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Enterprise Products Partners
EPD

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: 1,143 → 1,129 (-14)

3% less funds holding in top 10

Funds holding in top 10: 70 → 68 (-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

Top Buyers

Rank Fund Capital Flow
1
Truist Financial
Truist Financial
North Carolina
+$39.3M
2
SCP
SailingStone Capital Partners
Texas
+$35.9M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$25.1M
4
UBS Group
UBS Group
Switzerland
+$23.2M
5
EIP
Energy Income Partners
Connecticut
+$22.5M

Top Sellers

Rank Fund Capital Flow
1
Blackstone Inc
Blackstone Inc
New York
-$239M
2
IG
ING Group
Netherlands
-$58.3M
3
JP Morgan Chase
JP Morgan Chase
New York
-$39.2M
4
American Century Companies
American Century Companies
Missouri
-$27.4M
5
Citigroup
Citigroup
New York
-$24.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
776
Csenge Advisory Group
Florida
$309K +$5.78K +224 +2%
CWM
777
Congress Wealth Management
Massachusetts
$304K – – –
PK
778
Pflug Koory
Nebraska
$304K – – –
MCA
779
Millennium Capital Advisors
Arkansas
$304K +$722 +28 +0.2%
DE
780
Day & Ennis
Georgia
$303K +$3.46K +134 +1%
RHP
781
Royal Harbor Partners
Texas
$302K +$327K +12,686 New
FPAS
782
Focus Partners Advisor Solutions
Missouri
$302K +$328K +12,709 New
WSCM
783
Wellington Shields Capital Management
New York
$301K +$13.1K +507 +4%
MCM
784
Magnolia Capital Management
New York
$298K +$208K +8,060 +181%
EWM
785
Endurance Wealth Management
Rhode Island
$297K – – –
FG
786
Fiduciary Group
Georgia
$297K +$7.35K +285 +2%
RWA
787
Ropes Wealth Advisors
Massachusetts
$296K – – –
GCP
788
GSA Capital Partners
United Kingdom
$296K +$322K +12,466 New
RCAG
789
Rehmann Capital Advisory Group
Michigan
$296K -$31.7K -1,229 -9%
OWA
790
Outlook Wealth Advisors
Texas
$295K +$39.2K +1,520 +14%
ABLA
791
Alan B. Lancz & Associates
Ohio
$293K – – –
WAOI
792
Wealth Advisors of Iowa
Iowa
$292K -$1.42M -54,877 -82%
BONH
793
Bank of New Hampshire
New Hampshire
$291K +$54.3K +2,105 +21%
RF
794
Rollins Financial
Georgia
$291K +$316K +12,230 New
RWP
795
RWA Wealth Partners
Massachusetts
$290K +$12.3K +476 +4%
NFSG
796
Newbridge Financial Services Group
Florida
$289K +$202K +7,811 +180%
SWP
797
Strategic Wealth Partners
Ohio
$288K +$27.8K +1,077 +10%
SAM
798
Sequent Asset Management
Texas
$286K – – –
APW
799
Austin Private Wealth
Texas
$285K – – –
SG
800
Somerset Group
Minnesota
$285K – – –
30 31
32
33 34

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.