilbert & Cook
Iowa
$497K +$260 +11 +0.1%
AIC
615
Archer Investment Corporation
Indiana
$496K -$71K -3,000 -13%
WA
616
Wambolt & Associates
Colorado
$493K +$112K +4,750 +31%
IA
617
Insight Advisors
Pennsylvania
$492K +$118K +5,000 +29%
WHG
618
Westwood Holdings Group
Texas
$491K -$5.11M -215,736 -91%
1IA
619
1834 Investment Advisors
Wisconsin
$480K +$95.9K +4,050 +26%
EWM
620
Evermay Wealth Management
Virginia
$474K
UAS
621
United Asset Strategies
New York
$474K +$118 +5 +0%
DWT
622
Dorsey & Whitney Trust
South Dakota
$470K -$3.48K -147 -0.7%
CIAS
623
Capital Investment Advisory Services
North Carolina
$470K +$24.2K +1,024 +6%
ERIM
624
Eagle Ridge Investment Management
Connecticut
$469K
FMT
625
First Mercantile Trust
Tennessee
$464K -$18.5K -783 -4%

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.