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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
SMG
926
Smart Money Group
Texas
$209K +$226K +8,581 New
MWM
927
Meridian Wealth Management
Kentucky
$209K +$226K +8,596 New
FFA
928
Founders Financial Alliance
North Carolina
$208K +$4.89K +186 +2%
SAM
929
Shikiar Asset Management
New York
$207K – – –
VCM
930
Violich Capital Management
California
$207K – – –
MPIA
931
Mountain Pacific Investment Advisers
Idaho
$207K +$3.84K +146 +2%
DBIA
932
Dumont & Blake Investment Advisors
New Jersey
$207K +$10.8K +409 +5%
CL
933
Choreo LLC
Illinois
$205K +$474 +18 +0.2%
SWA
934
SOA Wealth Advisors
New York
$205K +$973 +37 +0.4%
MSFS
935
Main Street Financial Solutions
Pennsylvania
$204K -$333K -12,654 -60%
CBT
936
CoreFirst Bank & Trust
Kansas
$204K – – –
SFS
937
Stiles Financial Services
Minnesota
$204K +$3.13K +119 +1%
PL
938
Plancorp LLC
Missouri
$204K +$4.95K +188 +2%
LCM
939
Leisure Capital Management
California
$203K – – –
CAGAS
940
Capital Advisory Group Advisory Services
Minnesota
$202K – – –
CHA
941
Carmichael Hill & Associates
Maryland
$202K – – –
SCP
942
Syntal Capital Partners
Texas
$201K +$217K +8,260 New
PGF
943
Plan Group Financial
Oklahoma
$200K +$217K +8,234 New
PB
944
Pinnacle Bancorp
Nebraska
$193K -$17.1K -650 -8%
FHA
945
First Horizon Advisors
Tennessee
$178K – – –
WAM
946
WFA Asset Management
Wisconsin
$177K +$2.89K +110 +2%
WB
947
West Bancorporation
Iowa
$176K – – –
ATC
948
Adirondack Trust Company
New York
$171K – – –
WAM
949
Worth Asset Management
Texas
$168K – – –
AWM
950
Accel Wealth Management
Iowa
$167K -$2.79K -106 -2%
36 37
38
39 40

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.