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Enterprise Products Partners

1,110 hedge funds and large institutions have $13.1B invested in Enterprise Products Partners in 2021 Q4 according to their latest regulatory filings, with 152 funds opening new positions, 356 increasing their positions, 366 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more first-time investments, than exits

New positions opened: 152 | Existing positions closed: 68

19% more call options, than puts

Call options by funds: $221M | Put options by funds: $185M

6% more funds holding

Funds holding: 1,0451,110 (+65)

4% more funds holding in top 10

Funds holding in top 10: 4951 (+2)

3% more capital invested

Capital invested by funds: $12.7B → $13.1B (+$354M)

0.48% more ownership

Funds ownership: 26.88%27.36% (+0.48%)

3% less repeat investments, than reductions

Existing positions increased: 356 | Existing positions reduced: 366

Holders
1,110
Holders Change
+65
Holders Change %
+6.22%
% of All Funds
17.08%
Holding in Top 10
51
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.08%
% of All Funds
0.78%
New
152
Increased
356
Reduced
366
Closed
68
Calls
$221M
Puts
$185M
Net Calls
+$35.7M
Net Calls Change
-$39.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
901
Capital Advisors Ltd
Ohio
$195K +$1.03K +46 +0.5%
FFWM
902
Future Financial Wealth Management
Ohio
$191K +$189K +8,438 New
PB
903
Pinnacle Bancorp
Nebraska
$189K
ST
904
Smithfield Trust
Pennsylvania
$183K
CHA
905
Carmichael Hill & Associates
Maryland
$182K +$11.2K +500 +6%
SWA
906
SOA Wealth Advisors
New York
$181K -$36.3K -1,619 -16%
ARMC
907
American Research & Management Company
Massachusetts
$181K +$30.3K +1,350 +20%
FA
908
Financial Avengers
California
$180K +$6.73K +300 +4%
GI
909
GS Investments
Minnesota
$176K
CHC
910
City Holding Co
West Virginia
$174K +$73.5K +3,275 +85%
WTC
911
WhitTier Trust Company
Nevada
$162K
CFG
912
CKW Financial Group
Hawaii
$160K
RWA
913
RGT Wealth Advisors
Texas
$160K +$163K +7,263 New
WB
914
West Bancorporation
Iowa
$159K +$162K +7,240 New
MA
915
Montag & Associates
Georgia
$158K -$349K -15,540 -68%
BC
916
Barnett & Company
Tennessee
$155K
ATC
917
Adirondack Trust Company
New York
$154K
AWM
918
Accel Wealth Management
Iowa
$150K -$11.4K -507 -7%
TIM
919
Tevis Investment Management
Texas
$150K +$152K +6,792 New
HI
920
Hudock Inc
Pennsylvania
$149K -$1.75K -78 -1%
EL
921
EMFO LLC
Florida
$147K
GWSG
922
GPS Wealth Strategies Group
Colorado
$146K -$4.89K -218 -3%
AWM
923
Avior Wealth Management
Nebraska
$144K +$224 +10 +0.2%
KCM
924
KRS Capital Management
Michigan
$144K +$148K +6,580 New
BWM
925
BerganKDV Wealth Management
Minnesota
$141K -$23.8K -1,063 -14%

EPD Hedge Fund Activity: Q4 2021 in Review

1,110 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Enterprise Products Partners (EPD) for Q4 2021, worth a combined $13.1B — up 2.8% from $12.7B a quarter earlier.

Buyers outnumbered sellers: 152 funds opened new EPD positions and 68 closed out — a net gain of 84 holders — while 356 added to existing stakes and 366 trimmed.

The largest buyer was Blackstone Inc, adding an estimated $61.3M. The largest seller was Goldman Sachs, cutting an estimated $203M.

  • 1,110 institutional investors held Enterprise Products Partners (EPD) as of Q4 2021, up from 1,045 in Q3 2021.
  • Funds reported $13.1B of Enterprise Products Partners stock for Q4 2021, up 2.8% quarter-over-quarter.
  • 152 funds opened new Enterprise Products Partners positions in Q4 2021 and 68 closed out, a net change of +84 holders.
  • The largest Enterprise Products Partners buyer in Q4 2021 was Blackstone Inc, an estimated $61.3M added.
  • The largest Enterprise Products Partners seller in Q4 2021 was Goldman Sachs, an estimated $203M sold.

Based on aggregated 13F filings for Q4 2021.