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Enterprise Products Partners

1,143 hedge funds and large institutions have $14.3B invested in Enterprise Products Partners in 2022 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 433 increasing their positions, 319 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more call options, than puts

Call options by funds: $333M | Put options by funds: $161M

36% more repeat investments, than reductions

Existing positions increased: 433 | Existing positions reduced: 319

11% more funds holding in top 10

Funds holding in top 10: 6370 (+7)

5% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 63

0.28% less ownership

Funds ownership: 27.19%26.92% (-0.28%)

1% less funds holding

Funds holding: 1,1541,143 (-11)

6% less capital invested

Capital invested by funds: $15.3B → $14.3B (-$985M)

Holders
1,143
Holders Change
-11
Holders Change %
-0.95%
% of All Funds
19.26%
Holding in Top 10
70
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+11.11%
% of All Funds
1.18%
New
66
Increased
433
Reduced
319
Closed
63
Calls
$333M
Puts
$161M
Net Calls
+$172M
Net Calls Change
+$35.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BWA
1001
BDO Wealth Advisors
Florida
$79K
AA
1002
AlphaMark Advisors
Kentucky
$78K
LJHT
1003
Laurie J. Hall Trustee
$78K
TSW
1004
Thompson Siegel & Walmsley
Virginia
$78K
HDIM
1005
Hanson & Doremus Investment Management
Vermont
$77K +$30.2K +1,149 +57%
OSNBOA
1006
Old Second National Bank of Aurora
Illinois
$74K
MFT
1007
Moisand Fitzgerald Tamayo
Florida
$73K
RG
1008
Retirement Group
California
$73K +$7.89K +300 +11%
CFFP
1009
Center for Financial Planning
Michigan
$72K
QCG
1010
Quadrant Capital Group
Ohio
$72K +$12.3K +468 +19%
QC
1011
Quent Capital
New York
$69K -$2.1K -80 -3%
TCOV
1012
Trust Company of Vermont
Vermont
$68K +$73.8K +2,807 New
TIM
1013
Tortoise Investment Management
New York
$66K
LWANC
1014
Laurel Wealth Advisors (North Carolina)
North Carolina
$65K
CWM
1015
Castle Wealth Management
Florida
$65K +$69.8K +2,654 New
GLLW
1016
Graves Light Lenhart Wealth
Virginia
$64K
FCA
1017
FinTrust Capital Advisors
South Carolina
$64K +$28K +1,063 +74%
CWA
1018
Clearview Wealth Advisors
Oregon
$62K -$30.3K -1,150 -31%
JMF
1019
Johnson Midwest Financial
Iowa
$62K -$18.2K -692 -21%
NIC
1020
Northwest Investment Counselors
Oregon
$62K +$57.9K +2,200 +677%
HCM
1021
Horrell Capital Management
Arkansas
$61K
VWM
1022
Valley Wealth Managers
New Jersey
$60K +$65.1K +2,475 New
CHC
1023
City Holding Co
West Virginia
$59K -$125K -4,735 -66%
SC
1024
Sierra Capital
Florida
$59K +$1.1K +42 +2%
SPWG
1025
Sage Private Wealth Group
Illinois
$58K

EPD Hedge Fund Activity: Q2 2022 in Review

1,143 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Enterprise Products Partners (EPD) for Q2 2022, worth a combined $14.3B — down 6.5% from $15.3B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new EPD positions and 63 closed out — a net gain of 3 holders — while 433 added to existing stakes and 319 trimmed.

The largest buyer was ING Group, adding an estimated $47.8M. The largest seller was Mitsubishi UFJ Trust & Banking, exiting entirely with an estimated $131M sold.

  • 1,143 institutional investors held Enterprise Products Partners (EPD) as of Q2 2022, down from 1,154 in Q1 2022.
  • Funds reported $14.3B of Enterprise Products Partners stock for Q2 2022, down 6.5% quarter-over-quarter.
  • 66 funds opened new Enterprise Products Partners positions in Q2 2022 and 63 closed out, a net change of +3 holders.
  • The largest Enterprise Products Partners buyer in Q2 2022 was ING Group, an estimated $47.8M added.
  • The largest Enterprise Products Partners seller in Q2 2022 was Mitsubishi UFJ Trust & Banking, an estimated $131M sold.

Based on aggregated 13F filings for Q2 2022.