We are live on ! Find out more
EPD icon

Enterprise Products Partners

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: 1,1431,129 (-14)

3% less funds holding in top 10

Funds holding in top 10: 7068 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
DDPIC
176
Deroy & Devereaux Private Investment Counsel
Michigan
$6.27M +$233K +9,030 +4%
UFG
177
United Fire Group
Iowa
$6.18M
Cerity Partners
178
Cerity Partners
New York
$6.13M +$718K +27,831 +12%
NA
179
NewEdge Advisors
Louisiana
$6.07M +$316K +12,252 +5%
BWP
180
Baldwin Wealth Partners
Massachusetts
$6.02M -$192K -7,452 -3%
OF
181
Outfitter Financial
Maine
$6M
SVWAG
182
Sound View Wealth Advisors Group
Georgia
$5.96M
IF
183
Insight Folios
North Carolina
$5.95M +$206K +7,981 +3%
AFG
184
American Financial Group
Ohio
$5.89M +$12.9K +500 +0.2%
HBWM
185
Hollow Brook Wealth Management
New York
$5.85M +$909K +35,233 +17%
SWM
186
Segment Wealth Management
Texas
$5.75M +$303K +11,753 +5%
LBA
187
Lowell Blake & Associates
Massachusetts
$5.58M +$436K +16,883 +8%
SSWM
188
Sheets Smith Wealth Management
North Carolina
$5.57M +$248K +9,607 +4%
BIM
189
Bridgecreek Investment Management
Oklahoma
$5.55M -$1.29K -50 -0%
CCM
190
Chilton Capital Management
Texas
$5.52M +$66.8K +2,589 +1%
BFS
191
Bradley Foster & Sargent
Connecticut
$5.49M -$4.85K -188 -0.1%
AIA
192
Avalon Investment & Advisory
Texas
$5.45M
HJGA
193
Hardman Johnston Global Advisors
Connecticut
$5.41M +$18.1K +700 +0.3%
RIL
194
Rothschild Investment LLC
Illinois
$5.35M +$45.7K +1,770 +0.8%
TF
195
Trek Financial
Arizona
$5.34M +$2.51M +97,391 +77%
GHAM
196
Gilman Hill Asset Management
Connecticut
$5.33M -$3.35K -130 -0.1%
AAA
197
Adams Asset Advisors
Texas
$5.31M +$59.3K +2,297 +1%
Jane Street
198
Jane Street
New York
$5.28M +$5.73M +221,956 New
LIM
199
Loudon Investment Management
New Hampshire
$5.21M -$264K -10,250 -4%
PA
200
Pinnacle Associates
New York
$5.08M -$54.1K -2,098 -1%

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.