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Enterprise Products Partners

1,143 hedge funds and large institutions have $14.3B invested in Enterprise Products Partners in 2022 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 433 increasing their positions, 319 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more call options, than puts

Call options by funds: $333M | Put options by funds: $161M

36% more repeat investments, than reductions

Existing positions increased: 433 | Existing positions reduced: 319

11% more funds holding in top 10

Funds holding in top 10: 6370 (+7)

5% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 63

0.28% less ownership

Funds ownership: 27.19%26.92% (-0.28%)

1% less funds holding

Funds holding: 1,1541,143 (-11)

6% less capital invested

Capital invested by funds: $15.3B → $14.3B (-$985M)

Holders
1,143
Holders Change
-11
Holders Change %
-0.95%
% of All Funds
19.26%
Holding in Top 10
70
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+11.11%
% of All Funds
1.18%
New
66
Increased
433
Reduced
319
Closed
63
Calls
$333M
Puts
$161M
Net Calls
+$172M
Net Calls Change
+$35.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BCA
601
Bay Colony Advisors
Massachusetts
$573K +$19.9K +756 +4%
MCM
602
Morton Capital Management
California
$572K +$65.2K +2,477 +12%
FWM
603
Frontier Wealth Management
Missouri
$566K
GIM
604
Groesbeck Investment Management
New Jersey
$563K -$485K -18,420 -44%
FFA
605
First Foundation Advisors
California
$560K -$891K -33,857 -60%
WP
606
WealthSource Partners
California
$560K -$282K -10,717 -32%
EIP
607
Ellis Investment Partners
Pennsylvania
$560K -$3.21K -122 -0.5%
JCM
608
Jacobi Capital Management
Pennsylvania
$557K -$1.47K -56 -0.2%
PWS
609
Peterson Wealth Services
Utah
$557K +$91.3K +3,472 +18%
RFO
610
RiverGlades Family Offices
Florida
$554K
CCMG
611
Clark Capital Management Group
Pennsylvania
$553K +$32.6K +1,240 +6%
AIP
612
Almanack Investment Partners
Pennsylvania
$550K +$145K +5,500 +32%
BP
613
BBR Partners
New York
$548K -$172K -6,520 -22%
FFM
614
Forum Financial Management
Illinois
$545K +$39.8K +1,513 +7%
AAS
615
Ameritas Advisory Services
Nebraska
$542K +$35.3K +1,340 +6%
SFA
616
Semmax Financial Advisors
North Carolina
$539K +$527K +20,033 New
MHS
617
M Holdings Securities
Oregon
$538K -$710 -27 -0.1%
WA
618
Wealth Alliance
New York
$537K -$135K -5,148 -19%
SFA
619
Sequoia Financial Advisors
Ohio
$534K +$26.9K +1,023 +5%
EP
620
EPIQ Partners
Minnesota
$533K
WA
621
Wambolt & Associates
Colorado
$533K +$289 +11 +0.1%
WAM
622
Weinberger Asset Management
California
$530K +$573K +21,767 New
HCM
623
Hodges Capital Management
Texas
$530K +$9.1K +346 +2%
TCA
624
Transcend Capital Advisors
New Jersey
$529K -$96.8K -3,680 -14%
SI
625
Saxon Interests
Texas
$529K +$47.9K +1,822 +9%

EPD Hedge Fund Activity: Q2 2022 in Review

1,143 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Enterprise Products Partners (EPD) for Q2 2022, worth a combined $14.3B — down 6.5% from $15.3B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new EPD positions and 63 closed out — a net gain of 3 holders — while 433 added to existing stakes and 319 trimmed.

The largest buyer was ING Group, adding an estimated $47.8M. The largest seller was Mitsubishi UFJ Trust & Banking, exiting entirely with an estimated $131M sold.

  • 1,143 institutional investors held Enterprise Products Partners (EPD) as of Q2 2022, down from 1,154 in Q1 2022.
  • Funds reported $14.3B of Enterprise Products Partners stock for Q2 2022, down 6.5% quarter-over-quarter.
  • 66 funds opened new Enterprise Products Partners positions in Q2 2022 and 63 closed out, a net change of +3 holders.
  • The largest Enterprise Products Partners buyer in Q2 2022 was ING Group, an estimated $47.8M added.
  • The largest Enterprise Products Partners seller in Q2 2022 was Mitsubishi UFJ Trust & Banking, an estimated $131M sold.

Based on aggregated 13F filings for Q2 2022.