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Enterprise Products Partners
EPD

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: 1,143 → 1,129 (-14)

3% less funds holding in top 10

Funds holding in top 10: 70 → 68 (-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

Top Buyers

Rank Fund Capital Flow
1
Truist Financial
Truist Financial
North Carolina
+$39.3M
2
SCP
SailingStone Capital Partners
Texas
+$35.9M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$25.1M
4
UBS Group
UBS Group
Switzerland
+$23.2M
5
EIP
Energy Income Partners
Connecticut
+$22.5M

Top Sellers

Rank Fund Capital Flow
1
Blackstone Inc
Blackstone Inc
New York
-$239M
2
IG
ING Group
Netherlands
-$58.3M
3
JP Morgan Chase
JP Morgan Chase
New York
-$39.2M
4
American Century Companies
American Century Companies
Missouri
-$27.4M
5
Citigroup
Citigroup
New York
-$24.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
1051
Copeland Capital Management
Pennsylvania
$37K – – –
SAM
1052
Strategic Asset Management
Minnesota
$37K – – –
FCB
1053
First Command Bank
Texas
$37K +$8.72K +338 +28%
FCFS
1054
First Command Financial Services
Texas
$37K +$8.72K +338 +28%
TCCM
1055
Timber Creek Capital Management
Massachusetts
$35K – – –
TF
1056
TimeScale Financial
Massachusetts
$35K +$671 +26 +2%
PAI
1057
Pittenger & Anderson Inc
Nebraska
$34K – – –
PWC
1058
PYA Waltman Capital
Tennessee
$33K – – –
BAM
1059
Bellevue Asset Management
Washington
$33K +$181 +7 +0.5%
ME
1060
McIlrath & Eck
Washington
$33K +$16.7K +649 +86%
AWM
1061
Ameliora Wealth Management
Switzerland
$32K +$33.5K +1,300 New
CB
1062
Community Bank
New York
$31K -$52 -2 -0.2%
JFA
1063
JNBA Financial Advisors
Minnesota
$31K – – –
BCA
1064
Bray Capital Advisors
Florida
$31K +$25.8K +1,000 +333%
CFD
1065
Creative Financial Designs
Indiana
$30K – – –
SCA
1066
Stonebridge Capital Advisors
Minnesota
$29K – – –
WWMSC
1067
Wagner Wealth Management (South Carolina)
South Carolina
$27K -$10.9K -422 -27%
BBPWM
1068
Blue Bell Private Wealth Management
Pennsylvania
$25K – – –
DI
1069
Disciplined Investments
Oklahoma
$25K – – –
FPFS
1070
First Personal Financial Services
North Carolina
$25K – – –
Kayne Anderson Rudnick Investment Management
1071
Kayne Anderson Rudnick Investment Management
California
$25K – – –
PCFFS
1072
Pacific Center for Financial Services
California
$25K – – –
ZIG
1073
Zullo Investment Group
Pennsylvania
$25K +$439 +17 +2%
Credit Agricole
1074
Credit Agricole
France
$24K – – –
MSFP
1075
Mark Sheptoff Financial Planning
Connecticut
$24K – – –
41 42
43
44 45

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.