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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
CNBTD
651
Citizens National Bank Trust Department
Mississippi
$415K +$6.06K +270 +1%
CDH
652
Charles D. Hyman
$414K
UAS
653
United Asset Strategies
New York
$413K +$112 +5 +0%
HVP
654
Hudson Value Partners
Florida
$411K
Carson Wealth (CWM LLC)
655
Carson Wealth (CWM LLC)
Nebraska
$408K +$416K +18,564 New
PPP
656
Private Portfolio Partners
New Jersey
$407K +$416K +18,530 New
DWT
657
Dorsey & Whitney Trust
South Dakota
$406K -$14.7K -655 -3%
LNWWM
658
Laird Norton Wetherby Wealth Management
California
$404K -$180K -8,029 -30%
MCM
659
Morton Capital Management
California
$404K +$412K +18,386 New
PFA
660
Pathway Financial Advisors
Vermont
$403K +$382K +17,036 New
MMA
661
Miracle Mile Advisors
California
$402K -$116K -5,150 -22%
WJA
662
Willis Johnson & Associates
Texas
$400K +$5.83K +260 +1%
CCWA
663
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$398K +$89.7K +4,000 +28%
LSA
664
Lion Street Advisors
Texas
$396K +$5.88K +262 +1%
CCMW
665
Cypress Capital Management (Wyoming)
Wyoming
$396K +$19.1K +850 +5%
SG
666
StoneX Group
New York
$395K +$45.8K +2,043 +13%
PP
667
Patten & Patten
Tennessee
$394K -$6.35K -283 -2%
CA
668
Clearstead Advisors
Ohio
$391K
CG
669
Colony Group
Massachusetts
$389K -$258K -11,500 -39%
WPC
670
Wedmont Private Capital
Pennsylvania
$388K +$365K +16,278 New
SCA
671
Sippican Capital Advisors
Massachusetts
$387K +$1.12K +50 +0.3%
DJSG
672
D.J. St. Germain
Massachusetts
$386K
ARC
673
Advisor Resource Council
Texas
$386K +$394K +17,551 New
VCAM
674
Van Cleef Asset Management
Ohio
$385K
EWA
675
ERTS Wealth Advisors
Michigan
$384K

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.