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Enterprise Products Partners

1,143 hedge funds and large institutions have $14.3B invested in Enterprise Products Partners in 2022 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 433 increasing their positions, 319 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more call options, than puts

Call options by funds: $333M | Put options by funds: $161M

36% more repeat investments, than reductions

Existing positions increased: 433 | Existing positions reduced: 319

11% more funds holding in top 10

Funds holding in top 10: 6370 (+7)

5% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 63

0.28% less ownership

Funds ownership: 27.19%26.92% (-0.28%)

1% less funds holding

Funds holding: 1,1541,143 (-11)

6% less capital invested

Capital invested by funds: $15.3B → $14.3B (-$985M)

Holders
1,143
Holders Change
-11
Holders Change %
-0.95%
% of All Funds
19.26%
Holding in Top 10
70
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+11.11%
% of All Funds
1.18%
New
66
Increased
433
Reduced
319
Closed
63
Calls
$333M
Puts
$161M
Net Calls
+$172M
Net Calls Change
+$35.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CW
176
Connectus Wealth
Ohio
$5.99M +$6.47M +245,795 New
NA
177
NewEdge Advisors
Louisiana
$5.92M +$1.88M +71,642 +42%
IF
178
Insight Folios
North Carolina
$5.9M +$402K +15,286 +7%
BIM
179
Bridgecreek Investment Management
Oklahoma
$5.69M -$26.3K -1,000 -0.4%
BFS
180
Bradley Foster & Sargent
Connecticut
$5.63M -$26.9K -1,022 -0.4%
Cerity Partners
181
Cerity Partners
New York
$5.61M +$1.77M +67,446 +41%
SWM
182
Segment Wealth Management
Texas
$5.61M -$25.5K -971 -0.4%
CCM
183
Chilton Capital Management
Texas
$5.59M -$7.89K -300 -0.1%
LIM
184
Loudon Investment Management
New Hampshire
$5.58M +$29.5K +1,122 +0.5%
AIA
185
Avalon Investment & Advisory
Texas
$5.58M -$131K -4,990 -2%
HJGA
186
Hardman Johnston Global Advisors
Connecticut
$5.53M -$21K -800 -0.4%
SSWM
187
Sheets Smith Wealth Management
North Carolina
$5.48M -$252K -9,593 -4%
Macquarie Group
188
Macquarie Group
Australia
$5.47M +$5.26M +199,857 +80%
GHAM
189
Gilman Hill Asset Management
Connecticut
$5.46M +$263K +10,004 +5%
RIL
190
Rothschild Investment LLC
Illinois
$5.44M -$63.1K -2,400 -1%
Cetera Investment Advisers
191
Cetera Investment Advisers
Illinois
$5.43M +$730K +27,761 +14%
GIM
192
Greenwich Investment Management
Connecticut
$5.43M +$678K +25,770 +13%
AAA
193
Adams Asset Advisors
Texas
$5.39M +$220K +8,355 +4%
TBA
194
Tower Bridge Advisors
Pennsylvania
$5.35M
LBA
195
Lowell Blake & Associates
Massachusetts
$5.31M +$861K +32,728 +18%
PA
196
Pinnacle Associates
New York
$5.25M +$248K +9,434 +5%
BPA
197
Beacon Pointe Advisors
California
$5.16M +$24.5K +931 +0.4%
RCP
198
Rothschild Capital Partners
New York
$5.16M
HBWM
199
Hollow Brook Wealth Management
New York
$5.14M -$911K -34,642 -14%
AA
200
Ancora Advisors
Ohio
$5.14M -$63.5K -2,412 -1%

EPD Hedge Fund Activity: Q2 2022 in Review

1,143 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Enterprise Products Partners (EPD) for Q2 2022, worth a combined $14.3B — down 6.5% from $15.3B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new EPD positions and 63 closed out — a net gain of 3 holders — while 433 added to existing stakes and 319 trimmed.

The largest buyer was ING Group, adding an estimated $47.8M. The largest seller was Mitsubishi UFJ Trust & Banking, exiting entirely with an estimated $131M sold.

  • 1,143 institutional investors held Enterprise Products Partners (EPD) as of Q2 2022, down from 1,154 in Q1 2022.
  • Funds reported $14.3B of Enterprise Products Partners stock for Q2 2022, down 6.5% quarter-over-quarter.
  • 66 funds opened new Enterprise Products Partners positions in Q2 2022 and 63 closed out, a net change of +3 holders.
  • The largest Enterprise Products Partners buyer in Q2 2022 was ING Group, an estimated $47.8M added.
  • The largest Enterprise Products Partners seller in Q2 2022 was Mitsubishi UFJ Trust & Banking, an estimated $131M sold.

Based on aggregated 13F filings for Q2 2022.