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Enterprise Products Partners
EPD

Overview Fund Activity

1,203 hedge funds and large institutions have $15B invested in Enterprise Products Partners in 2023 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 432 increasing their positions, 353 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,203
Holders Change
+25
Holders Change %
+2.12%
% of All Funds
18.97%
Holding in Top 10
70
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.1%
New
87
Increased
432
Reduced
353
Closed
53
Calls
$272M
Puts
$150M
Net Calls
+$122M
Net Calls Change
-$52.8M

Top Buyers

1
BC
Brookfield Corp
Ontario, Canada
$119M
2
TCA
Tortoise Capital Advisors
Kansas
$425M
3
Blackstone Inc
Blackstone Inc
New York
$544M
4
IG
ING Group
Netherlands
$109M
5
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$323M

Top Sellers

1
BlackRock
BlackRock
New York
$545M
2
Barclays
Barclays
United Kingdom
$24M
3
UBS Group
UBS Group
Switzerland
$276M
4
Citigroup
Citigroup
New York
$1.49M
5
Morgan Stanley
Morgan Stanley
New York
$486M
Name Holding Trade Value Shares
Change 		Shares
Change %
JHCP
226
Jackson Hole Capital Partners
Oklahoma
$4.71M +$100K +3,809 +2%
EWM
227
Evercore Wealth Management
New York
$4.69M -$14.4K -545 -0.3%
AAS
228
Avantax Advisory Services
Texas
$4.64M -$102K -3,871 -2%
ADBIC
229
A.D. Beadell Investment Counsel
Wisconsin
$4.55M -$659K -25,000 -13%
OFA
230
Oak Family Advisors
Illinois
$4.54M +$183K +6,933 +4%
BCM
231
Birch Capital Management
Texas
$4.42M +$21.4K +813 +0.5%
RJT
232
Raymond James Trust
Florida
$4.37M +$133K +5,044 +3%
AI
233
ArchPoint Investors
Florida
$4.34M – – –
Brown Advisory
234
Brown Advisory
Maryland
$4.34M -$80.7K -3,062 -2%
PFO
235
Pathstone Family Office
New Jersey
$4.27M -$58.2K -2,207 -1%
AAM
236
AR Asset Management
California
$4.13M – – –
MA
237
Mutual Advisors
Nebraska
$4.11M +$571K +21,660 +16%
SS
238
Sunbelt Securities
Texas
$4.11M +$424K +16,089 +11%
BF
239
BOK Financial
Oklahoma
$4.08M -$202K -7,661 -5%
Calamos Advisors
240
Calamos Advisors
Illinois
$4.06M – – –
APSI
241
Asset Planning Services Inc
Louisiana
$4.06M -$92.2K -3,500 -2%
Jane Street
242
Jane Street
New York
$3.97M -$3.51M -133,193 -47%
POIA
243
Pin Oak Investment Advisors
Texas
$3.97M +$55.3K +2,100 +1%
SIC
244
Shoker Investment Counsel
Ohio
$3.94M -$76.8K -2,914 -2%
CCA
245
Childress Capital Advisors
Texas
$3.92M +$27.7K +1,050 +0.7%
CAL
246
Capital Analysts LLC
Pennsylvania
$3.8M -$2.03M -77,217 -35%
PHS
247
Pekin Hardy Strauss
Illinois
$3.75M +$59.3K +2,250 +2%
Northwestern Mutual Wealth Management
248
Northwestern Mutual Wealth Management
Wisconsin
$3.75M +$18.3K +695 +0.5%
MML Investors Services
249
MML Investors Services
Massachusetts
$3.72M +$596K +22,611 +19%
ProShare Advisors
250
ProShare Advisors
Maryland
$3.72M +$82.7K +3,138 +2%
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