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Enterprise Products Partners
EPD

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: 1,045 → 1,110 (+65)

4% more funds holding in top 10

Funds holding in top 10: 49 → 51 (+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

Top Buyers

Rank Fund Capital Flow
1
Blackstone Inc
Blackstone Inc
New York
+$61.3M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$22.9M
3
Bank of America
Bank of America
North Carolina
+$21.8M
4
Morgan Stanley
Morgan Stanley
New York
+$20.9M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$20.6M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$203M
2
IG
ING Group
Netherlands
-$196M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$60M
4
BIC
Beach Investment Counsel
Pennsylvania
-$59.8M
5
AA
ALPS Advisors
Colorado
-$59.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
JMF
976
Johnson Midwest Financial
Iowa
$70K +$3.57K +159 +5%
RPCONE
977
Retirement Planning Company of New England
Rhode Island
$66K +$67.5K +3,010 New
CFFP
978
Center for Financial Planning
Michigan
$65K – – –
MFT
979
Moisand Fitzgerald Tamayo
Florida
$65K – – –
CAM
980
Costello Asset Management
Pennsylvania
$64K – – –
QC
981
Quent Capital
New York
$64K +$65.6K +2,924 New
NFSG
982
Newbridge Financial Services Group
Florida
$61K – – –
TIM
983
Tortoise Investment Management
New York
$60K -$179K -8,000 -75%
LWANC
984
Laurel Wealth Advisors (North Carolina)
North Carolina
$59K – – –
GLLW
985
Graves Light Lenhart Wealth
Virginia
$58K – – –
TC
986
Truvestments Capital
Florida
$55K -$16.5K -734 -23%
HCM
987
Horrell Capital Management
Arkansas
$55K – – –
QCG
988
Quadrant Capital Group
Ohio
$55K – – –
TRCT
989
Tower Research Capital (TRC)
New York
$55K +$39.3K +1,753 +229%
ETC
990
Exchange Traded Concepts
Oklahoma
$54K +$7.33K +327 +15%
CP
991
Castleview Partners
Texas
$53K +$26.1M +1,164,569 New
KFI
992
Key Financial Inc
Pennsylvania
$51K – – –
SPWG
993
Sage Private Wealth Group
Illinois
$51K – – –
WWM
994
Wolff Wiese Magana
California
$51K – – –
SC
995
Sierra Capital
Florida
$51K +$1.01K +45 +2%
IAG
996
Investmark Advisory Group
Connecticut
$50K +$51.2K +2,282 New
BBPWM
997
Blue Bell Private Wealth Management
Pennsylvania
$50K +$51.2K +2,283 New
SQA
998
Simon Quick Advisors
New Jersey
$48K +$4.49K +200 +10%
ACM
999
Antonetti Capital Management
Florida
$47K – – –
MTIC
1000
Missouri Trust & Investment Company
Missouri
$47K +$47.6K +2,122 New
38 39
40
41 42

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.