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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
+$105M
2
TCA
Tortoise Capital Advisors
Kansas
+$102M
3
Blackstone Inc
Blackstone Inc
New York
+$65.1M
4
IG
ING Group
Netherlands
+$38.5M
5
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$30.8M

Top Sellers

1
BlackRock
BlackRock
New York
-$107M
2
Barclays
Barclays
United Kingdom
-$65M
3
UBS Group
UBS Group
Switzerland
-$64.2M
4
Citigroup
Citigroup
New York
-$62.2M
5
Morgan Stanley
Morgan Stanley
New York
-$41.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFC
301
Regions Financial Corp
Alabama
$2.55M +$386K +14,644 +18%
CCA
302
Cobblestone Capital Advisors
New York
$2.54M +$20.2K +767 +0.8%
IAA
303
Independent Advisor Alliance
North Carolina
$2.54M -$6.25K -237 -0.2%
VFA
304
Valeo Financial Advisors
Indiana
$2.51M -$20.4K -774 -0.8%
AIS
305
AM Investment Strategies
Tennessee
$2.49M +$44.8K +1,699 +2%
GVAG
306
Great Valley Advisor Group
Delaware
$2.47M -$1.66M -62,915 -40%
CM
307
Castleark Management
Illinois
$2.46M -$800K -30,370 -25%
GS
308
GTS Securities
New York
$2.44M +$2.44M +92,510 New
HCM
309
Hutner Capital Management
Vermont
$2.4M – – –
VV
310
Verity & Verity
South Carolina
$2.39M +$158K +6,007 +7%
CWP
311
Cyndeo Wealth Partners
Florida
$2.39M -$21.6K -819 -0.9%
FWIA
312
Fort Washington Investment Advisors
Ohio
$2.39M -$1.83M -69,408 -43%
PGFC
313
Peapack-Gladstone Financial Corp
New Jersey
$2.38M +$2.14K +81 +0.1%
CNFG
314
Creegan & Nassoura Financial Group
New Hampshire
$2.32M – – –
CL
315
COWA LLC
Oklahoma
$2.31M +$1.34K +51 +0.1%
CCM
316
Cullen Capital Management
New York
$2.29M +$1.56M +59,390 +217%
Walleye Capital
317
Walleye Capital
New York
$2.27M +$2.27M +85,986 New
SFS
318
Sowell Financial Services
Arkansas
$2.25M +$85.9K +3,261 +4%
WANY
319
Wealthspire Advisors (New York)
New York
$2.25M +$106K +4,030 +5%
IF
320
Intrua Financial
Texas
$2.22M +$170K +6,441 +8%
ECM
321
Elgethun Capital Management
South Dakota
$2.22M +$30.7K +1,164 +1%
AWM
322
Apollon Wealth Management
South Carolina
$2.21M +$140K +5,323 +7%
EHC
323
Everett Harris & Co
California
$2.21M +$28.6K +1,085 +1%
FFP
324
FourThought Financial Partners
Florida
$2.2M +$189K +7,160 +9%
CCG
325
Chatham Capital Group
Georgia
$2.16M +$264K +10,035 +14%
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