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Enterprise Products Partners

1,070 hedge funds and large institutions have $15B invested in Enterprise Products Partners in 2021 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 415 increasing their positions, 300 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 50

52% more call options, than puts

Call options by funds: $195M | Put options by funds: $129M

38% more repeat investments, than reductions

Existing positions increased: 415 | Existing positions reduced: 300

8% more capital invested

Capital invested by funds: $13.8B → $15B (+$1.15B)

6% more funds holding in top 10

Funds holding in top 10: 5154 (+3)

4% more funds holding

Funds holding: 1,0291,070 (+41)

0.35% less ownership

Funds ownership: 28.74%28.39% (-0.35%)

Holders
1,070
Holders Change
+41
Holders Change %
+3.98%
% of All Funds
18.62%
Holding in Top 10
54
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.88%
% of All Funds
0.94%
New
101
Increased
415
Reduced
300
Closed
50
Calls
$195M
Puts
$129M
Net Calls
+$66.8M
Net Calls Change
+$6.28M
Name Holding Trade Value Shares
Change
Change in
Stake
NNP
726
Nachman Norwood & Parrott
South Carolina
$351K +$5.07K +214 +1%
SAM
727
SignalPoint Asset Management
Missouri
$346K -$12.7K -538 -4%
EWM
728
Executive Wealth Management
Michigan
$346K +$7.83K +331 +2%
GAM
729
Gould Asset Management
California
$343K -$43.7K -1,845 -11%
AWS
730
AJ Wealth Strategies
New York
$343K
CCWA
731
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$340K -$189K -8,000 -36%
EWM
732
Endurance Wealth Management
Rhode Island
$339K
PCM
733
Perritt Capital Management
Illinois
$338K
Fiera Capital (Canada)
734
Fiera Capital (Canada)
Quebec, Canada
$337K
RMCM
735
Reynders McVeigh Capital Management
Massachusetts
$337K
PCS
736
Personal CFO Solutions
New Jersey
$337K +$450 +19 +0.1%
PCIA
737
Prime Capital Investment Advisors
Kansas
$336K +$198K +8,347 +150%
ECM
738
Estabrook Capital Management
New York
$335K +$14.2K +600 +5%
SB
739
Simmons Bank
Arkansas
$335K
HW
740
Hancock Whitney
Mississippi
$334K
GFS
741
GYL Financial Synergies
Connecticut
$334K +$24 +1 +0%
Carson Wealth (CWM LLC)
742
Carson Wealth (CWM LLC)
Nebraska
$333K
ARC
743
Advisor Resource Council
Texas
$328K +$321K +13,570 New
CG
744
CFO4Life Group
Texas
$327K +$2.32K +98 +0.7%
NAS
745
Nicolet Advisory Services
Wisconsin
$327K +$321K +13,561 New
MFA
746
Mayflower Financial Advisors
Massachusetts
$324K +$71K +3,000 +29%
KMWM
747
Keudell/Morrison Wealth Management
Oregon
$323K -$9.11K -385 -3%
NFG
748
Next Financial Group
Texas
$323K +$17K +720 +6%
VVP
749
Venture Visionary Partners
Ohio
$321K +$68.1K +2,876 +28%
JIP
750
Jaffetilchin Investment Partners
Florida
$317K -$37.3K -1,574 -11%

EPD Hedge Fund Activity: Q2 2021 in Review

1,070 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Enterprise Products Partners (EPD) for Q2 2021, worth a combined $15B — up 8.3% from $13.8B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new EPD positions and 50 closed out — a net gain of 51 holders — while 415 added to existing stakes and 300 trimmed.

The largest buyer was ING Group, adding an estimated $230M. The largest seller was Massachusetts Financial Services, cutting an estimated $137M.

  • 1,070 institutional investors held Enterprise Products Partners (EPD) as of Q2 2021, up from 1,029 in Q1 2021.
  • Funds reported $15B of Enterprise Products Partners stock for Q2 2021, up 8.3% quarter-over-quarter.
  • 101 funds opened new Enterprise Products Partners positions in Q2 2021 and 50 closed out, a net change of +51 holders.
  • The largest Enterprise Products Partners buyer in Q2 2021 was ING Group, an estimated $230M added.
  • The largest Enterprise Products Partners seller in Q2 2021 was Massachusetts Financial Services, an estimated $137M sold.

Based on aggregated 13F filings for Q2 2021.