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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
LWMG
451
Levy Wealth Management Group
Pennsylvania
$1.15M +$1.52K +58 +0.1%
PCM
452
Pointe Capital Management
Michigan
$1.14M +$549 +21 +0%
MWA
453
Meridian Wealth Advisors
Texas
$1.14M
MMPW
454
Mitchell McLeod Pugh & Williams
Alabama
$1.13M -$3.82K -146 -0.3%
RDWM
455
Red Door Wealth Management
Tennessee
$1.13M +$20.5K +783 +2%
NAM
456
NTV Asset Management
West Virginia
$1.11M
HH
457
Hilltop Holdings
Texas
$1.11M +$15.1K +577 +1%
SFP
458
Sweet Financial Partners
Minnesota
$1.1M +$288 +11 +0%
ADL
459
Asset Dedication LLC
California
$1.1M -$28K -1,070 -3%
CIC
460
Carnegie Investment Counsel
Ohio
$1.1M -$167K -6,389 -13%
SWM
461
Spire Wealth Management
Virginia
$1.09M -$63.5K -2,431 -6%
DDC
462
DF Dent & Co
Maryland
$1.09M -$5.23K -200 -0.5%
GIM
463
Grassi Investment Management
California
$1.09M -$261K -10,000 -20%
LAM
464
Lakewood Asset Management
Illinois
$1.08M +$11.3K +432 +1%
OCPWS
465
One Charles Private Wealth Services
Massachusetts
$1.08M +$451K +17,238 +73%
CIAS
466
Capital Investment Advisory Services
North Carolina
$1.08M +$230K +8,801 +27%
TA
467
Tiedemann Advisors
New York
$1.05M +$220K +8,406 +27%
GP
468
Geneva Partners
Wisconsin
$1.05M
WC
469
Winmill & Co
New York
$1.05M
GRP
470
Global Retirement Partners
California
$1.05M +$7.03K +269 +0.7%
ML
471
McAdam LLC
Pennsylvania
$1.05M +$14.6K +557 +1%
RCM
472
Requisite Capital Management
Texas
$1.05M +$1.04M +39,717 New
FIA
473
Foundations Investment Advisors
Arizona
$1.04M +$328K +12,559 +47%
BWL
474
Bogart Wealth LLC
Virginia
$1.03M -$25.1K -961 -2%
PWM
475
Perigon Wealth Management
California
$1.03M +$49.4K +1,889 +5%

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.