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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
SWA
876
Stratos Wealth Advisors
Ohio
$238K +$15.1K +586 +6%
RCG
877
Regatta Capital Group
California
$238K +$252K +9,758 New
BTIM
878
BancFirst Trust & Investment Management
Oklahoma
$237K -$15.5K -600 -6%
GPA
879
Guerra Pan Advisors
New Jersey
$237K
Koshinski Asset Management
880
Koshinski Asset Management
Illinois
$237K +$310 +12 +0.1%
SAM
881
Summit Asset Management
Tennessee
$236K
BW
882
Bison Wealth
Georgia
$236K +$181 +7 +0.1%
GB
883
Goepper Burkhardt
South Carolina
$234K
WAM
884
Weatherly Asset Management
California
$234K
NCM
885
Novare Capital Management
North Carolina
$234K +$6.96K +270 +3%
PAS
886
Park Avenue Securities
New York
$234K +$254K +9,831 New
CWM
887
Cornerstone Wealth Management
Missouri
$232K +$14.2K +552 +6%
MG
888
Mather Group
Illinois
$230K -$10.7K -415 -4%
FAT
889
First American Trust
California
$229K
MPI
890
Mairs & Power Inc
Minnesota
$228K +$25.8K +1,000 +12%
CBN
891
Cadence Bank NA
Texas
$226K -$701K -27,189 -74%
STA
892
Summit Trail Advisors
New York
$226K -$21.5K -834 -8%
SN
893
Sittner & Nelson
Oregon
$226K
PTC
894
Private Trust Company
Ohio
$226K +$3.1K +120 +1%
SWA
895
SOA Wealth Advisors
New York
$225K +$26.8K +1,039 +12%
WAAG
896
Wealth Alliance Advisory Group
Kansas
$224K -$20.8K -805 -8%
EC
897
Enhancing Capital
Pennsylvania
$224K
TW
898
TrinityPoint Wealth
Connecticut
$224K
OFW
899
Omnia Family Wealth
Florida
$223K
PWA
900
Physician Wealth Advisors
Utah
$223K

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.