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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
BCA
676
Bay Colony Advisors
Massachusetts
$381K +$8.7K +388 +2%
SCFS
677
S.C. Financial Services
Arizona
$381K +$359K +16,000 New
DAM
678
Delta Asset Management
Tennessee
$380K
WP
679
WMS Partners
Maryland
$379K -$159K -7,110 -29%
VVP
680
Venture Visionary Partners
Ohio
$377K +$31.3K +1,395 +9%
HIA
681
Harbor Investment Advisory
Maryland
$376K
AC
682
Addison Capital
Pennsylvania
$376K +$14.3K +639 +4%
SWM
683
Salvus Wealth Management
New Jersey
$374K +$45 +2 +0%
TP
684
Tranquility Partners
Tennessee
$373K +$404 +18 +0.1%
DCM
685
Difesa Capital Management
New York
$372K +$380K +16,935 New
SIS
686
Sound Income Strategies
Florida
$370K
JPMIA
687
J.P. Marvel Investment Advisors
Massachusetts
$369K -$2.69K -120 -0.7%
IAN
688
Integrated Advisors Network
Texas
$369K +$57.8K +2,576 +18%
GIM
689
Groesbeck Investment Management
New Jersey
$367K -$463K -20,620 -55%
CWP
690
Curated Wealth Partners
California
$366K -$1.01M -45,010 -73%
AIP
691
Almanack Investment Partners
Pennsylvania
$366K -$47.8K -2,132 -11%
WDC
692
Woodward Diversified Capital
California
$366K +$7.27K +324 +2%
SAM
693
Secure Asset Management
Michigan
$366K +$15.1K +675 +4%
CH
694
Canton Hathaway
Rhode Island
$365K -$886K -39,500 -70%
IWA
695
Intercontinental Wealth Advisors
Texas
$365K -$39.5K -1,762 -10%
WCA
696
Westover Capital Advisors
Delaware
$365K
TPA
697
Trivium Point Advisory
Connecticut
$365K +$373K +16,611 New
Chevy Chase Trust
698
Chevy Chase Trust
Maryland
$363K +$89.7K +4,000 +32%
CWM
699
Collaborative Wealth Management
Florida
$361K +$368K +16,418 New
OIM
700
Oder Investment Management
California
$358K +$47.2K +2,103 +15%

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.