We are live on ! Find out more
EPD icon

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
PMFA
776
Plante Moran Financial Advisors
Michigan
$286K -$61.5K -2,600 -18%
AWM
777
AllSquare Wealth Management
New York
$285K
MIM
778
MTM Investment Management
South Carolina
$285K
MIM
779
Moseley Investment Management
Florida
$285K +$19.3K +817 +7%
SNBOSD
780
Security National Bank of So Dak
Iowa
$285K +$280K +11,814 New
SWA
781
SOA Wealth Advisors
New York
$284K -$42.9K -1,813 -13%
DE
782
Day & Ennis
Georgia
$279K
TFA
783
Toth Financial Advisory
Virginia
$279K +$16.8K +711 +7%
PA
784
PFG Advisors
Arizona
$279K +$274K +11,565 New
AF
785
Advisornet Financial
Minnesota
$278K -$4.29K -181 -2%
RWA
786
Ropes Wealth Advisors
Massachusetts
$278K
TIM
787
Thompson Investment Management
Wisconsin
$278K
CAG
788
Csenge Advisory Group
Florida
$275K +$266K +11,252 New
WP
789
WMS Partners
Maryland
$274K -$6.39K -270 -2%
BOS
790
Bingham Osborn & Scarborough
California
$274K
LC
791
Lavaca Capital
Texas
$274K
STA
792
Summit Trail Advisors
New York
$274K
FCMT
793
Founders Capital Management (Texas)
Texas
$274K +$69.1K +2,921 +35%
CA
794
Crumly & Associates
Illinois
$272K +$852 +36 +0.3%
SFG
795
StrategIQ Financial Group
Indiana
$272K +$40.6K +1,714 +18%
TIM
796
Tortoise Investment Management
New York
$271K -$59.2K -2,500 -18%
VWA
797
V Wealth Advisors
Kansas
$271K -$10.5K -445 -4%
GLA
798
Good Life Advisors
Pennsylvania
$270K -$140K -5,918 -35%
WWM
799
Western Wealth Management
Colorado
$270K +$14.1K +596 +6%
CM
800
CoreCommodity Management
Connecticut
$269K -$17.4K -733 -6%

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.