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Enterprise Products Partners
EPD

Overview Fund Activity

1,313 hedge funds and large institutions have $16B invested in Enterprise Products Partners in 2024 Q1 according to their latest regulatory filings, with 114 funds opening new positions, 473 increasing their positions, 389 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,313
Holders Change
+38
Holders Change %
+2.98%
% of All Funds
19.03%
Holding in Top 10
68
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.62%
% of All Funds
0.99%
New
114
Increased
473
Reduced
389
Closed
58
Calls
$331M
Puts
$162M
Net Calls
+$170M
Net Calls Change
+$45.3M

Top Buyers

1
Invesco
Invesco
Georgia
+$97M
2
AA
ALPS Advisors
Colorado
+$64M
3
Allianz Asset Management
Allianz Asset Management
Germany
+$60.7M
4
UBS Group
UBS Group
Switzerland
+$47.5M
5
Blackstone Inc
Blackstone Inc
New York
+$40.6M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$434M
2
BlackRock
BlackRock
New York
-$206M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$87.2M
4
Goldman Sachs
Goldman Sachs
New York
-$56.8M
5
IG
ING Group
Netherlands
-$42M
Name Holding Trade Value Shares
Change 		Shares
Change %
LC
301
Lavaca Capital
Texas
$3.03M – – –
WAG
302
Windsor Advisory Group
Ohio
$3.01M – – –
FCA
303
FLC Capital Advisors
California
$2.99M -$92.5K -3,170 -3%
Sumitomo Mitsui Trust Group
304
Sumitomo Mitsui Trust Group
Japan
$2.95M – – –
DA
305
Doliver Advisors
Texas
$2.95M -$14.6K -500 -0.5%
CRC
306
Curi RMB Capital
Illinois
$2.94M +$67.7K +2,320 +2%
TPCW
307
TD Private Client Wealth
New York
$2.93M +$110K +3,781 +4%
CIC
308
Canal Insurance Company
South Carolina
$2.92M – – –
LNC
309
Lincoln National Corp
Pennsylvania
$2.91M +$31.3K +1,073 +1%
RFC
310
Regions Financial Corp
Alabama
$2.91M -$190K -6,510 -6%
SWS
311
SYSTM Wealth Solutions
Illinois
$2.9M +$826K +28,295 +40%
ACM
312
Ashford Capital Management
Delaware
$2.9M +$972K +33,300 +50%
PIWA
313
Prevail Innovative Wealth Advisors
Kansas
$2.88M +$104K +3,572 +4%
VFA
314
Valeo Financial Advisors
Indiana
$2.88M -$13.9K -479 -0.5%
XF
315
XML Financial
Maryland
$2.87M -$538K -18,436 -16%
CCA
316
Cobblestone Capital Advisors
New York
$2.84M +$20.8K +712 +0.7%
JIC
317
Joel Isaacson & Co
New York
$2.83M -$91.9K -3,150 -3%
TCM
318
Tufton Capital Management
Maryland
$2.83M -$269K -9,205 -9%
AA
319
AlphaQ Advisors
Florida
$2.83M +$40.1K +1,373 +1%
FFP
320
FourThought Financial Partners
Florida
$2.8M +$89.5K +3,066 +3%
CIA
321
Concurrent Investment Advisors
Florida
$2.77M +$34.8K +1,191 +1%
ECM
322
Elgethun Capital Management
South Dakota
$2.77M +$152K +5,188 +6%
Macquarie Group
323
Macquarie Group
Australia
$2.73M -$1.67M -57,099 -38%
CM
324
Castleark Management
Illinois
$2.72M – – –
DAS
325
Dynamic Advisor Solutions
Arizona
$2.7M +$361K +12,356 +15%
11 12
13
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