We are live on ! Find out more
EPD icon

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
CPWM
1026
Cypress Point Wealth Management
Texas
$21K +$20.7K +875 New
CFN
1027
Cordasco Financial Network
Florida
$20K -$2.49K -105 -11%
WIM
1028
Westside Investment Management
California
$19.4K
ST
1029
Smithfield Trust
Pennsylvania
$19K -$178K -7,520 -90%
FI
1030
FormulaFolio Investments
Michigan
$19K
PFA
1031
Professional Financial Advisors
Nebraska
$19K
FPB
1032
First PREMIER Bank
South Dakota
$19K +$18.3K +772 New
IP
1033
Isthmus Partners
Wisconsin
$19K +$18.9K +800 New
HI
1034
Hoey Investments
Pennsylvania
$18K
TFGT
1035
TS Financial Group (TSFG)
Illinois
$18K
CFO
1036
CVA Family Office
Colorado
$18K +$11.4K +482 +191%
CB
1037
CNB Bank
Pennsylvania
$16K
BDWM
1038
Brewin Dolphin Wealth Management
Ireland
$14.5K
BA
1039
Bellwether Advisors
Nebraska
$14K
HC
1040
Hoese & Co
Minnesota
$14K +$14.2K +600 New
CWM
1041
Cranbrook Wealth Management
Michigan
$13K
RIA
1042
RPG Investment Advisory
California
$13K
APC
1043
Aspire Private Capital
North Carolina
$12K -$11.7K -496 Closed
AWM
1044
Activest Wealth Management
Florida
$12K
TFM
1045
TFC Financial Management
Massachusetts
$12K +$2.63K +111 +28%
VRM
1046
Vectors Research Management
New York
$11K -$3.31K -140 -24%
CI
1047
CX Institutional
Indiana
$11K
GFPC
1048
Global Financial Private Client
Florida
$10.1K
LB
1049
Legacy Bridge
Iowa
$10K
MAM
1050
Meeder Asset Management
Ohio
$10K

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.