We are live on ! Find out more
EPD icon

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
ICG
376
InterOcean Capital Group
Tennessee
$1.64M -$196K -7,500 -11%
CWM
377
C2C Wealth Management
Arizona
$1.64M +$52.3K +2,000 +3%
EWA
378
Exencial Wealth Advisors
Oklahoma
$1.63M +$291K +11,133 +22%
SG Americas Securities
379
SG Americas Securities
New York
$1.62M +$16.3K +622 +1%
BIM
380
Bridges Investment Management
Nebraska
$1.61M -$146K -5,580 -8%
CFM
381
Capricorn Fund Managers
United Kingdom
$1.6M +$1.59M +60,904 New
Geode Capital Management
382
Geode Capital Management
Massachusetts
$1.6M +$48.3K +1,848 +3%
AA
383
Argent Advisors
Louisiana
$1.6M +$13.1K +502 +0.8%
VanEck Associates
384
VanEck Associates
New York
$1.57M +$245K +9,361 +19%
GA
385
GraniteShares Advisors
New York
$1.56M -$16.5K -630 -1%
EM
386
ELCO Management
New York
$1.56M +$20.3K +775 +1%
SWS
387
SYSTM Wealth Solutions
Illinois
$1.54M +$33.1K +1,267 +2%
SBIA
388
Sheaff Brock Investment Advisors
Indiana
$1.53M -$207K -7,937 -12%
QPWM
389
Quadrant Private Wealth Management
Pennsylvania
$1.52M +$1.49K +57 +0.1%
GSC
390
Grey Street Capital
Illinois
$1.51M +$353K +13,495 +31%
TLP
391
Trinity Legacy Partners
Texas
$1.5M -$294K -11,240 -16%
ZIG
392
Zurich Insurance Group
Switzerland
$1.5M
Citigroup
393
Citigroup
New York
$1.49M -$61.7M -2,359,886 -98%
HFS
394
Howard Financial Services
Texas
$1.49M +$711K +27,184 +93%
TWC
395
TD Waterhouse Canada
Ontario, Canada
$1.49M +$34.4K +1,315 +2%
EGA
396
E&G Advisors
Texas
$1.48M +$680 +26 +0%
AWE
397
Avidian Wealth Enterprises
Texas
$1.48M -$1.26M -48,120 -46%
OP
398
ORG Partners
Indiana
$1.47M -$18.4K -703 -1%
VAM
399
Verity Asset Management
North Carolina
$1.47M -$1.41M -54,117 -49%
SSG
400
Summit Securities Group
New York
$1.46M +$1.44M +55,200 +55,200%

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.