EPD ranks #223 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
EPD is a disclosed holding of Stephen Schwarzman (Blackstone Group), one of the tracked superinvestors on AlphaSMO — it makes up 2.6% of that fund's own 13F portfolio.
EPD is a top-conviction position for Fairholme Capital Management LLC — at 13.5% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in EPD belongs to Alps Advisors Inc, but the position matters far more to Fairholme Capital Management LLC, who has 13.5% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
Ulland Investment Advisors, LLC has added to its EPD position for two straight quarters, increasing it by $127.0K to reach $392.0K today.
Chickasaw Capital Management LLC has trimmed its EPD position for two straight quarters, cutting it by $19.0M while still holding $162.6M.
EPD is up 3.5% today, and institutions have been net buyers of $398.9M this quarter — today's price move and the underlying institutional flow are pointing the same direction.