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Enterprise Products Partners

1,207 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, 434 increasing their positions, 354 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more call options, than puts

Call options by funds: $272M | Put options by funds: $150M

64% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 53

23% more repeat investments, than reductions

Existing positions increased: 434 | Existing positions reduced: 354

2% more funds holding

Funds holding: 1,1821,207 (+25)

0% more funds holding in top 10

Funds holding in top 10: 7070 (0)

0.19% less ownership

Funds ownership: 26.36%26.17% (-0.19%)

1% less capital invested

Capital invested by funds: $15.2B → $15B (-$157M)

Holders
1,207
Holders Change
+25
Holders Change %
+2.12%
% of All Funds
18.95%
Holding in Top 10
70
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.1%
New
87
Increased
434
Reduced
354
Closed
53
Calls
$272M
Puts
$150M
Net Calls
+$122M
Net Calls Change
-$52.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CWP
251
CFM Wealth Partners
Texas
$3.71M +$3.68M +140,903 New
IA
252
Icon Advisers
Colorado
$3.69M
EH
253
Equitable Holdings
New York
$3.68M +$101K +3,879 +3%
V
254
Veritable
Delaware
$3.66M
ZCM
255
Ziegler Capital Management
Illinois
$3.65M -$50.2K -1,920 -1%
TBC
256
Tweedy, Browne Co
Connecticut
$3.59M
MAM
257
Montchanin Asset Management
Delaware
$3.58M -$34K -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 -$2.59K -99 -0.1%
SGCA
261
Steel Grove Capital Advisors
Tennessee
$3.45M -$67.2K -2,572 -2%
Pacer Advisors
262
Pacer Advisors
Pennsylvania
$3.38M -$63.7K -2,438 -2%
AC
263
Avenir Corporation
Virginia
$3.34M
CFB
264
Cullen/Frost Bankers
Texas
$3.33M -$139K -5,300 -4%
BA
265
BCM Advisors
Louisiana
$3.3M
SWP
266
Stratos Wealth Partners
Ohio
$3.23M +$35.5K +1,359 +1%
SCA
267
Snowden Capital Advisors
New York
$3.23M -$2.69K -103 -0.1%
MGIA
268
Moneta Group Investment Advisors
Missouri
$3.18M +$3.42K +131 +0.1%
SAM
269
Smithbridge Asset Management
Pennsylvania
$3.13M +$39.8K +1,522 +1%
Kovitz Investment Group Partners
270
Kovitz Investment Group Partners
Illinois
$3.09M +$3.06M +117,164 New
TCM
271
Tufton Capital Management
Maryland
$3.08M -$11.1K -425 -0.4%
AIP
272
ARS Investment Partners
New York
$3.08M -$27.4K -1,050 -0.9%
GJCM
273
Grand Jean Capital Management
California
$3.04M +$325K +12,450 +12%
Franklin Resources
274
Franklin Resources
California
$3.04M -$590K -22,569 -16%
MFFIA
275
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$3.03M +$288 +11 +0%

EPD Hedge Fund Activity: Q2 2023 in Review

1,207 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Enterprise Products Partners (EPD) for Q2 2023, worth a combined $15B — down 1% from $15.2B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new EPD positions and 53 closed out — a net gain of 34 holders — while 434 added to existing stakes and 354 trimmed.

The largest buyer was Brookfield Corp, adding an estimated $105M. The largest seller was BlackRock, cutting an estimated $106M.

  • 1,207 institutional investors held Enterprise Products Partners (EPD) as of Q2 2023, up from 1,182 in Q1 2023.
  • Funds reported $15B of Enterprise Products Partners stock for Q2 2023, down 1% quarter-over-quarter.
  • 87 funds opened new Enterprise Products Partners positions in Q2 2023 and 53 closed out, a net change of +34 holders.
  • The largest Enterprise Products Partners buyer in Q2 2023 was Brookfield Corp, an estimated $105M added.
  • The largest Enterprise Products Partners seller in Q2 2023 was BlackRock, an estimated $106M sold.

Based on aggregated 13F filings for Q2 2023.