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Enterprise Products Partners

1,129 hedge funds and large institutions have $13.8B invested in Enterprise Products Partners in 2022 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 478 increasing their positions, 277 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more call options, than puts

Call options by funds: $309M | Put options by funds: $152M

73% more repeat investments, than reductions

Existing positions increased: 478 | Existing positions reduced: 277

8% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 62

0.28% less ownership

Funds ownership: 26.92%26.64% (-0.28%)

3% less capital invested

Capital invested by funds: $14.3B → $13.8B (-$488M)

1% less funds holding

Funds holding: 1,1431,129 (-14)

3% less funds holding in top 10

Funds holding in top 10: 7068 (-2)

Holders
1,129
Holders Change
-14
Holders Change %
-1.22%
% of All Funds
19.45%
Holding in Top 10
68
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.86%
% of All Funds
1.17%
New
67
Increased
478
Reduced
277
Closed
62
Calls
$309M
Puts
$152M
Net Calls
+$157M
Net Calls Change
-$15.1M
Name Holding Trade Value Shares
Change
Change in
Stake
KMWM
751
Keudell/Morrison Wealth Management
Oregon
$347K +$26.2K +1,016 +7%
ACI
752
Alpha Cubed Investments
California
$342K +$232 +9 +0.1%
AF
753
Allworth Financial
California
$341K +$68.4K +2,653 +23%
SW
754
SkyOak Wealth
Michigan
$340K -$51.6K -2,000 -12%
CPP
755
Capasso Planning Partners
South Carolina
$337K
PHIMC
756
Private Harbour Investment Management & Counsel
Ohio
$336K -$2.58K -100 -0.7%
RIA
757
Realta Investment Advisors
Delaware
$336K +$49.6K +1,923 +16%
PGIM
758
Pacific Global Investment Management
California
$335K +$258 +10 +0.1%
BFEC
759
Benjamin F. Edwards & Company
Missouri
$335K +$18.7K +725 +5%
PFA
760
Pettinga Financial Advisors
Indiana
$334K -$16.8K -650 -4%
DSC
761
Duncker Streett & Co
Missouri
$334K
FMWA
762
Forvis Mazars Wealth Advisors
Missouri
$333K -$38.6K -1,495 -10%
ARMC
763
American Research & Management Company
Massachusetts
$332K +$103K +3,990 +40%
ECM
764
Estabrook Capital Management
New York
$330K
TC
765
Telemus Capital
Michigan
$328K +$25.8K +1,000 +8%
SWA
766
SFMG Wealth Advisors
Texas
$325K +$26 +1 +0%
Parallax Volatility Advisers
767
Parallax Volatility Advisers
California
$324K +$351K +13,616 New
DWA
768
Douglass Winthrop Advisors
New York
$322K
KFGK
769
Keystone Financial Group (Kentucky)
Kentucky
$319K -$17.3K -670 -5%
CA
770
Continuum Advisory
Idaho
$319K -$10.8K -417 -3%
CSI
771
Cross Staff Investments
New York
$318K +$3.61K +140 +1%
GFS
772
GYL Financial Synergies
Connecticut
$311K -$1.42K -55 -0.4%
PFM
773
Parsec Financial Management
North Carolina
$311K
Fisher Asset Management
774
Fisher Asset Management
Washington
$311K +$337K +13,063 New
BA
775
Bristlecone Advisors
Washington
$309K +$2.12K +82 +0.6%

EPD Hedge Fund Activity: Q3 2022 in Review

1,129 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Enterprise Products Partners (EPD) for Q3 2022, worth a combined $13.8B — down 3.4% from $14.3B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new EPD positions and 62 closed out — a net gain of 5 holders — while 478 added to existing stakes and 277 trimmed.

The largest buyer was Truist Financial, adding an estimated $39.3M. The largest seller was Blackstone Inc, cutting an estimated $239M.

  • 1,129 institutional investors held Enterprise Products Partners (EPD) as of Q3 2022, down from 1,143 in Q2 2022.
  • Funds reported $13.8B of Enterprise Products Partners stock for Q3 2022, down 3.4% quarter-over-quarter.
  • 67 funds opened new Enterprise Products Partners positions in Q3 2022 and 62 closed out, a net change of +5 holders.
  • The largest Enterprise Products Partners buyer in Q3 2022 was Truist Financial, an estimated $39.3M added.
  • The largest Enterprise Products Partners seller in Q3 2022 was Blackstone Inc, an estimated $239M sold.

Based on aggregated 13F filings for Q3 2022.