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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
BJL
751
Brighton Jones LLC
Washington
$316K +$25.4K +1,075 +9%
NCM
752
Next Capital Management
New York
$315K
PTC
753
Private Trust Company
Ohio
$313K -$56.8K -2,400 -16%
PFM
754
Parsec Financial Management
North Carolina
$313K
FCH
755
Freestone Capital Holdings
Washington
$309K
PK
756
Pflug Koory
Nebraska
$309K
CT
757
Clearstead Trust
Maine
$309K +$179K +7,564 +145%
RWP
758
RWA Wealth Partners
Massachusetts
$307K
TCWM
759
Total Clarity Wealth Management
Illinois
$307K +$281K +11,875 +1,397%
CAM
760
Campion Asset Management
Virginia
$304K -$103K -4,360 -26%
BW
761
Bison Wealth
Georgia
$302K +$1.92K +81 +0.7%
AWA
762
Aaron Wealth Advisors
Illinois
$301K +$296K +12,514 New
OIM
763
Oder Investment Management
California
$299K +$65.2K +2,753 +28%
OIA
764
OneDigital Investment Advisors
Kansas
$298K +$43.3K +1,830 +17%
VC
765
Vicus Capital
Pennsylvania
$296K +$71.1K +3,005 +32%
SWA
766
SFMG Wealth Advisors
Texas
$290K -$3.93K -166 -1%
APW
767
Austin Private Wealth
Texas
$290K
IIC
768
Integrated Investment Consultants
Michigan
$290K
NCM
769
Narwhal Capital Management
Georgia
$290K
SG
770
Somerset Group
Minnesota
$290K
LFF
771
Level Four Financial
Texas
$289K +$71 +3 +0%
CFGS
772
Concourse Financial Group Securities
Alabama
$289K +$30.4K +1,286 +12%
SRC
773
Shufro Rose & Co
New York
$288K
AIA
774
Arrow Investment Advisors
Maryland
$288K +$283K +11,950 New
Koshinski Asset Management
775
Koshinski Asset Management
Illinois
$287K -$66.1K -2,792 -19%

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.