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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
SYBT
626
Stock Yards Bank & Trust
Kentucky
$464K +$7.58K +320 +2%
MA
627
Modus Advisors
Minnesota
$462K -$207K -8,737 -31%
YAL
628
Your Advocates Ltd
Texas
$462K +$8.47K +358 +2%
WCM
629
Whitener Capital Management
North Carolina
$462K +$52.8K +2,232 +13%
MSFS
630
Main Street Financial Solutions
Pennsylvania
$460K +$2.42K +102 +0.5%
IIM
631
Ipswich Investment Management
Massachusetts
$459K
WT
632
Washington Trust
Rhode Island
$458K -$33.5K -1,415 -7%
JIC
633
Joel Isaacson & Co
New York
$458K
CG
634
Caprock Group
Idaho
$456K +$448K +18,918 New
CDH
635
Charles D. Hyman
$454K
HVP
636
Hudson Value Partners
Florida
$452K
JCM
637
Jacobi Capital Management
Pennsylvania
$452K +$213K +9,005 +93%
DSC
638
Duncker Streett & Co
Missouri
$451K -$28.4K -1,200 -6%
LWANC
639
Laurel Wealth Advisors (North Carolina)
North Carolina
$451K -$22.5K -950 -5%
CNBTD
640
Citizens National Bank Trust Department
Mississippi
$450K
PJSIMP
641
P.J. Schmidt Investment Management (PJS)
Wisconsin
$444K
NSIM
642
North Star Investment Management
Illinois
$443K +$1.21K +51 +0.3%
SWM
643
Stockman Wealth Management
Montana
$442K +$118K +5,000 +38%
BP
644
BBR Partners
New York
$438K -$83.8K -3,541 -16%
WAP
645
Wealthcare Advisory Partners
Pennsylvania
$434K +$27K +1,140 +7%
CPWA
646
Cerro Pacific Wealth Advisors
California
$431K +$423K +17,869 New
CA
647
Clearstead Advisors
Ohio
$430K -$7.76K -328 -2%
DP
648
Dearborn Partners
Illinois
$426K +$37.9K +1,600 +10%
DJSG
649
D.J. St. Germain
Massachusetts
$424K
EWA
650
ERTS Wealth Advisors
Michigan
$424K

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.