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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
CWP
951
Concord Wealth Partners
Virginia
$94K -$21.6K -912 -19%
RFA
952
Reilly Financial Advisors
California
$94K +$10.4K +440 +13%
CHC
953
City Holding Co
West Virginia
$93K
ATC
954
Adirondack Trust Company
New York
$92K
EIM
955
Essex Investment Management
Massachusetts
$91K
AWA
956
Arkadios Wealth Advisors
Georgia
$84K -$2.23K -94 -3%
SIAP
957
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$82K -$2.27K -96 -3%
RE
958
RBC Europe
United Kingdom
$80.4K +$3.95K +167 +5%
WWMSC
959
Wagner Wealth Management (South Carolina)
South Carolina
$80K +$65.2K +2,755 +479%
FWM
960
Focused Wealth Management
New York
$78K -$4.54K -192 -6%
TC
961
Truvestments Capital
Florida
$77K -$66.3K -2,801 -47%
LJHT
962
Laurie J. Hall Trustee
$77K
TSW
963
Thompson Siegel & Walmsley
Virginia
$77K
AA
964
AlphaMark Advisors
Kentucky
$77K +$4.73K +200 +7%
OSNBOA
965
Old Second National Bank of Aurora
Illinois
$74K -$23.7K -1,000 -25%
BWA
966
BDO Wealth Advisors
Florida
$72K -$2.11K -89 -3%
CFFP
967
Center for Financial Planning
Michigan
$72K
MFT
968
Moisand Fitzgerald Tamayo
Florida
$72K
QCG
969
Quadrant Capital Group
Ohio
$71K -$180K -7,609 -72%
CAM
970
Costello Asset Management
Pennsylvania
$70K
EBA
971
Eagle Bay Advisors
New York
$70K +$68.6K +2,900 New
CWA
972
Clearview Wealth Advisors
Oregon
$68K
AAP
973
Arax Advisory Partners
Colorado
$66K +$64.3K +2,715 New
EL
974
EMFO LLC
Florida
$66K +$65.1K +2,752 New
WP
975
WealthShield Partners
North Carolina
$64K -$497 -21 -0.8%

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.