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Enterprise Products Partners

1,129 hedge funds and large institutions have $13.8B invested in Enterprise Products Partners in 2022 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 478 increasing their positions, 277 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more call options, than puts

Call options by funds: $309M | Put options by funds: $152M

73% more repeat investments, than reductions

Existing positions increased: 478 | Existing positions reduced: 277

8% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 62

0.28% less ownership

Funds ownership: 26.92%26.64% (-0.28%)

3% less capital invested

Capital invested by funds: $14.3B → $13.8B (-$488M)

1% less funds holding

Funds holding: 1,1431,129 (-14)

3% less funds holding in top 10

Funds holding in top 10: 7068 (-2)

Holders
1,129
Holders Change
-14
Holders Change %
-1.22%
% of All Funds
19.45%
Holding in Top 10
68
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.86%
% of All Funds
1.17%
New
67
Increased
478
Reduced
277
Closed
62
Calls
$309M
Puts
$152M
Net Calls
+$157M
Net Calls Change
-$15.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Jennison Associates
76
Jennison Associates
New York
$25.9M +$3.76M +145,863 +15%
PTC
77
Petrus Trust Company
Texas
$25.1M
ECM
78
Evergreen Capital Management
Washington
$24.9M +$54.4K +2,108 +0.2%
Envestnet Asset Management
79
Envestnet Asset Management
Illinois
$23.6M +$313K +12,122 +1%
Osaic Holdings
80
Osaic Holdings
Arizona
$23.1M +$606K +23,501 +2%
HF
81
HRT Financial
New York
$21.8M +$19.2M +743,245 +433%
Commonwealth Equity Services
82
Commonwealth Equity Services
Massachusetts
$21.7M +$798K +30,934 +4%
SEI Investments
83
SEI Investments
Pennsylvania
$21.2M +$343K +13,297 +2%
Charles Schwab
84
Charles Schwab
California
$19.8M -$465K -18,014 -2%
PR
85
Payden & Rygel
California
$19.6M +$565K +21,900 +3%
Mariner
86
Mariner
Kansas
$18.8M +$1.63M +63,361 +9%
BRWA
87
B. Riley Wealth Advisors
Florida
$18.7M +$16.9M +654,003 +501%
PCA
88
Private Capital Advisors
Connecticut
$18.6M +$1.92M +74,595 +11%
GS
89
Gagnon Securities
New York
$18.5M -$236K -9,166 -1%
AL
90
Appaloosa LP
New Jersey
$18.5M
HM
91
Heronetta Management
New York
$18M +$74.8K +2,900 +0.4%
RIA
92
Recurrent Investment Advisors
Texas
$17.4M +$1.1M +42,746 +6%
CF
93
CNA Financial
Illinois
$17.2M +$3.22M +125,000 +21%
DAC
94
Dividend Assets Capital
South Carolina
$16.7M -$133K -5,163 -0.7%
UCFA
95
United Capital Financial Advisors
Texas
$16.4M +$273K +10,565 +2%
Creative Planning
96
Creative Planning
Kansas
$16.4M -$753K -29,170 -4%
Mercer Global Advisors
97
Mercer Global Advisors
Colorado
$16.4M +$473K +18,334 +3%
VL
98
Vorpal LLC
Tennessee
$15.9M
JMPWA
99
JP Morgan Private Wealth Advisors
California
$15.4M -$345K -13,359 -2%
M&T Bank
100
M&T Bank
New York
$15.3M +$45K +1,746 +0.3%

EPD Hedge Fund Activity: Q3 2022 in Review

1,129 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Enterprise Products Partners (EPD) for Q3 2022, worth a combined $13.8B — down 3.4% from $14.3B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new EPD positions and 62 closed out — a net gain of 5 holders — while 478 added to existing stakes and 277 trimmed.

The largest buyer was Truist Financial, adding an estimated $39.3M. The largest seller was Blackstone Inc, cutting an estimated $239M.

  • 1,129 institutional investors held Enterprise Products Partners (EPD) as of Q3 2022, down from 1,143 in Q2 2022.
  • Funds reported $13.8B of Enterprise Products Partners stock for Q3 2022, down 3.4% quarter-over-quarter.
  • 67 funds opened new Enterprise Products Partners positions in Q3 2022 and 62 closed out, a net change of +5 holders.
  • The largest Enterprise Products Partners buyer in Q3 2022 was Truist Financial, an estimated $39.3M added.
  • The largest Enterprise Products Partners seller in Q3 2022 was Blackstone Inc, an estimated $239M sold.

Based on aggregated 13F filings for Q3 2022.