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Enterprise Products Partners
EPD

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: 51 → 54 (+3)

4% more funds holding

Funds holding: 1,029 → 1,070 (+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

Top Buyers

Rank Fund Capital Flow
1
IG
ING Group
Netherlands
+$230M
2
BlackRock
BlackRock
New York
+$111M
3
Morgan Stanley
Morgan Stanley
New York
+$70.7M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$69M
5
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$60.1M

Top Sellers

Rank Fund Capital Flow
1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$137M
2
Bank of America
Bank of America
North Carolina
-$101M
3
N
Natixis
France
-$101M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$76.8M
5
SCA
Salient Capital Advisors
Texas
-$75.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
801
Clear Perspective Advisors
Illinois
$269K – – –
SFP
802
Sandbox Financial Partners
Maryland
$268K +$2.89K +122 +1%
DWM
803
Doyle Wealth Management
Florida
$264K -$4.8K -203 -2%
CCM
804
Covington Capital Management
California
$264K – – –
NGA
805
Naples Global Advisors
Florida
$264K – – –
PWM
806
Perigon Wealth Management
California
$263K -$17.5K -738 -6%
OWA
807
Outlook Wealth Advisors
Texas
$263K +$258K +10,888 New
NCM
808
Noesis Capital Mangement
Florida
$261K – – –
SSA
809
South Street Advisors
New York
$261K +$256K +10,800 New
SCM
810
Southport Capital Management
Tennessee
$260K +$255K +10,777 New
WAM
811
Weatherly Asset Management
California
$259K – – –
QCM
812
Quest Capital Management
Texas
$259K +$254K +10,744 New
CI
813
Conning Inc
Connecticut
$257K – – –
CI
814
Clal Insurance
Israel
$256K – – –
IAMOG
815
Investors Asset Management of Georgia
Georgia
$256K – – –
BSA
816
Bull Street Advisors
Georgia
$255K – – –
FFA
817
Freedman Financial Associates
Massachusetts
$255K – – –
RA
818
RFG Advisory
Alabama
$254K +$2.32K +98 +0.9%
BC
819
Bartlett & Co
Ohio
$253K – – –
TNBTD
820
Trustmark National Bank Trust Department
Mississippi
$253K – – –
WA
821
Wealth Advisors
California
$253K – – –
IAN
822
Integrated Advisors Network
Texas
$253K +$17K +718 +7%
BCWM
823
Bartlett & Co Wealth Management
Ohio
$253K – – –
SAM
824
S.A. Mason
Michigan
$251K – – –
GD
825
Grandfield & Dodd
New York
$250K – – –
31 32
33
34 35

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.