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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
LWAC
676
Laurel Wealth Advisors (California)
California
$403K +$14.2K +600 +4%
BCA
677
Bay Colony Advisors
Massachusetts
$402K +$7.6K +321 +2%
CH
678
Canton Hathaway
Rhode Island
$401K
WCA
679
Westover Capital Advisors
Delaware
$401K
DWA
680
Douglass Winthrop Advisors
New York
$399K -$125K -5,300 -24%
AIP
681
Almanack Investment Partners
Pennsylvania
$398K
MMA
682
Miracle Mile Advisors
California
$397K -$10.7K -450 -3%
SW
683
SkyOak Wealth
Michigan
$395K -$35.5K -1,500 -8%
WDC
684
Woodward Diversified Capital
California
$394K -$359K -15,186 -48%
GFG
685
Greystone Financial Group
Michigan
$393K
NVIM
686
New Vernon Investment Management
Illinois
$393K
MMG
687
Monetary Management Group
Missouri
$392K
AC
688
Addison Capital
Pennsylvania
$392K +$5.11K +216 +1%
Chevy Chase Trust
689
Chevy Chase Trust
Maryland
$392K +$41.5K +1,755 +12%
VCS
690
Vaughan & Co Securities
New Jersey
$391K
EFS
691
Essex Financial Services
Connecticut
$387K
PPSG
692
Princeton Portfolio Strategies Group
New Jersey
$385K -$71K -3,000 -16%
KFGK
693
Keystone Financial Group (Kentucky)
Kentucky
$384K +$2.6K +110 +0.7%
TP
694
Tranquility Partners
Tennessee
$383K +$6.44K +272 +2%
TWM
695
Tradition Wealth Management
Minnesota
$381K +$5.92K +250 +2%
SG
696
StoneX Group
New York
$381K +$24.1K +1,019 +7%
WW
697
Westshore Wealth
California
$378K +$37.9K +1,600 +11%
BWL
698
Bogart Wealth LLC
Virginia
$378K +$71.5K +3,022 +24%
WPP
699
Whalerock Point Partners
Rhode Island
$375K -$88.2K -3,725 -19%
SAM
700
Secure Asset Management
Michigan
$373K +$131K +5,516 +55%

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.