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Enterprise Products Partners

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: 1,0451,110 (+65)

4% more funds holding in top 10

Funds holding in top 10: 4951 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
MA
1151
MCF Advisors
Kentucky
-$232K -10,725 Closed
FMWA
1152
Forvis Mazars Wealth Advisors
Missouri
-$226K -10,447 Closed
JIP
1153
Jaffetilchin Investment Partners
Florida
-$211K -9,752 Closed
FNBT
1154
FineMark National Bank & Trust
Florida
-$208K -9,609 Closed
CWM
1155
Cornerstone Wealth Management
Missouri
-$203K -9,397 Closed
CFO
1156
Collective Family Office
Pennsylvania
-$201K -9,300 Closed
BC
1157
Bartlett & Co
Ohio
-$198K -9,139 Closed
BCWM
1158
Bartlett & Co Wealth Management
Ohio
-$198K -9,139 Closed
PWA
1159
Phoenix Wealth Advisors
North Carolina
-$134K -6,215 Closed
WLPWM
1160
Walled Lake Planning & Wealth Management
Illinois
-$126K -5,800 Closed
KBC Group
1161
KBC Group
Belgium
-$56K -2,600 Closed
RE
1162
RBC Europe
United Kingdom
-$50.5K -2,334 Closed
WB
1163
Webster Bank
Connecticut
-$43K -2,000 Closed
SFP
1164
Sterling Financial Planning
New Jersey
-$40K -1,850 Closed
AWA
1165
Arkadios Wealth Advisors
Georgia
-$39K -1,839 Closed
HA
1166
Herold Advisors
New York
-$28K -1,300 Closed
ZB
1167
Zions Bancorporation
Utah
-$28K -1,277 Closed
OSAM
1168
O'Shaughnessy Asset Management
Connecticut
-$22K -1,000 Closed
CPWM
1169
Cypress Point Wealth Management
Texas
-$19K -875 Closed
SBL
1170
Sargent Bickham Lagudis
Colorado
-$19K -875 Closed
HDIM
1171
Hanson & Doremus Investment Management
Vermont
-$19K -866 Closed
GWMIA
1172
Global Wealth Management Investment Advisory
Florida
-$17K -800 Closed
LWM
1173
Liberty Wealth Management
California
-$14K -632 Closed
RIA
1174
RPG Investment Advisory
California
-$12K -550 Closed
CI
1175
CX Institutional
Indiana
-$10K -475 Closed

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.