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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
PSUF
826
People's United Financial
Connecticut
$248K -$13.3K -563 -5%
AF
827
Allworth Financial
California
$247K +$42.8K +1,806 +21%
AAM
828
Augustine Asset Management
Florida
$245K
PWA
829
Physician Wealth Advisors
Utah
$245K
KAS
830
Kestra Advisory Services
Texas
$243K +$238K +10,063 New
PCA
831
Personal Capital Advisors
California
$243K +$239K +10,079 New
CFA
832
Capstone Financial Advisors
Illinois
$242K
LWP
833
Legacy Wealth Planning
Nevada
$242K
LFA
834
Legacy Financial Advisors
Kentucky
$241K
CC
835
Corsicana & Co
Texas
$241K +$237K +10,000 New
KFA
836
Kelleher Financial Advisors
New York
$238K -$157K -6,613 -40%
NCM
837
Novare Capital Management
North Carolina
$238K -$21.3K -900 -8%
GB
838
Goepper Burkhardt
South Carolina
$238K
WTB
839
Washington Trust Bank
Washington
$238K +$234K +9,872 New
TAM
840
Tocqueville Asset Management
New York
$237K
FANJ
841
Financial Architects (New Jersey)
New Jersey
$237K +$10.8K +456 +5%
RCAG
842
Rehmann Capital Advisory Group
Michigan
$234K +$230K +9,696 New
PA
843
PSI Advisors
Florida
$233K -$2.37K -100 -1%
CBT
844
CoreFirst Bank & Trust
Kansas
$233K -$2.13K -90 -0.9%
CCFCSB
845
Cape Cod Five Cents Savings Bank
Massachusetts
$233K +$229K +9,670 New
MPI
846
Mairs & Power Inc
Minnesota
$232K -$14.2K -600 -6%
FAT
847
First American Trust
California
$232K
SAM
848
Summit Asset Management
Tennessee
$232K
FFA
849
First Foundation Advisors
California
$231K -$32K -1,350 -12%
SN
850
Sittner & Nelson
Oregon
$229K

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.