We are live on ! Find out more
EPD icon

Enterprise Products Partners
EPD

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: 1,045 → 1,110 (+65)

4% more funds holding in top 10

Funds holding in top 10: 49 → 51 (+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

Top Buyers

Rank Fund Capital Flow
1
Blackstone Inc
Blackstone Inc
New York
+$61.3M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$22.9M
3
Bank of America
Bank of America
North Carolina
+$21.8M
4
Morgan Stanley
Morgan Stanley
New York
+$20.9M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$20.6M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$203M
2
IG
ING Group
Netherlands
-$196M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$60M
4
BIC
Beach Investment Counsel
Pennsylvania
-$59.8M
5
AA
ALPS Advisors
Colorado
-$59.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
1051
Professional Financial Advisors
Nebraska
$17K – – –
HI
1052
Hoey Investments
Pennsylvania
$16K – – –
AAP
1053
Arax Advisory Partners
Colorado
$16K +$112 +5 +0.7%
CFO
1054
CVA Family Office
Colorado
$16K +$11.3K +503 +208%
CB
1055
CNB Bank
Pennsylvania
$15K – – –
KA
1056
Kozak & Associates
Colorado
$15K +$3.7K +165 +38%
MSFP
1057
Mark Sheptoff Financial Planning
Connecticut
$14K +$13.9K +620 New
BDWM
1058
Brewin Dolphin Wealth Management
Ireland
$13K – – –
HC
1059
Hoese & Co
Minnesota
$13K – – –
IBOK
1060
Independence Bank of Kentucky
Kentucky
$13K – – –
MAM
1061
Meeder Asset Management
Ohio
$13K +$4.49K +200 +50%
BA
1062
Bivin & Associates
Oklahoma
$13K +$13.5K +600 New
RMC
1063
Resources Management Corp
Connecticut
$12K -$11.2K -500 -48%
SJIM
1064
St. Johns Investment Management
Florida
$12K – – –
WFS
1065
Widmann Financial Services
Maryland
$12K +$12.5K +558 New
APC
1066
Aspire Private Capital
North Carolina
$11K – – –
PCG
1067
Private Capital Group
Connecticut
$11K – – –
TFM
1068
TFC Financial Management
Massachusetts
$11K – – –
CWC
1069
Carolinas Wealth Consulting
North Carolina
$11K +$202 +9 +2%
HNWAG
1070
High Net Worth Advisory Group
Florida
$11K +$11.2K +500 New
PPWM
1071
PFG Private Wealth Management
Florida
$10K – – –
VRM
1072
Vectors Research Management
New York
$10K – – –
GFPC
1073
Global Financial Private Client
Florida
$9.09K – – –
SWM
1074
Selective Wealth Management
Virginia
$9K – – –
NF
1075
Norwood Financial
Pennsylvania
$9K +$8.84K +394 New
41 42
43
44 45

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.