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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
PTC
76
Petrus Trust Company
Texas
$27.3M
TC
77
Tetrad Corporation
Nebraska
$26.5M
ECM
78
Evergreen Capital Management
Washington
$26.4M -$2.32M -98,076 -8%
UR
79
USCA RIA
Texas
$26.3M +$105K +4,456 +0.4%
LPL Financial
80
LPL Financial
California
$24.9M +$1.04M +43,912 +4%
Jennison Associates
81
Jennison Associates
New York
$24.3M +$278K +11,725 +1%
KSCM
82
Kamunting Street Capital Management
Florida
$23.3M +$8.88M +375,000 +64%
JMPWA
83
JP Morgan Private Wealth Advisors
California
$22.4M -$6.73M -284,490 -23%
WPEP
84
Walnut Private Equity Partners
Nebraska
$22M +$1.26M +53,082 +6%
AP
85
Americana Partners
Texas
$20.4M +$1.83M +77,482 +10%
MWNA
86
Marshall Wace North America
New York
$20.4M +$15.8M +667,146 +373%
Charles Schwab
87
Charles Schwab
California
$19.8M -$430K -18,163 -2%
Barclays
88
Barclays
United Kingdom
$19.4M -$314K -13,275 -2%
Rockefeller Capital Management
89
Rockefeller Capital Management
New York
$18.9M +$1.67M +70,692 +10%
Osaic Holdings
90
Osaic Holdings
Arizona
$18.9M +$349K +14,745 +2%
California Public Employees Retirement System
91
California Public Employees Retirement System
California
$18.2M -$55.4M -2,338,982 -76%
UCFA
92
United Capital Financial Advisors
Texas
$18.2M +$190K +8,022 +1%
JIC
93
JRM Investment Counsel
Nebraska
$18.1M +$507K +21,432 +3%
Creative Planning
94
Creative Planning
Kansas
$17.8M -$9.93M -419,680 -36%
Envestnet Asset Management
95
Envestnet Asset Management
Illinois
$17.8M +$1.83M +77,371 +12%
RRAM
96
River Road Asset Management
Kentucky
$17.5M -$3.28M -138,676 -16%
AIA
97
Avalon Investment & Advisory
Texas
$17.3M -$6.42K -271 -0%
DAC
98
Dividend Assets Capital
South Carolina
$16.9M -$561K -23,684 -3%
Commonwealth Equity Services
99
Commonwealth Equity Services
Massachusetts
$16.4M +$501K +21,151 +3%
MIM
100
Morningstar Investment Management
Illinois
$16.3M +$16M +674,439 New

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.