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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
BPFA
801
Barnes Pettey Financial Advisors
Mississippi
$284K -$89.8K -3,480 -23%
IAMOG
802
Investors Asset Management of Georgia
Georgia
$284K +$22.3K +863 +8%
FCMT
803
Founders Capital Management (Texas)
Texas
$283K
JIP
804
Jaffetilchin Investment Partners
Florida
$283K +$4.36K +169 +1%
TFA
805
Toth Financial Advisory
Virginia
$283K +$7.89K +306 +3%
PMFA
806
Plante Moran Financial Advisors
Michigan
$281K -$14.3K -553 -4%
AWM
807
AllSquare Wealth Management
New York
$281K
SNBOSCI
808
Security National Bank of Sioux City Iowa
Iowa
$281K
JWM
809
Jeppson Wealth Management
California
$280K +$20.6K +800 +7%
CRI
810
Colonial River Investments
Virginia
$279K -$10.3K -400 -3%
WE
811
Wealth Effects
Massachusetts
$279K -$3.1K -120 -1%
SWM
812
Silverlake Wealth Management
Vermont
$278K
SFP
813
Sandbox Financial Partners
Maryland
$277K -$24.3K -940 -7%
CCA
814
Checchi Capital Advisers
California
$276K
AIM
815
Arcadia Investment Management
Michigan
$274K
TIM
816
Thompson Investment Management
Wisconsin
$274K
LFG
817
Larson Financial Group
Missouri
$274K +$291K +11,287 +4,607%
HSBC Holdings
818
HSBC Holdings
United Kingdom
$273K +$294K +11,381 New
AWAG
819
ARS Wealth Advisors Group
Florida
$273K +$296K +11,465 New
VDI
820
Vaughan David Investments
Illinois
$272K -$6.29K -244 -2%
CCM
821
Covington Capital Management
California
$272K
CPO
822
Cerity Partners OCIO
New York
$271K -$220K -8,509 -43%
OHIS
823
Oak Harvest Investment Services
Texas
$271K +$5.06K +196 +2%
CIA
824
Choate Investment Advisors
Massachusetts
$270K
BFG
825
Beacon Financial Group
Texas
$269K -$50.9K -1,972 -15%

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.