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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
UCIG
901
Ulrich Consultants & Investment Group
New Mexico
$223K
WP
902
WealthSpring Partners
California
$222K +$241K +9,352 New
WTC
903
WhitTier Trust Company
Nevada
$222K -$25.8K -1,000 -10%
ACP
904
Aviance Capital Partners
Florida
$222K +$490 +19 +0.2%
PC
905
Port Capital
Illinois
$220K
FFWM
906
Future Financial Wealth Management
Ohio
$220K +$14.7K +569 +7%
PBC
907
Pavion Blue Capital
California
$219K
PCP
908
Proficio Capital Partners
Massachusetts
$219K +$181 +7 +0.1%
SMG
909
Smart Money Group
Texas
$218K +$15.7K +607 +7%
SL
910
Summitry LLC
California
$217K
AP
911
Atwood & Palmer
Missouri
$216K -$64.5K -2,500 -22%
ORI
912
Oak Ridge Investments
Illinois
$216K +$234K +9,072 New
CIAS
913
CBIZ Investment Advisory Services
Ohio
$215K
SAM
914
S.A. Mason
Michigan
$215K
ST
915
Smithfield Trust
Pennsylvania
$214K -$194K -7,520 -46%
IIC
916
Ironwood Investment Counsel
Arizona
$214K -$2.17K -84 -0.9%
SCM
917
Sterneck Capital Management
Missouri
$214K
CAL
918
Capital Advisors Ltd
Ohio
$214K +$1.11K +43 +0.5%
MWM
919
Meridian Wealth Management
Kentucky
$214K +$10.3K +400 +5%
HNWA
920
Henrickson Nauta Wealth Advisors
Michigan
$214K +$233K +9,018 New
HA
921
HFG Advisors
Ohio
$213K
MMHP
922
Murphy Middleton Hinkle & Parker
Georgia
$213K
ONST
923
Old North State Trust
North Carolina
$213K +$231K +8,946 +99,400%
KFA
924
Kelleher Financial Advisors
New York
$212K
CAM
925
Concorde Asset Management
Michigan
$212K +$1.37K +53 +0.6%

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.