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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
BWP
676
BSW Wealth Partners
Colorado
$429K +$73.3K +2,843 +19%
DJSG
677
D.J. St. Germain
Massachusetts
$428K
AC
678
Addison Capital
Pennsylvania
$428K +$5.93K +230 +1%
RC
679
RegentAtlantic Capital
New Jersey
$428K +$225K +8,730 +94%
DAM
680
Delta Asset Management
Tennessee
$426K +$15.5K +600 +3%
EWA
681
EP Wealth Advisors
California
$426K +$241K +9,360 +109%
TWM
682
Tradition Wealth Management
Minnesota
$423K -$4.08K -158 -0.9%
EWA
683
ERTS Wealth Advisors
Michigan
$422K +$5.16K +200 +1%
LWAC
684
Laurel Wealth Advisors (California)
California
$422K +$6.94K +269 +2%
CAMG
685
CWA Asset Management Group
Florida
$421K +$26.3K +1,019 +6%
NFGCM
686
Norman Fields Gottscho Capital Management
New York
$418K +$51.6K +2,000 +13%
HW
687
Hancock Whitney
Mississippi
$417K
VCAM
688
Van Cleef Asset Management
Ohio
$417K
VCM
689
Violich Capital Management
California
$417K +$233K +9,050 +107%
OIM
690
Oder Investment Management
California
$416K +$12K +467 +3%
SIS
691
Sound Income Strategies
Florida
$414K +$2.06K +80 +0.5%
DT
692
Diversified Trust
Tennessee
$414K +$20.5K +796 +5%
CA
693
Clearstead Advisors
Ohio
$413K -$227K -8,782 -34%
EP
694
Eudaimonia Partners
Tennessee
$409K -$37.4K -1,450 -8%
CCMW
695
Cypress Capital Management (Wyoming)
Wyoming
$405K
SWM
696
Salvus Wealth Management
New Jersey
$405K +$52 +2 +0%
ERIM
697
Eagle Ridge Investment Management
Connecticut
$404K
ATPW
698
Ashton Thomas Private Wealth
Arizona
$403K +$1.52K +59 +0.3%
VVP
699
Venture Visionary Partners
Ohio
$403K -$31.8K -1,232 -7%
TTWM
700
TCV Trust & Wealth Management
Virginia
$403K

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.