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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
BB
426
Busey Bank
Illinois
$1.3M -$2.61K -100 -0.2%
Bessemer Group
427
Bessemer Group
New Jersey
$1.29M -$340K -13,000 -21%
TW
428
Transform Wealth
Colorado
$1.29M
Carson Wealth (CWM LLC)
429
Carson Wealth (CWM LLC)
Nebraska
$1.28M +$249K +9,512 +24%
LFAS
430
Level Four Advisory Services
Texas
$1.28M -$89.8K -3,436 -7%
SIMG
431
Sonora Investment Management Group
Arizona
$1.27M +$35.3K +1,350 +3%
LF
432
Lee Financial
Texas
$1.26M +$85.9K +3,286 +7%
PMAM
433
Penn Mutual Asset Management
Pennsylvania
$1.26M -$261K -10,000 -17%
IA
434
IFG Advisory
Georgia
$1.26M +$314K +12,016 +34%
SIA
435
SeaBridge Investment Advisors
New Jersey
$1.25M -$70.6K -2,700 -5%
RRA
436
Round Rock Advisors
Connecticut
$1.25M +$26.1K +1,000 +2%
CGH
437
CMG Global Holdings
Texas
$1.24M +$758 +29 +0.1%
MSCM
438
McElhenny Sheffield Capital Management
Texas
$1.23M
IAIM
439
International Assets Investment Management
Florida
$1.23M +$55.6K +2,129 +5%
BAM
440
Belpointe Asset Management
Nevada
$1.2M -$1.05M -40,302 -47%
CW
441
CreativeOne Wealth
Kansas
$1.19M +$107K +4,102 +10%
PG
442
Patten Group
Tennessee
$1.18M -$2.51K -96 -0.2%
SLA
443
Silver Lake Advisory
Utah
$1.18M +$17.1K +654 +1%
IWM
444
IHT Wealth Management
Illinois
$1.18M +$136K +5,187 +13%
OIA
445
Optimum Investment Advisors
Illinois
$1.17M -$78.9K -3,018 -6%
SF
446
Synovus Financial
Georgia
$1.17M -$37.7K -1,442 -3%
QPW
447
Quantum Private Wealth
Florida
$1.17M +$36.7K +1,403 +3%
CCB
448
Country Club Bank
Missouri
$1.17M -$108K -4,120 -9%
BS
449
Banco Santander
Spain
$1.16M +$1.15M +43,976 New
AFP
450
Ausdal Financial Partners
Iowa
$1.15M +$47.3K +1,810 +4%

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.