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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
GI
1001
Gradient Investments
Minnesota
$35K +$308 +13 +0.9%
HWM
1002
Holloway Wealth Management
Florida
$34K
TF
1003
TimeScale Financial
Massachusetts
$33K +$615 +26 +2%
JFA
1004
JNBA Financial Advisors
Minnesota
$32K -$23.2K -979 -43%
KTC
1005
Kistler-Tiffany Companies
Pennsylvania
$32K
EBSAM
1006
Eubel Brady & Suttman Asset Management
Ohio
$32K +$34.2K +1,445 New
BAM
1007
Bellevue Asset Management
Washington
$31K +$118 +5 +0.4%
FWM
1008
FFT Wealth Management
Pennsylvania
$30K +$29.5K +1,248 New
FMTCOCP
1009
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$29K +$28.4K +1,200 New
FCB
1010
First Command Bank
Texas
$27K +$12K +507 +85%
FCFS
1011
First Command Financial Services
Texas
$27K +$12K +507 +85%
CB
1012
Community Bank
New York
$26K
Kayne Anderson Rudnick Investment Management
1013
Kayne Anderson Rudnick Investment Management
California
$25K
PCFFS
1014
Pacific Center for Financial Services
California
$25K
SJIM
1015
St. Johns Investment Management
Florida
$25K
DI
1016
Disciplined Investments
Oklahoma
$25K +$24.6K +1,038 New
GWMIA
1017
Global Wealth Management Investment Advisory
Florida
$24K
HR
1018
Howe & Rusling
New York
$24K
KLWA
1019
Kelly Lawrence W & Associates
California
$24K
RIM
1020
Rockbridge Investment Management
New York
$24K +$450 +19 +2%
CWC
1021
Carolinas Wealth Consulting
North Carolina
$23K -$109K -4,591 -83%
RMC
1022
Resources Management Corp
Connecticut
$23K +$12.9K +545 +134%
IWP
1023
IAG Wealth Partners
Wisconsin
$22K -$19.1K -805 -47%
SBL
1024
Sargent Bickham Lagudis
Colorado
$21K
TC
1025
Trust Company
Kansas
$21K +$9.94K +420 +93%

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.