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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
PG
926
Proffitt & Goodson
Tennessee
$140K -$5K -223 -3%
MWA
927
Miller Wealth Advisors
Colorado
$137K +$140K +6,233 New
PO
928
Private Ocean
California
$133K
SC
929
SouthState Corp
Florida
$132K
HCM
930
Highlander Capital Management
New Jersey
$132K +$135K +6,000 New
FPWM
931
FSB Premier Wealth Management
Iowa
$132K +$135K +6,018 New
GAM
932
Gemmer Asset Management
California
$127K +$67 +3 +0.1%
AF
933
Allworth Financial
California
$125K -$113K -5,048 -47%
SC
934
Sawyer & Company
Massachusetts
$125K
EWA
935
EverSource Wealth Advisors
Alabama
$125K +$127K +5,680 New
JFGIW
936
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$122K -$6.59K -294 -5%
COCM
937
Charter Oak Capital Management
New Hampshire
$121K -$10.4K -462 -8%
WAM
938
WFA Asset Management
Wisconsin
$119K +$122K +5,429 New
Koshinski Asset Management
939
Koshinski Asset Management
Illinois
$117K -$628 -28 -0.5%
AWM
940
Avondale Wealth Management
Texas
$116K
CAM
941
CenterStar Asset Management
Illinois
$113K
IAS
942
IMA Advisory Services
Colorado
$111K +$2.15K +96 +2%
PGAM
943
Princeton Global Asset Management
New Jersey
$109K -$11.2K -500 -9%
TSWM
944
Tyler-Stone Wealth Management
Ohio
$109K +$111K +4,950 New
HH
945
HWG Holdings
Texas
$105K +$107K +4,766 New
LWCFA
946
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$98K
CWS
947
Confluence Wealth Services
Pennsylvania
$98K +$101K +4,497 New
HWA
948
HHM Wealth Advisors
Tennessee
$97K -$3.37K -150 -3%
BFEC
949
Benjamin F. Edwards & Company
Missouri
$96K +$42.8K +1,906 +78%
ODG
950
O'Dell Group
Ohio
$95K

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.