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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 %
ASC
401
Atalanta Sosnoff Capital
New York
$1.45M +$451K +17,100 +45%
OWP
402
Obermeyer Wealth Partners
Colorado
$1.44M -$87.6K -3,323 -6%
WSC
403
Wellington Shields & Co
New York
$1.43M -$65.9K -2,500 -4%
CIA
404
Choate Investment Advisors
Massachusetts
$1.43M – – –
UB
405
UMB Bank
Missouri
$1.43M -$17.2K -652 -1%
FVCM
406
F&V Capital Management
Florida
$1.42M – – –
PCM
407
Pennsylvania Capital Management
Pennsylvania
$1.41M +$10.5K +400 +0.8%
BFA
408
Beaumont Financial Advisors
Massachusetts
$1.4M +$368K +13,975 +36%
ADMI
409
Albert D. Mason Inc
Massachusetts
$1.4M -$518K -19,658 -27%
EF
410
Empowered Funds
Pennsylvania
$1.39M +$17.7K +670 +1%
EST
411
EA Series Trust
Pennsylvania
$1.39M +$1.39M +52,811 New
KCM
412
Kornitzer Capital Management
Kansas
$1.39M – – –
BHPW
413
Beverly Hills Private Wealth
California
$1.38M +$325K +12,259 +31%
RAM
414
Roanoke Asset Management
New Jersey
$1.37M +$1.79K +68 +0.1%
CIBC World Market
415
CIBC World Market
Ontario, Canada
$1.36M -$41.2K -1,564 -3%
SWM
416
SeaCrest Wealth Management
New York
$1.35M +$184 +7 +0%
ACP
417
Aveo Capital Partners
Colorado
$1.35M -$186K -7,074 -12%
MIM
418
Moseley Investment Management
Florida
$1.34M +$24.8K +940 +2%
PFP
419
Pinnacle Financial Partners
Tennessee
$1.33M -$1.69K -64 -0.1%
PWAM
420
Pinnacle West Asset Management
Wyoming
$1.32M -$8.28K -314 -0.6%
AAIM
421
American Assets Investment Management
California
$1.32M – – –
PA
422
Parallel Advisors
California
$1.31M +$161K +6,091 +14%
CB
423
Cadence Bank
Mississippi
$1.31M -$74.1K -2,813 -5%
BMCM
424
Bryn Mawr Capital Management
Pennsylvania
$1.31M +$125K +4,733 +11%
BB
425
Busey Bank
Illinois
$1.3M -$2.64K -100 -0.2%
15 16
17
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