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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
APP
901
Avantax Planning Partners
Iowa
$203K +$199K +8,404 New
TW
902
TrinityPoint Wealth
Connecticut
$203K +$199K +8,410 New
DIS
903
Diversified Investment Strategies
Louisiana
$202K +$198K +8,379 New
MWM
904
Minot Wealth Management
Massachusetts
$200K +$195K +8,250 New
LWCFA
905
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$200K +$196K +8,290 New
MCM
906
MV Capital Management
Maryland
$199K +$148K +6,250 +313%
BU
907
BBVA USA
Alabama
$191K +$187K +7,912 New
GWSG
908
GPS Wealth Strategies Group
Colorado
$189K -$26.9K -1,137 -13%
CHA
909
Carmichael Hill & Associates
Maryland
$188K -$23.7K -1,000 -11%
FA
910
Financial Avengers
California
$188K +$2.37K +100 +1%
WTC
911
WhitTier Trust Company
Nevada
$187K
NFSG
912
Newbridge Financial Services Group
Florida
$183K -$44.9K -1,895 -20%
BWM
913
BerganKDV Wealth Management
Minnesota
$180K
AWM
914
Accel Wealth Management
Iowa
$179K -$81.1K -3,427 -32%
CFG
915
CKW Financial Group
Hawaii
$177K
CG
916
Cutler Group
California
$176K -$188K -7,923 -52%
CAL
917
Capital Advisors Ltd
Ohio
$176K +$592 +25 +0.3%
IPW
918
IronBridge Private Wealth
Texas
$173K
BC
919
Barnett & Company
Tennessee
$170K -$105K -4,455 -39%
FMP
920
Financial Management Professionals
Texas
$169K +$2.01K +85 +1%
ARMC
921
American Research & Management Company
Massachusetts
$166K -$5.92K -250 -4%
AWM
922
Avior Wealth Management
Nebraska
$158K
PWA
923
Phoenix Wealth Advisors
North Carolina
$152K
ETC
924
Exchange Traded Concepts
Oklahoma
$149K +$111K +4,686 +316%
PO
925
Private Ocean
California
$146K -$3.79K -160 -3%

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.