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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
BFG
601
Beacon Financial Group
Texas
$499K +$125K +5,579 +34%
CC
602
Chicago Capital
Illinois
$494K -$29.2K -1,300 -5%
NF
603
NTB Financial
Colorado
$491K +$501K +22,342 New
VNA
604
Valley National Advisers
Pennsylvania
$484K -$142K -6,320 -22%
TAM
605
Tocqueville Asset Management
New York
$484K -$83.4K -3,717 -14%
IA
606
Insight Advisors
Pennsylvania
$484K
EP
607
EPIQ Partners
Minnesota
$480K
WA
608
Wealth Alliance
New York
$480K +$6.21K +277 +1%
JCM
609
Jacobi Capital Management
Pennsylvania
$478K +$8.64K +385 +2%
LWAC
610
Laurel Wealth Advisors (California)
California
$474K +$68.4K +3,051 +16%
SIG
611
Sargent Investment Group
Maryland
$473K -$31.4K -1,400 -6%
CA
612
Callahan Advisors
Texas
$473K +$449 +20 +0.1%
DT
613
Diversified Trust
Tennessee
$472K -$12.6K -563 -3%
CCMG
614
Clark Capital Management Group
Pennsylvania
$471K +$482K +21,469 New
DLA
615
Douglas Lane & Associates
New York
$468K +$98.3K +4,384 +26%
RFN
616
RDA Financial Network
Iowa
$467K -$45.9K -2,047 -9%
CPO
617
Cerity Partners OCIO
New York
$467K +$161K +7,159 +51%
SFA
618
Sequoia Financial Advisors
Ohio
$467K +$477K +21,262 New
CG
619
Cutler Group
California
$466K -$983K -43,835 -67%
BC
620
Burney Company
Virginia
$466K -$150K -6,677 -24%
CRIG
621
Charter Research & Investment Group
Connecticut
$465K
NIM
622
NuWave Investment Management
New Jersey
$465K +$147K +6,533 +45%
GC
623
Gruss & Co
Florida
$463K +$473K +21,100 New
AIC
624
Archer Investment Corporation
Indiana
$461K +$9.71K +433 +2%
APG
625
Abacus Planning Group
South Carolina
$461K

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.