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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
WJWM
51
Williams Jones Wealth Management
New York
$44.4M +$2.87K +109 +0%
P3I
52
Progeny 3 Inc
Washington
$42.8M +$903K +34,338 +2%
TYCC
53
Texas Yale Capital Corp
Florida
$39M +$1.43M +54,293 +4%
Barclays
54
Barclays
United Kingdom
$38.7M +$21.7M +824,499 +108%
Victory Capital Management
55
Victory Capital Management
Texas
$38M -$4.6M -174,690 -10%
ICA
56
Infrastructure Capital Advisors
New York
$37.9M -$8.25M -313,655 -17%
CPIG
57
Chicago Partners Investment Group
Illinois
$37.1M +$91.7K +3,486 +0.3%
NIM
58
NXG Investment Management
Texas
$37M -$1.8M -68,290 -4%
LPL Financial
59
LPL Financial
California
$36.6M +$6.81M +258,925 +21%
Massachusetts Financial Services
60
Massachusetts Financial Services
Massachusetts
$35.7M +$22.9K +872 +0.1%
BG
61
Bollard Group
Massachusetts
$34M +$1.61M +61,192 +5%
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$33.8M -$146K -5,557 -0.4%
AP
63
Americana Partners
Texas
$33.4M +$11.6M +440,214 +45%
EGA
64
Eagle Global Advisors
Texas
$32.9M -$1.13M -43,011 -3%
VIA
65
Vident Investment Advisory
Georgia
$32.3M +$1.57M +59,796 +5%
TIS
66
Tortoise Index Solutions
Kansas
$32.3M +$1.57M +59,796 +5%
FI
67
Fractal Investments
Connecticut
$32.1M +$6.15M +233,701 +22%
OA
68
Oxbow Advisors
Texas
$32M -$1.1M -41,631 -3%
USCWA
69
U.S. Capital Wealth Advisors
Texas
$29.8M +$737K +28,006 +2%
PDM
70
Penn Davis McFarland
Texas
$29.4M +$224K +8,523 +0.7%
Rockefeller Capital Management
71
Rockefeller Capital Management
New York
$26.8M -$270K -10,261 -0.9%
TC
72
Tetrad Corporation
Nebraska
$26.8M
PTC
73
Petrus Trust Company
Texas
$25.7M
ECM
74
Evergreen Capital Management
Washington
$25.4M -$1.65M -62,738 -6%
Citigroup
75
Citigroup
New York
$24.1M -$4.55M -172,847 -15%

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.