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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
VFA
401
Voya Financial Advisors
Connecticut
$1.45M -$351K -13,438 -20%
ASC
402
Atalanta Sosnoff Capital
New York
$1.45M +$447K +17,100 +45%
OWP
403
Obermeyer Wealth Partners
Colorado
$1.44M -$86.9K -3,323 -6%
WSC
404
Wellington Shields & Co
New York
$1.43M -$65.3K -2,500 -4%
CIA
405
Choate Investment Advisors
Massachusetts
$1.43M
UB
406
UMB Bank
Missouri
$1.43M -$17K -652 -1%
FVCM
407
F&V Capital Management
Florida
$1.42M
PCM
408
Pennsylvania Capital Management
Pennsylvania
$1.41M +$10.5K +400 +0.8%
BFA
409
Beaumont Financial Advisors
Massachusetts
$1.4M +$365K +13,975 +36%
ADMI
410
Albert D. Mason Inc
Massachusetts
$1.4M -$514K -19,658 -27%
EF
411
Empowered Funds
Pennsylvania
$1.39M +$17.5K +670 +1%
EST
412
EA Series Trust
Pennsylvania
$1.39M +$1.38M +52,811 New
KCM
413
Kornitzer Capital Management
Kansas
$1.39M
BHPW
414
Beverly Hills Private Wealth
California
$1.38M +$320K +12,259 +31%
RAM
415
Roanoke Asset Management
New Jersey
$1.37M +$1.78K +68 +0.1%
CIBC World Market
416
CIBC World Market
Ontario, Canada
$1.36M -$40.9K -1,564 -3%
SWM
417
SeaCrest Wealth Management
New York
$1.35M +$183 +7 +0%
ACP
418
Aveo Capital Partners
Colorado
$1.35M -$185K -7,074 -12%
MIM
419
Moseley Investment Management
Florida
$1.34M +$24.6K +940 +2%
PFPT
420
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.33M -$1.67K -64 -0.1%
PWAM
421
Pinnacle West Asset Management
Wyoming
$1.32M -$8.21K -314 -0.6%
AAIM
422
American Assets Investment Management
California
$1.32M
PA
423
Parallel Advisors
California
$1.31M +$159K +6,091 +14%
CB
424
Cadence Bank
Mississippi
$1.31M -$73.5K -2,813 -5%
BMCM
425
Bryn Mawr Capital Management
Pennsylvania
$1.31M +$124K +4,733 +11%

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.