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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
SWM
1101
Selective Wealth Management
Virginia
$10K – – –
TF
1102
Tompkins Financial
New York
$10K – – –
DWP
1103
Destiny Wealth Partners
Florida
$10K +$10.3K +400 New
M1FG
1104
Mach-1 Financial Group
Arkansas
$9K – – –
MWM
1105
Mascoma Wealth Management
New Hampshire
$9K – – –
NF
1106
Norwood Financial
Pennsylvania
$9K – – –
MIM
1107
Macroview Investment Management
Maryland
$9K +$9.93K +385 New
TH
1108
TCTC Holdings
Texas
$8K – – –
AWM
1109
Abound Wealth Management
Tennessee
$7.82K +$8.49K +329 New
GEA
1110
Glen Eagle Advisors
New Jersey
$7.62K +$903 +35 +12%
SJIM
1111
St. Johns Investment Management
Florida
$7K – – –
FCG
1112
Financial Connections Group
California
$7K +$155 +6 +2%
BCMLT
1113
Beacon Capital Management LLC (Tennessee)
Tennessee
$5K -$7.64K -296 -56%
AA
1114
Addison Advisors
Vermont
$5K – – –
SMG
1115
Spectrum Management Group
Indiana
$5K – – –
SWM
1116
Sugarloaf Wealth Management
Georgia
$5K – – –
FHC
1117
First Heartland Consultants
Missouri
$4.82K +$87.9K +3,408 +2%
BIM
1118
Baldwin Investment Management
Pennsylvania
$4.79K -$50K -1,940 -1%
PP
1119
PFS Partners
New Jersey
$4.28K – – –
CM
1120
Cornerstone Management
Georgia
$4.08K – – –
MW
1121
Milestone Wealth
New York
$4K – – –
MOS
1122
MGO One Seven
Ohio
$2.33K +$463K +17,963 +105%
IRAG
1123
Investment Research & Advisory Group
Georgia
$2K – – –
C
1124
Covestor
United Kingdom
$2K +$206 +8 +9%
DWA
1125
Delos Wealth Advisors
Texas
$1K +$26 +1 +5%
43 44
45
46 47

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.