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Enterprise Products Partners

1,029 hedge funds and large institutions have $13.8B invested in Enterprise Products Partners in 2021 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 369 increasing their positions, 344 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 63

47% more call options, than puts

Call options by funds: $190M | Put options by funds: $130M

8% more capital invested

Capital invested by funds: $12.8B → $13.8B (+$1.04B)

2% more funds holding

Funds holding: 1,0051,029 (+24)

7% more repeat investments, than reductions

Existing positions increased: 369 | Existing positions reduced: 344

1.02% less ownership

Funds ownership: 29.75%28.74% (-1%)

9% less funds holding in top 10

Funds holding in top 10: 5651 (-5)

Holders
1,029
Holders Change
+24
Holders Change %
+2.39%
% of All Funds
18.07%
Holding in Top 10
51
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-8.93%
% of All Funds
0.9%
New
96
Increased
369
Reduced
344
Closed
63
Calls
$190M
Puts
$130M
Net Calls
+$60.5M
Net Calls Change
+$1.61M
Name Holding Trade Value Shares
Change
Change in
Stake
SMH
101
Sanders Morris Harris
Texas
$16.2M -$78.7K -3,580 -0.5%
JIC
102
JRM Investment Counsel
Nebraska
$16M +$1.24M +56,413 +8%
DAC
103
Dividend Assets Capital
South Carolina
$16M -$205K -9,314 -1%
AIA
104
Avalon Investment & Advisory
Texas
$15.8M -$249K -11,307 -2%
Rockefeller Capital Management
105
Rockefeller Capital Management
New York
$15.7M +$2.42M +109,894 +18%
Macquarie Group
106
Macquarie Group
Australia
$15.4M -$1.42M -64,584 -8%
M&T Bank
107
M&T Bank
New York
$15.3M -$756K -34,378 -5%
Envestnet Asset Management
108
Envestnet Asset Management
Illinois
$14.5M +$2.17M +98,704 +18%
Commonwealth Equity Services
109
Commonwealth Equity Services
Massachusetts
$14.5M -$1.35M -61,507 -9%
Allianz Asset Management
110
Allianz Asset Management
Germany
$14.3M +$4.78M +217,330 +50%
OC
111
Oppenheimer & Co
New York
$14.2M -$1.63M -74,209 -10%
CS
112
Credit Suisse
Switzerland
$14M +$5.6M +254,674 +67%
GS
113
Gagnon Securities
New York
$13.8M +$375K +17,070 +3%
Mariner
114
Mariner
Kansas
$13.6M -$579K -26,326 -4%
KSCM
115
Kamunting Street Capital Management
Florida
$13M -$7.27M -330,429 -36%
JAM
116
Jupiter Asset Management
United Kingdom
$12.9M -$4.94M -224,853 -28%
SOAMC
117
Spirit of America Management Corp
New York
$12.9M -$496K -22,577 -4%
SBH
118
Segall Bryant & Hamill
Illinois
$12.7M -$241K -10,967 -2%
HT
119
HighTower Trust
Texas
$12.1M -$85.6K -3,892 -0.7%
GT
120
Glenmede Trust
Pennsylvania
$11.7M -$2.21M -100,301 -16%
KPW
121
Kore Private Wealth
New York
$11.3M -$206K -9,349 -2%
William Blair & Company
122
William Blair & Company
Illinois
$11.1M -$1.58M -71,763 -12%
CLG
123
Cooperman Leon G
$11M
BNP Paribas Financial Markets
124
BNP Paribas Financial Markets
France
$10.9M -$2.2M -100,263 -17%
Janney Montgomery Scott
125
Janney Montgomery Scott
Pennsylvania
$10.7M +$117K +5,315 +1%

EPD Hedge Fund Activity: Q1 2021 in Review

1,029 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Enterprise Products Partners (EPD) for Q1 2021, worth a combined $13.8B — up 8.1% from $12.8B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new EPD positions and 63 closed out — a net gain of 33 holders — while 369 added to existing stakes and 344 trimmed.

The largest buyer was Bank of America, adding an estimated $110M. The largest seller was Blackstone Inc, cutting an estimated $183M.

  • 1,029 institutional investors held Enterprise Products Partners (EPD) as of Q1 2021, up from 1,005 in Q4 2020.
  • Funds reported $13.8B of Enterprise Products Partners stock for Q1 2021, up 8.1% quarter-over-quarter.
  • 96 funds opened new Enterprise Products Partners positions in Q1 2021 and 63 closed out, a net change of +33 holders.
  • The largest Enterprise Products Partners buyer in Q1 2021 was Bank of America, an estimated $110M added.
  • The largest Enterprise Products Partners seller in Q1 2021 was Blackstone Inc, an estimated $183M sold.

Based on aggregated 13F filings for Q1 2021.