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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
NAM
1101
NorthCoast Asset Management
Connecticut
-$305K -13,834 Closed
WC
1102
Weil Company
California
-$288K -13,080 Closed
SNBOSCI
1103
Security National Bank of Sioux City Iowa
Iowa
-$260K -11,814 Closed
22CM
1104
20/20 Capital Management
California
-$253K -11,469 Closed
JF
1105
Jump Financial
Illinois
-$226K -10,266 Closed
SAF
1106
Smith Anglin Financial
Texas
-$222K -10,094 Closed
SL
1107
Summitry LLC
California
-$201K -9,110 Closed
NIM
1108
NuWave Investment Management
New Jersey
-$179K -8,150 Closed
CAC
1109
Certified Advisory Corp
Florida
-$128K -5,793 Closed
MF
1110
Manchester Financial
California
-$112K -5,065 Closed
LAIC
1111
Lederer & Associates Investment Counsel
California
-$68.3K -3,100 Closed
DOA
1112
D'Orazio & Associates
Virginia
-$59K -2,666 Closed
RWM
1113
RBA Wealth Management
California
-$45.1K -2,049 Closed
APWM
1114
Atlas Private Wealth Management
New York
-$29K -1,325 Closed
SWM
1115
Selective Wealth Management
Virginia
-$29K -1,300 Closed
MWP
1116
Meridian Wealth Partners
Pennsylvania
-$24K -1,094 Closed
CMA
1117
Cedar Mountain Advisors
Oregon
-$22K -1,000 Closed
JWBC
1118
John W. Brooker & Co
California
-$15K -700 Closed
SWP
1119
ShoreHaven Wealth Partners
New Jersey
-$11K -510 Closed
AJ
1120
Ashburton (Jersey)
Jersey
-$6K -290 Closed
RWB
1121
RMR Wealth Builders
New Jersey
-$4K -200 Closed
FCAS
1122
First Command Advisory Services
Texas
+$2.96K +125 New

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.