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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
XF
276
XML Financial
Maryland
$2.95M +$72.1K +2,757 +3%
KeyBank National Association
277
KeyBank National Association
Ohio
$2.93M -$9.96K -381 -0.3%
BC
278
Blackhill Capital
New Jersey
$2.86M
PFS
279
Prospera Financial Services
Texas
$2.83M +$276K +10,575 +11%
HWM
280
HB Wealth Management
Georgia
$2.82M +$51.2K +1,959 +2%
EWA
281
EP Wealth Advisors
California
$2.82M -$84.6K -3,236 -49%
IFAM
282
Institutional & Family Asset Management
Colorado
$2.81M +$554K +21,182 +25%
ECP
283
Epacria Capital Partners
Colorado
$2.78M -$640K -24,491 -19%
TPCW
284
TD Private Client Wealth
New York
$2.77M -$138K -5,297 -5%
LC
285
Lavaca Capital
Texas
$2.73M -$28.8K -1,100 -1%
WAG
286
Windsor Advisory Group
Ohio
$2.72M
HKAM
287
Horizon Kinetics Asset Management
New York
$2.72M -$1.2K -46 -0%
Sumitomo Mitsui Trust Group
288
Sumitomo Mitsui Trust Group
Japan
$2.66M
CC
289
Cannell & Co
New York
$2.65M
AAM
290
Advisors Asset Management
Colorado
$2.65M +$62.4K +2,388 +2%
NRS
291
Neville Rodie & Shaw
New York
$2.64M +$1.75K +67 +0.1%
CIC
292
Canal Insurance Company
South Carolina
$2.63M
IWC
293
Integrated Wealth Concepts
Massachusetts
$2.63M -$64.7K -2,477 -2%
DA
294
Doliver Advisors
Texas
$2.62M
SPW
295
Surience Private Wealth
Washington
$2.62M +$2.6M +99,354 New
ATC
296
Argent Trust Co
Tennessee
$2.62M -$731K -27,983 -22%
FCA
297
FLC Capital Advisors
California
$2.61M +$224K +8,565 +9%
JIC
298
Joel Isaacson & Co
New York
$2.6M -$52.3K -2,000 -2%
LA
299
Legacy Advisors
Pennsylvania
$2.6M +$22.9K +875 +0.9%
MNBTD
300
Moody National Bank Trust Division
Texas
$2.58M +$850K +32,522 +50%

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.