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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
PTC
76
Petrus Trust Company
Texas
$24.8M
ECM
77
Evergreen Capital Management
Washington
$24.6M -$484K -21,586 -2%
N
78
Nuveen
North Carolina
$24.4M -$16.9M -754,457 -40%
TC
79
Tetrad Corporation
Nebraska
$24.2M
Rockefeller Capital Management
80
Rockefeller Capital Management
New York
$23M +$2.13M +94,974 +10%
Cohen & Steers
81
Cohen & Steers
New York
$22.7M -$843K -37,587 -4%
Jennison Associates
82
Jennison Associates
New York
$21.2M -$711K -31,688 -3%
KSCM
83
Kamunting Street Capital Management
Florida
$20.3M -$9.25M -412,455 -31%
Bank of Montreal
84
Bank of Montreal
Ontario, Canada
$19.7M -$22M -981,440 -52%
Envestnet Asset Management
85
Envestnet Asset Management
Illinois
$19.5M +$2.86M +127,516 +17%
Charles Schwab
86
Charles Schwab
California
$19.2M -$5.43K -242 -0%
Osaic Holdings
87
Osaic Holdings
Arizona
$18.5M -$572K -25,520 -3%
UCFA
88
United Capital Financial Advisors
Texas
$17M -$45.2K -2,017 -0.3%
JIC
89
JRM Investment Counsel
Nebraska
$16.8M +$128K +5,699 +0.7%
HM
90
Heronetta Management
New York
$16.8M -$348K -15,500 -2%
Mariner
91
Mariner
Kansas
$16.4M +$329K +14,687 +2%
HAM
92
Harber Asset Management
North Carolina
$16.3M +$4.18M +186,154 +33%
Barclays
93
Barclays
United Kingdom
$16M -$3.72M -165,909 -19%
Commonwealth Equity Services
94
Commonwealth Equity Services
Massachusetts
$15.9M +$364K +16,241 +2%
Macquarie Group
95
Macquarie Group
Australia
$15.5M -$29.6M -1,319,046 -65%
DAC
96
Dividend Assets Capital
South Carolina
$15.4M -$175K -7,805 -1%
Creative Planning
97
Creative Planning
Kansas
$15.1M -$1.39M -61,894 -8%
OC
98
Oppenheimer & Co
New York
$14.7M +$425K +18,930 +3%
VL
99
Vorpal LLC
Tennessee
$14.7M +$1.12M +50,000 +8%
MIM
100
Marco Investment Management
Georgia
$14.2M +$1.55M +68,980 +12%

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.