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Enterprise Products Partners

1,129 hedge funds and large institutions have $13.8B invested in Enterprise Products Partners in 2022 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 478 increasing their positions, 277 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more call options, than puts

Call options by funds: $309M | Put options by funds: $152M

73% more repeat investments, than reductions

Existing positions increased: 478 | Existing positions reduced: 277

8% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 62

0.28% less ownership

Funds ownership: 26.92%26.64% (-0.28%)

3% less capital invested

Capital invested by funds: $14.3B → $13.8B (-$488M)

1% less funds holding

Funds holding: 1,1431,129 (-14)

3% less funds holding in top 10

Funds holding in top 10: 7068 (-2)

Holders
1,129
Holders Change
-14
Holders Change %
-1.22%
% of All Funds
19.45%
Holding in Top 10
68
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.86%
% of All Funds
1.17%
New
67
Increased
478
Reduced
277
Closed
62
Calls
$309M
Puts
$152M
Net Calls
+$157M
Net Calls Change
-$15.1M
Name Holding Trade Value Shares
Change
Change in
Stake
GIA
1001
GHP Investment Advisors
Colorado
$83K +$64.5K +2,500 +250%
ETC
1002
Exchange Traded Concepts
Oklahoma
$82K -$61.5K -2,383 -41%
RDIA
1003
RE Dickinson Investment Advisors
Iowa
$82K
BAM
1004
Byrne Asset Management
New Jersey
$78K
EIM
1005
Essex Investment Management
Massachusetts
$78K
AFS
1006
Annapolis Financial Services
Maryland
$78K +$33.5K +1,300 +65%
BWA
1007
BDO Wealth Advisors
Florida
$77K -$645 -25 -0.8%
AA
1008
AlphaMark Advisors
Kentucky
$76K
LJHT
1009
Laurie J. Hall Trustee
$76K
TSW
1010
Thompson Siegel & Walmsley
Virginia
$76K
VCM
1011
Vigilant Capital Management
Maine
$76K +$20.6K +800 +33%
HDIM
1012
Hanson & Doremus Investment Management
Vermont
$75K
OSNBOA
1013
Old Second National Bank of Aurora
Illinois
$72K
QCG
1014
Quadrant Capital Group
Ohio
$72K +$1.37K +53 +2%
AAP
1015
Arax Advisory Partners
Colorado
$72K +$34.7K +1,345 +80%
CFFP
1016
Center for Financial Planning
Michigan
$71K
MFT
1017
Moisand Fitzgerald Tamayo
Florida
$71K
RG
1018
Retirement Group
California
$71K +$129 +5 +0.2%
HI
1019
Hudock Inc
Pennsylvania
$70K -$14.8K -574 -16%
TCOV
1020
Trust Company of Vermont
Vermont
$67K
TIM
1021
Tortoise Investment Management
New York
$65K
EC
1022
EdgeRock Capital
Colorado
$65K +$70.6K +2,735 New
FCA
1023
FinTrust Capital Advisors
South Carolina
$64K
LWANC
1024
Laurel Wealth Advisors (North Carolina)
North Carolina
$64K
CWA
1025
Clearview Wealth Advisors
Oregon
$61K +$413 +16 +0.6%

EPD Hedge Fund Activity: Q3 2022 in Review

1,129 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Enterprise Products Partners (EPD) for Q3 2022, worth a combined $13.8B — down 3.4% from $14.3B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new EPD positions and 62 closed out — a net gain of 5 holders — while 478 added to existing stakes and 277 trimmed.

The largest buyer was Truist Financial, adding an estimated $39.3M. The largest seller was Blackstone Inc, cutting an estimated $239M.

  • 1,129 institutional investors held Enterprise Products Partners (EPD) as of Q3 2022, down from 1,143 in Q2 2022.
  • Funds reported $13.8B of Enterprise Products Partners stock for Q3 2022, down 3.4% quarter-over-quarter.
  • 67 funds opened new Enterprise Products Partners positions in Q3 2022 and 62 closed out, a net change of +5 holders.
  • The largest Enterprise Products Partners buyer in Q3 2022 was Truist Financial, an estimated $39.3M added.
  • The largest Enterprise Products Partners seller in Q3 2022 was Blackstone Inc, an estimated $239M sold.

Based on aggregated 13F filings for Q3 2022.