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Enterprise Products Partners
EPD

Overview Fund Activity

1,213 hedge funds and large institutions have $15.8B invested in Enterprise Products Partners in 2023 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 458 increasing their positions, 333 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,213
Holders Change
+10
Holders Change %
+0.83%
% of All Funds
19.34%
Holding in Top 10
71
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.43%
% of All Funds
1.13%
New
82
Increased
458
Reduced
333
Closed
52
Calls
$343M
Puts
$167M
Net Calls
+$176M
Net Calls Change
+$53.7M

Top Buyers

1
AA
ALPS Advisors
Colorado
$1.04B
2
Goldman Sachs
Goldman Sachs
New York
$631M
3
Blackstone Inc
Blackstone Inc
New York
$633M
4
American Century Companies
American Century Companies
Missouri
$474M
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$264M

Top Sellers

1
MB
Marquard & Bahls
Germany
$808M
2
Morgan Stanley
Morgan Stanley
New York
$457M
3
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$296M
4
WHG
Westwood Holdings Group
Texas
$125M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$382M
Name Holding Trade Value Shares
Change 		Shares
Change %
LW
226
Linscomb Wealth
Texas
$4.81M -$127K -4,639 -3%
ADBIC
227
A.D. Beadell Investment Counsel
Wisconsin
$4.8M +$68.4K +2,500 +1%
OFA
228
Oak Family Advisors
Illinois
$4.77M +$51.9K +1,898 +1%
AAS
229
Avantax Advisory Services
Texas
$4.74M -$75.5K -2,759 -2%
AI
230
ArchPoint Investors
Florida
$4.51M – – –
IA
231
Icon Advisers
Colorado
$4.49M +$725K +27,000 +19%
CCA
232
Childress Capital Advisors
Texas
$4.39M +$317K +11,584 +8%
CCM
233
Cullen Capital Management
New York
$4.38M +$2.01M +73,302 +84%
Calamos Advisors
234
Calamos Advisors
Illinois
$4.32M +$109K +3,970 +3%
SS
235
Sunbelt Securities
Texas
$4.28M +$6.93K +253 +0.2%
Northwestern Mutual Wealth Management
236
Northwestern Mutual Wealth Management
Wisconsin
$4.27M +$376K +13,749 +10%
AAM
237
AR Asset Management
California
$4.27M -$20.5K -750 -0.5%
FHC
238
First Heartland Consultants
Missouri
$4.24M -$919K -33,588 -18%
APSI
239
Asset Planning Services Inc
Louisiana
$4.24M +$27.4K +1,000 +0.6%
PA
240
Pinnacle Associates
New York
$4.2M -$986K -36,010 -19%
CGA
241
Crescent Grove Advisors
Illinois
$4.2M -$962K -35,133 -19%
Cerity Partners
242
Cerity Partners
New York
$4.17M -$6.78M -247,558 -62%
POIA
243
Pin Oak Investment Advisors
Texas
$4.15M +$28.7K +1,050 +0.7%
MA
244
Mutual Advisors
Nebraska
$4.15M -$126K -4,610 -3%
SIC
245
Shoker Investment Counsel
Ohio
$4.11M +$22.7K +831 +0.6%
BF
246
BOK Financial
Oklahoma
$4.04M +$5.99K +230 +0.1%
CAL
247
Capital Analysts LLC
Pennsylvania
$4.02M +$77.5K +2,830 +2%
AA
248
AlphaQ Advisors
Florida
$4.01M -$886K -32,383 -18%
PHS
249
Pekin Hardy Strauss
Illinois
$3.9M – – –
Acadian Asset Management
250
Acadian Asset Management
Massachusetts
$3.79M +$3.79M +138,636 New
8 9
10
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