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Enterprise Products Partners
EPD

1,143 hedge funds and large institutions have $14.3B invested in Enterprise Products Partners in 2022 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 433 increasing their positions, 319 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more call options, than puts

Call options by funds: $333M | Put options by funds: $161M

36% more repeat investments, than reductions

Existing positions increased: 433 | Existing positions reduced: 319

11% more funds holding in top 10

Funds holding in top 10: 63 → 70 (+7)

5% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 63

0.28% less ownership

Funds ownership: 27.19% → 26.92% (-0.28%)

1% less funds holding

Funds holding: 1,154 → 1,143 (-11)

6% less capital invested

Capital invested by funds: $15.3B → $14.3B (-$985M)

Holders
1,143
Holders Change
-11
Holders Change %
-0.95%
% of All Funds
19.26%
Holding in Top 10
70
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+11.11%
% of All Funds
1.18%
New
66
Increased
433
Reduced
319
Closed
63
Calls
$333M
Puts
$161M
Net Calls
+$172M
Net Calls Change
+$35.5M

Top Buyers

1
IG
ING Group
Netherlands
+$47.8M
2
JP Morgan Chase
JP Morgan Chase
New York
+$35.3M
3
BlackRock
BlackRock
New York
+$27.5M
4
Ensign Peak Advisors
Ensign Peak Advisors
Utah
+$23.5M
5
Barclays
Barclays
United Kingdom
+$21.7M

Top Sellers

1
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$131M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$86.6M
3
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
-$35.2M
4
Morgan Stanley
Morgan Stanley
New York
-$33.7M
5
AA
ALPS Advisors
Colorado
-$30.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
901
S.A. Mason
Michigan
$220K – – –
CIAS
902
CBIZ Investment Advisory Services
Ohio
$220K +$238K +9,030 New
SCM
903
Sterneck Capital Management
Missouri
$219K – – –
CFO
904
Collective Family Office
Pennsylvania
$219K +$5.53K +210 +2%
EC
905
Enhancing Capital
Pennsylvania
$218K – – –
FFWM
906
Future Financial Wealth Management
Ohio
$218K – – –
HA
907
HFG Advisors
Ohio
$218K – – –
MMHP
908
Murphy Middleton Hinkle & Parker
Georgia
$218K – – –
CAL
909
Capital Advisors Ltd
Ohio
$218K +$1.16K +44 +0.5%
KFA
910
Kelleher Financial Advisors
New York
$217K +$235K +8,920 New
CAM
911
Concorde Asset Management
Michigan
$216K +$132 +5 +0.1%
SSWM
912
Smith Salley Wealth Management
North Carolina
$216K +$233K +8,874 New
CC
913
Claybrook Capital
Massachusetts
$215K – – –
WFM
914
Wolff Financial Management
Michigan
$215K – – –
WI
915
Wintrust Investments
Illinois
$213K +$79 +3 +0%
EFSCE
916
Enterprise Financial Services Corp (EFSC)
Missouri
$212K -$127K -4,811 -36%
AC
917
Asio Capital
Kentucky
$212K -$7.89K -300 -3%
CCFCSB
918
Cape Cod Five Cents Savings Bank
Massachusetts
$211K – – –
GI
919
GS Investments
Minnesota
$211K – – –
YIA
920
YHB Investment Advisors
Connecticut
$211K +$10.5K +400 +5%
BFC
921
Blue Fin Capital
Rhode Island
$210K – – –
MPI
922
Mairs & Power Inc
Minnesota
$210K – – –
PPW
923
Pinnacle Private Wealth
Massachusetts
$209K -$126K -4,796 -36%
EWA
924
EP Wealth Advisors
California
$209K -$26.4K -1,004 -10%
EVC
925
Eidelman Virant Capital
Missouri
$209K – – –
35 36
37
38 39

EPD Hedge Fund Activity: Q2 2022 in Review

1,143 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Enterprise Products Partners (EPD) for Q2 2022, worth a combined $14.3B — down 6.5% from $15.3B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new EPD positions and 63 closed out — a net gain of 3 holders — while 433 added to existing stakes and 319 trimmed.

The largest buyer was ING Group, adding an estimated $47.8M. The largest seller was Mitsubishi UFJ Trust & Banking, exiting entirely with an estimated $131M sold.

  • 1,143 institutional investors held Enterprise Products Partners (EPD) as of Q2 2022, down from 1,154 in Q1 2022.
  • Funds reported $14.3B of Enterprise Products Partners stock for Q2 2022, down 6.5% quarter-over-quarter.
  • 66 funds opened new Enterprise Products Partners positions in Q2 2022 and 63 closed out, a net change of +3 holders.
  • The largest Enterprise Products Partners buyer in Q2 2022 was ING Group, an estimated $47.8M added.
  • The largest Enterprise Products Partners seller in Q2 2022 was Mitsubishi UFJ Trust & Banking, an estimated $131M sold.

Based on aggregated 13F filings for Q2 2022.