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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 %
CWP
251
CFM Wealth Partners
Texas
$3.71M +$3.71M +140,903 New
IA
252
Icon Advisers
Colorado
$3.69M – – –
EH
253
Equitable Holdings
New York
$3.68M +$102K +3,879 +3%
V
254
Veritable
Delaware
$3.66M – – –
ZCM
255
Ziegler Capital Management
Illinois
$3.65M -$50.6K -1,920 -1%
TBC
256
Tweedy, Browne Co
Connecticut
$3.59M – – –
MAM
257
Montchanin Asset Management
Delaware
$3.58M -$34.3K -1,300 -0.9%
GI
258
GAMCO Investors
Connecticut
$3.57M – – –
JWA
259
JFS Wealth Advisors
Pennsylvania
$3.57M – – –
HCM
260
Hilton Capital Management
New York
$3.54M -$2.61K -99 -0.1%
SGCA
261
Steel Grove Capital Advisors
Tennessee
$3.45M -$67.8K -2,572 -2%
Pacer Advisors
262
Pacer Advisors
Pennsylvania
$3.38M -$64.2K -2,438 -2%
AC
263
Avenir Corporation
Virginia
$3.34M – – –
CFB
264
Cullen/Frost Bankers
Texas
$3.33M -$140K -5,300 -4%
BA
265
BCM Advisors
Louisiana
$3.3M – – –
SWP
266
Stratos Wealth Partners
Ohio
$3.23M +$35.8K +1,359 +1%
SCA
267
Snowden Capital Advisors
New York
$3.23M -$2.71K -103 -0.1%
MGIA
268
Moneta Group Investment Advisors
Missouri
$3.18M +$3.45K +131 +0.1%
SAM
269
Smithbridge Asset Management
Pennsylvania
$3.13M +$40.1K +1,522 +1%
Kovitz Investment Group Partners
270
Kovitz Investment Group Partners
Illinois
$3.09M +$3.09M +117,164 New
TCM
271
Tufton Capital Management
Maryland
$3.08M -$11.2K -425 -0.4%
AIP
272
ARS Investment Partners
New York
$3.08M -$27.7K -1,050 -0.9%
GJCM
273
Grand Jean Capital Management
California
$3.04M +$328K +12,450 +12%
Franklin Resources
274
Franklin Resources
California
$3.04M -$595K -22,569 -16%
MFFIA
275
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$3.03M +$290 +11 +0%
9 10
11
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