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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
FHC
926
First Horizon Corporation
Tennessee
$145K
COCM
927
Charter Oak Capital Management
New Hampshire
$144K -$11.8K -500 -8%
JFGIW
928
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$141K +$8K +338 +6%
WLPWM
929
Walled Lake Planning & Wealth Management
Illinois
$140K
GAM
930
Gemmer Asset Management
California
$139K -$4.69K -198 -3%
PG
931
Proffitt & Goodson
Tennessee
$132K
PGAM
932
Princeton Global Asset Management
New Jersey
$132K +$33.4K +1,410 +35%
EFSCE
933
Enterprise Financial Services Corp (EFSC)
Missouri
$130K
AWM
934
Avondale Wealth Management
Texas
$128K
PMAS
935
PNC Managed Account Solutions
Texas
$128K +$125K +5,295 New
KBC Group
936
KBC Group
Belgium
$126K
HI
937
Hudock Inc
Pennsylvania
$123K +$12.5K +526 +11%
IAS
938
IMA Advisory Services
Colorado
$117K +$2.13K +90 +2%
HH
939
HWG Holdings
Texas
$115K
OC
940
Oakworth Capital
Alabama
$111K -$10.7K -454 -9%
HWA
941
HHM Wealth Advisors
Tennessee
$110K -$2.37K -100 -2%
SQA
942
Simon Quick Advisors
New Jersey
$109K +$59.9K +2,530 +127%
BCA
943
Berman Capital Advisors
Georgia
$108K
HFA
944
HC Financial Advisors
California
$106K
HCM
945
Horrell Capital Management
Arkansas
$106K
TCOV
946
Trust Company of Vermont
Vermont
$100K
GWS
947
Glassman Wealth Services
Virginia
$100K +$1.85K +78 +2%
BFC
948
Bedel Financial Consulting
Indiana
$99K
WQ
949
Wealth Quarterback
New Jersey
$97K +$94.7K +4,000 New
Credit Agricole
950
Credit Agricole
France
$96K

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.