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Enterprise Products Partners

1,154 hedge funds and large institutions have $15.3B invested in Enterprise Products Partners in 2022 Q1 according to their latest regulatory filings, with 134 funds opening new positions, 449 increasing their positions, 288 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 77

70% more call options, than puts

Call options by funds: $331M | Put options by funds: $195M

56% more repeat investments, than reductions

Existing positions increased: 449 | Existing positions reduced: 288

24% more funds holding in top 10

Funds holding in top 10: 5163 (+12)

17% more capital invested

Capital invested by funds: $13.1B → $15.3B (+$2.19B)

4% more funds holding

Funds holding: 1,1101,154 (+44)

0.17% less ownership

Funds ownership: 27.36%27.19% (-0.17%)

Holders
1,154
Holders Change
+44
Holders Change %
+3.96%
% of All Funds
18.2%
Holding in Top 10
63
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+23.53%
% of All Funds
0.99%
New
134
Increased
449
Reduced
288
Closed
77
Calls
$331M
Puts
$195M
Net Calls
+$137M
Net Calls Change
+$101M
Name Holding Trade Value Shares
Change
Change in
Stake
GWSG
976
GPS Wealth Strategies Group
Colorado
$162K -$9.18K -378 -6%
MWA
977
Miller Wealth Advisors
Colorado
$161K
PO
978
Private Ocean
California
$156K
HCM
979
Highlander Capital Management
New Jersey
$155K
COCM
980
Charter Oak Capital Management
New Hampshire
$154K +$10.4K +430 +8%
SC
981
Sawyer & Company
Massachusetts
$152K +$4.86K +200 +4%
GAM
982
Gemmer Asset Management
California
$148K +$49 +2 +0%
EWA
983
EverSource Wealth Advisors
Alabama
$147K
HCP
984
Hexagon Capital Partners
Arkansas
$144K +$98.9K +4,075 +270%
HWA
985
HHM Wealth Advisors
Tennessee
$141K +$25.5K +1,050 +24%
Koshinski Asset Management
986
Koshinski Asset Management
Illinois
$138K +$316 +13 +0.2%
AWM
987
Avondale Wealth Management
Texas
$137K
JFGIW
988
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$136K -$7.14K -294 -5%
IAS
989
IMA Advisory Services
Colorado
$133K +$2.33K +96 +2%
NFSG
990
Newbridge Financial Services Group
Florida
$132K +$57.7K +2,375 +86%
PGAM
991
Princeton Global Asset Management
New Jersey
$128K
TSWM
992
Tyler-Stone Wealth Management
Ohio
$128K
HH
993
HWG Holdings
Texas
$123K
GWS
994
Glassman Wealth Services
Virginia
$119K +$13.6K +560 +14%
ODG
995
O'Dell Group
Ohio
$116K +$4.18K +172 +4%
LWCFA
996
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$115K
SC
997
SouthState Corp
Florida
$114K -$38.8K -1,600 -27%
FMP
998
Financial Management Professionals
Texas
$111K +$4.05K +167 +4%
ACM
999
Antonetti Capital Management
Florida
$110K +$51K +2,100 +98%
BFC
1000
Bedel Financial Consulting
Indiana
$106K

EPD Hedge Fund Activity: Q1 2022 in Review

1,154 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Enterprise Products Partners (EPD) for Q1 2022, worth a combined $15.3B — up 17% from $13.1B a quarter earlier.

Buyers outnumbered sellers: 134 funds opened new EPD positions and 77 closed out — a net gain of 57 holders — while 449 added to existing stakes and 288 trimmed.

The largest buyer was American Century Companies, adding an estimated $135M. The largest seller was Blackstone Inc, cutting an estimated $134M.

  • 1,154 institutional investors held Enterprise Products Partners (EPD) as of Q1 2022, up from 1,110 in Q4 2021.
  • Funds reported $15.3B of Enterprise Products Partners stock for Q1 2022, up 17% quarter-over-quarter.
  • 134 funds opened new Enterprise Products Partners positions in Q1 2022 and 77 closed out, a net change of +57 holders.
  • The largest Enterprise Products Partners buyer in Q1 2022 was American Century Companies, an estimated $135M added.
  • The largest Enterprise Products Partners seller in Q1 2022 was Blackstone Inc, an estimated $134M sold.

Based on aggregated 13F filings for Q1 2022.