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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
PWC
1051
PYA Waltman Capital
Tennessee
$34K
BAM
1052
Bellevue Asset Management
Washington
$33K +$132 +5 +0.4%
JFA
1053
JNBA Financial Advisors
Minnesota
$32K
CB
1054
Community Bank
New York
$32K +$5.26K +200 +18%
CFD
1055
Creative Financial Designs
Indiana
$31K
HFA
1056
HC Financial Advisors
California
$30K
FCB
1057
First Command Bank
Texas
$29K
FCFS
1058
First Command Financial Services
Texas
$29K
SCA
1059
Stonebridge Capital Advisors
Minnesota
$29K
FBC
1060
Fairfield, Bush & Co
Connecticut
$29K +$31.3K +1,190 New
KTC
1061
Kistler-Tiffany Companies
Pennsylvania
$28K
FPFS
1062
First Personal Financial Services
North Carolina
$26K
Kayne Anderson Rudnick Investment Management
1063
Kayne Anderson Rudnick Investment Management
California
$26K
PCFFS
1064
Pacific Center for Financial Services
California
$26K
BBPWM
1065
Blue Bell Private Wealth Management
Pennsylvania
$25K -$21K -800 -44%
DI
1066
Disciplined Investments
Oklahoma
$25K
MSFP
1067
Mark Sheptoff Financial Planning
Connecticut
$25K
ZIG
1068
Zullo Investment Group
Pennsylvania
$25K +$474 +18 +2%
SBL
1069
Sargent Bickham Lagudis
Colorado
$25K +$26.6K +1,010 New
CT
1070
Caldwell Trust
Florida
$24.4K
KLWA
1071
Kelly Lawrence W & Associates
California
$24K -$3.29K -125 -11%
Credit Agricole
1072
Credit Agricole
France
$24K
GIA
1073
GHP Investment Advisors
Colorado
$24K +$26.3K +1,000 New
MCM
1074
McMillion Capital Management
North Carolina
$24K +$26.3K +1,000 New
IWP
1075
IAG Wealth Partners
Wisconsin
$23K +$973 +37 +4%

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.