We are live on ! Find out more
EPD icon

Enterprise Products Partners

1,129 hedge funds and large institutions have $13.8B invested in Enterprise Products Partners in 2022 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 478 increasing their positions, 277 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more call options, than puts

Call options by funds: $309M | Put options by funds: $152M

73% more repeat investments, than reductions

Existing positions increased: 478 | Existing positions reduced: 277

8% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 62

0.28% less ownership

Funds ownership: 26.92%26.64% (-0.28%)

3% less capital invested

Capital invested by funds: $14.3B → $13.8B (-$488M)

1% less funds holding

Funds holding: 1,1431,129 (-14)

3% less funds holding in top 10

Funds holding in top 10: 7068 (-2)

Holders
1,129
Holders Change
-14
Holders Change %
-1.22%
% of All Funds
19.45%
Holding in Top 10
68
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.86%
% of All Funds
1.17%
New
67
Increased
478
Reduced
277
Closed
62
Calls
$309M
Puts
$152M
Net Calls
+$157M
Net Calls Change
-$15.1M
Name Holding Trade Value Shares
Change
Change in
Stake
NP
601
NorthRock Partners
Minnesota
$574K +$13K +503 +2%
CCMG
602
Clark Capital Management Group
Pennsylvania
$573K +$36.2K +1,403 +6%
SSA
603
South Street Advisors
New York
$566K +$77.4K +3,000 +14%
CT
604
Coastline Trust
Rhode Island
$563K -$2.84K -110 -0.5%
GIM
605
Groesbeck Investment Management
New Jersey
$563K
CA
606
Cresta Advisors
Texas
$562K +$610K +23,652 New
SKK
607
Shepherd Kaplan Krochuk
Massachusetts
$560K
WP
608
WMS Partners
Maryland
$555K -$115K -4,459 -16%
SFA
609
Sequoia Financial Advisors
Ohio
$553K +$34.6K +1,341 +6%
WP
610
WealthSource Partners
California
$549K +$3.48K +135 +0.6%
MHS
611
M Holdings Securities
Oregon
$549K +$25.9K +1,003 +5%
EIP
612
Ellis Investment Partners
Pennsylvania
$548K +$1.45K +56 +0.2%
CAN
613
Claraphi Advisory Network
United States
$542K -$25.6K -994 -4%
HCM
614
Hodges Capital Management
Texas
$541K +$26.9K +1,041 +5%
SI
615
Saxon Interests
Texas
$539K -$593 -23 -0.1%
MCM
616
Morton Capital Management
California
$539K -$20.9K -810 -3%
WAM
617
Weinberger Asset Management
California
$537K +$20.6K +800 +4%
BHWM
618
Beaird Harris Wealth Management
Texas
$532K +$537K +20,800 +1,329%
WWM
619
Western Wealth Management
Colorado
$530K +$35.4K +1,374 +7%
LSA
620
Lion Street Advisors
Texas
$529K +$104K +4,037 +22%
WA
621
Wambolt & Associates
Colorado
$521K +$284 +11 +0.1%
EP
622
EPIQ Partners
Minnesota
$520K
IA
623
IFG Advisory
Georgia
$519K -$367K -14,232 -39%
BCA
624
Bay Colony Advisors
Massachusetts
$518K +$9.31K +361 +2%
RMDI
625
R.M. Davis Inc
Maine
$516K

EPD Hedge Fund Activity: Q3 2022 in Review

1,129 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Enterprise Products Partners (EPD) for Q3 2022, worth a combined $13.8B — down 3.4% from $14.3B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new EPD positions and 62 closed out — a net gain of 5 holders — while 478 added to existing stakes and 277 trimmed.

The largest buyer was Truist Financial, adding an estimated $39.3M. The largest seller was Blackstone Inc, cutting an estimated $239M.

  • 1,129 institutional investors held Enterprise Products Partners (EPD) as of Q3 2022, down from 1,143 in Q2 2022.
  • Funds reported $13.8B of Enterprise Products Partners stock for Q3 2022, down 3.4% quarter-over-quarter.
  • 67 funds opened new Enterprise Products Partners positions in Q3 2022 and 62 closed out, a net change of +5 holders.
  • The largest Enterprise Products Partners buyer in Q3 2022 was Truist Financial, an estimated $39.3M added.
  • The largest Enterprise Products Partners seller in Q3 2022 was Blackstone Inc, an estimated $239M sold.

Based on aggregated 13F filings for Q3 2022.