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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
SIC
351
Samalin Investment Counsel
New York
$1.87M +$647K +24,765 +53%
OCM
352
Orleans Capital Management
Louisiana
$1.87M -$52.3K -2,000 -3%
MIM
353
Meixler Investment Management
Arizona
$1.87M +$68.6K +2,625 +4%
BSW
354
Buckingham Strategic Wealth
Missouri
$1.86M +$277K +10,612 +18%
CG
355
Clarus Group
Texas
$1.85M +$18.3K +701 +1%
BTI
356
Blue Trust Inc
Georgia
$1.83M +$114K +4,346 +7%
AI
357
Atria Investments
North Carolina
$1.83M +$173K +6,627 +11%
BCM
358
Basso Capital Management
Connecticut
$1.82M -$60.1K -2,300 -3%
RCI
359
RS Crum Inc
California
$1.81M
OAM
360
Oppenheimer Asset Management
New York
$1.81M +$116K +4,431 +7%
FHA
361
Flagship Harbor Advisors
Massachusetts
$1.79M +$37.8K +1,447 +2%
LC
362
Lindbrook Capital
California
$1.78M -$275K -10,518 -13%
GAG
363
GM Advisory Group
New York
$1.77M -$79K -3,021 -4%
CAM
364
Covenant Asset Management
New Jersey
$1.77M +$7.84K +300 +0.4%
VNIM
365
Vaughan Nelson Investment Management
Texas
$1.77M -$157K -6,015 -8%
ACM
366
Ashford Capital Management
Delaware
$1.74M
MWM
367
Madison Wealth Management
Ohio
$1.73M -$53.7K -2,055 -3%
CIC
368
Chilton Investment Company
Connecticut
$1.71M
BI
369
Bramshill Investments
Florida
$1.69M
Lido Advisors
370
Lido Advisors
California
$1.68M +$225K +8,624 +16%
AW
371
Avion Wealth
Texas
$1.68M -$1.41K -54 -0.1%
MS
372
Madden Securities
Texas
$1.67M -$47K -1,800 -3%
ECG
373
Edge Capital Group
Georgia
$1.67M -$306K -11,699 -16%
Macquarie Group
374
Macquarie Group
Australia
$1.66M -$1.27M -48,468 -43%
CST
375
Charles Schwab Trust
Nevada
$1.66M

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.