Enterprise Products Partners
EPD
1,045 hedge funds and large institutions have $12.7B invested in Enterprise Products Partners in 2021 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 411 increasing their positions, 312 reducing their positions, and 74 closing their positions.
50% more call options, than puts
Call options by funds: $227M | Put options by funds: $152M
32% more repeat investments, than reductions
Existing positions increased: 411 | Existing positions reduced: 312
1.51% less ownership
Funds ownership: 28.39% → 26.88% (-1.5%)
2% less funds holding
Funds holding: 1,070 → 1,045 (-25)
9% less funds holding in top 10
Funds holding in top 10: 54 → 49 (-5)
11% less first-time investments, than exits
New positions opened: 66 | Existing positions closed: 74
15% less capital invested
Capital invested by funds: $15B → $12.7B (-$2.23B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$60M |
| 2 |
WRBC
W.R. Berkley Corp
Greenwich,
Connecticut
|
+$52.2M |
| 3 |
FCM
Fairholme Capital Management
South Miami,
Florida
|
+$34.5M |
| 4 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
+$28.8M |
| 5 |
Morgan Stanley
New York
|
+$28.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$137M |
| 2 |
Goldman Sachs
New York
|
-$118M |
| 3 |
Blackstone Inc
New York
|
-$108M |
| 4 |
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System
Harrisburg,
Pennsylvania
|
-$71.4M |
| 5 |
N
Natixis
Paris,
France
|
-$71M |
EPD Hedge Fund Activity: Q3 2021 in Review
1,045 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Enterprise Products Partners (EPD) for Q3 2021, worth a combined $12.7B — down 15% from $15B a quarter earlier.
Sellers outnumbered buyers: 74 funds closed out of EPD and 66 opened new positions — a net loss of 8 holders — while 312 trimmed existing stakes and 411 added.
The largest buyer was Fidelity Investments, adding an estimated $60M. The largest seller was Bank of America, cutting an estimated $137M.
- 1,045 institutional investors held Enterprise Products Partners (EPD) as of Q3 2021, down from 1,070 in Q2 2021.
- Funds reported $12.7B of Enterprise Products Partners stock for Q3 2021, down 15% quarter-over-quarter.
- 66 funds opened new Enterprise Products Partners positions in Q3 2021 and 74 closed out, a net change of -8 holders.
- The largest Enterprise Products Partners buyer in Q3 2021 was Fidelity Investments, an estimated $60M added.
- The largest Enterprise Products Partners seller in Q3 2021 was Bank of America, an estimated $137M sold.
Based on aggregated 13F filings for Q3 2021.