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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
CPWA
701
Cerro Pacific Wealth Advisors
California
$357K -$35.9K -1,600 -9%
SW
702
SkyOak Wealth
Michigan
$357K -$2.24K -100 -0.6%
NVIM
703
New Vernon Investment Management
Illinois
$357K
SFO
704
Stokes Family Office
Louisiana
$357K +$6.73K +300 +2%
CS
705
Cannell & Spears
New York
$357K +$365K +16,260 New
GW
706
GW & Wade
Massachusetts
$355K +$987 +44 +0.3%
KIA
707
KCM Investment Advisors
California
$353K +$106K +4,705 +41%
CWM
708
Congress Wealth Management
Massachusetts
$353K +$360K +16,060 New
CPIA
709
Cornell Pochily Investment Advisors
New York
$352K -$22K -982 -6%
AWA
710
Arete Wealth Advisors
Illinois
$351K +$106K +4,726 +42%
ATPW
711
Ashton Thomas Private Wealth
Arizona
$350K +$357K +15,918 New
EWM
712
Evermay Wealth Management
Virginia
$348K +$33.6K +1,500 +10%
VCS
713
Vaughan & Co Securities
New Jersey
$346K -$10.3K -458 -3%
PCMC
714
Paragon Capital Management (Colorado)
Colorado
$346K +$314 +14 +0.1%
WW
715
Waterfront Wealth
Kansas
$346K +$10.9K +485 +3%
AWA
716
Aaron Wealth Advisors
Illinois
$346K +$73.3K +3,268 +26%
DSC
717
Duncker Streett & Co
Missouri
$345K -$4.49K -200 -1%
NW
718
NewEdge Wealth
Pennsylvania
$343K +$350K +15,600 New
WT
719
Washington Trust
Rhode Island
$342K -$72.3K -3,225 -17%
NFGCM
720
Norman Fields Gottscho Capital Management
New York
$342K -$44.9K -2,000 -11%
FBT
721
First Bankers Trust
Kentucky
$342K -$43.3K -1,930 -11%
WPP
722
Whalerock Point Partners
Rhode Island
$341K
FWP
723
FAS Wealth Partners
Kansas
$340K -$10.6K -472 -3%
MMG
724
Monetary Management Group
Missouri
$339K -$47.1K -2,100 -12%
AMG
725
Advisors Management Group
Wisconsin
$339K

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.