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Enterprise Products Partners

1,143 hedge funds and large institutions have $14.3B invested in Enterprise Products Partners in 2022 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 433 increasing their positions, 319 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more call options, than puts

Call options by funds: $333M | Put options by funds: $161M

36% more repeat investments, than reductions

Existing positions increased: 433 | Existing positions reduced: 319

11% more funds holding in top 10

Funds holding in top 10: 6370 (+7)

5% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 63

0.28% less ownership

Funds ownership: 27.19%26.92% (-0.28%)

1% less funds holding

Funds holding: 1,1541,143 (-11)

6% less capital invested

Capital invested by funds: $15.3B → $14.3B (-$985M)

Holders
1,143
Holders Change
-11
Holders Change %
-0.95%
% of All Funds
19.26%
Holding in Top 10
70
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+11.11%
% of All Funds
1.18%
New
66
Increased
433
Reduced
319
Closed
63
Calls
$333M
Puts
$161M
Net Calls
+$172M
Net Calls Change
+$35.5M
Name Holding Trade Value Shares
Change
Change in
Stake
GW
701
GW & Wade
Massachusetts
$403K +$8.1K +308 +2%
ST
702
Smithfield Trust
Pennsylvania
$402K
CWM
703
Collaborative Wealth Management
Florida
$402K +$434K +16,499 New
NVIM
704
New Vernon Investment Management
Illinois
$397K
SW
705
SkyOak Wealth
Michigan
$397K
CS
706
Cannell & Spears
New York
$396K
CPWA
707
Cerro Pacific Wealth Advisors
California
$396K
IWA
708
Intercontinental Wealth Advisors
Texas
$396K +$710 +27 +0.2%
Lazard Asset Management
709
Lazard Asset Management
New York
$396K +$423K +16,091 +9,635%
TRCT
710
Tower Research Capital (TRC)
New York
$395K +$212K +8,065 +99%
CPIA
711
Cornell Pochily Investment Advisors
New York
$391K +$447 +17 +0.1%
AB
712
Atlas Brown
Kentucky
$390K +$31.6K +1,200 +8%
MA
713
MONECO Advisors
Connecticut
$389K -$19.5K -741 -4%
LNWWM
714
Laird Norton Wetherby Wealth Management
California
$389K +$2.39K +91 +0.6%
FAT
715
First American Trust
California
$388K
WT
716
Washington Trust
Rhode Island
$386K
PCMC
717
Paragon Capital Management (Colorado)
Colorado
$385K +$368 +14 +0.1%
MMG
718
Monetary Management Group
Missouri
$384K
HAS
719
HBW Advisory Services
California
$381K -$4.21K -160 -1%
FBT
720
First Bankers Trust
Kentucky
$381K +$2.42K +92 +0.6%
NFGCM
721
Norman Fields Gottscho Capital Management
New York
$380K
WPP
722
Whalerock Point Partners
Rhode Island
$379K
FMWA
723
Forvis Mazars Wealth Advisors
Missouri
$378K
TP
724
Tranquility Partners
Tennessee
$377K -$9.21K -350 -2%
BPFA
725
Barnes Pettey Financial Advisors
Mississippi
$376K +$26.3K +1,000 +7%

EPD Hedge Fund Activity: Q2 2022 in Review

1,143 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Enterprise Products Partners (EPD) for Q2 2022, worth a combined $14.3B — down 6.5% from $15.3B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new EPD positions and 63 closed out — a net gain of 3 holders — while 433 added to existing stakes and 319 trimmed.

The largest buyer was ING Group, adding an estimated $47.8M. The largest seller was Mitsubishi UFJ Trust & Banking, exiting entirely with an estimated $131M sold.

  • 1,143 institutional investors held Enterprise Products Partners (EPD) as of Q2 2022, down from 1,154 in Q1 2022.
  • Funds reported $14.3B of Enterprise Products Partners stock for Q2 2022, down 6.5% quarter-over-quarter.
  • 66 funds opened new Enterprise Products Partners positions in Q2 2022 and 63 closed out, a net change of +3 holders.
  • The largest Enterprise Products Partners buyer in Q2 2022 was ING Group, an estimated $47.8M added.
  • The largest Enterprise Products Partners seller in Q2 2022 was Mitsubishi UFJ Trust & Banking, an estimated $131M sold.

Based on aggregated 13F filings for Q2 2022.