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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
HR
1001
Howe & Rusling
New York
$46K
WTA
1002
Washington Trust Advisors
Massachusetts
$46K +$47.1K +2,100 New
AssetMark Inc
1003
AssetMark Inc
California
$46K +$47.2K +2,105 New
EW
1004
Evoke Wealth
California
$44K
GCM
1005
Gables Capital Management
Florida
$44K
AFS
1006
Annapolis Financial Services
Maryland
$44K +$44.9K +2,000 New
MAM
1007
Mystic Asset Management
Rhode Island
$43K +$44.9K +2,000 New
SSB
1008
Sandy Spring Bank
Maryland
$42K -$568K -25,313 -93%
TFGT
1009
TS Financial Group (TSFG)
Illinois
$39K
SCA
1010
Sandy Cove Advisors
Massachusetts
$38K +$38.8K +1,732 New
FFC
1011
First Financial Corp
Indiana
$37K
GG
1012
Gleason Group
Kentucky
$36K +$695 +31 +2%
GGI
1013
Godsey & Gibb Inc
Virginia
$36K +$37K +1,650 New
CCM
1014
Copeland Capital Management
Pennsylvania
$35K
SAM
1015
Strategic Asset Management
Minnesota
$35K
GI
1016
Gradient Investments
Minnesota
$35K +$2.44K +109 +7%
AIL
1017
AGF Investments LLC
Ontario, Canada
$35K +$3.16K +141 +10%
HCP
1018
Hexagon Capital Partners
Arkansas
$33K
TWP
1019
TFO Wealth Partners
Ohio
$32K -$29.2K -1,304 -47%
WWMSC
1020
Wagner Wealth Management (South Carolina)
South Carolina
$32K -$22.4K -1,000 -41%
TCCM
1021
Timber Creek Capital Management
Massachusetts
$32K
HWM
1022
Holloway Wealth Management
Florida
$31K
TF
1023
TimeScale Financial
Massachusetts
$31K +$606 +27 +2%
AWM
1024
Activest Wealth Management
Florida
$31K +$20.1K +895 +179%
PWC
1025
PYA Waltman Capital
Tennessee
$31K +$31.3K +1,394 New

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.