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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
TG
476
TCW Group
California
$1.03M
VWA
477
V Wealth Advisors
Kansas
$1.03M +$52.5K +2,007 +5%
RF
478
Rollins Financial
Georgia
$1.02M -$1.47M -56,152 -59%
GAM
479
Griffin Asset Management
New York
$1.01M +$6.01K +230 +0.6%
WGAM
480
Wilkinson Global Asset Management
New York
$1.01M
NWM
481
NEIRG Wealth Management
Massachusetts
$1.01M -$134K -5,127 -12%
PAM
482
Paradigm Asset Management
New York
$1.01M +$998K +38,200 New
KA
483
Kovack Advisors
Florida
$1M -$106K -4,051 -10%
JWCA
484
J.W. Cole Advisors
Florida
$999K +$70K +2,678 +8%
FWA
485
FSM Wealth Advisors
Ohio
$998K -$48K -1,836 -5%
FCI
486
Financial Counselors Inc
Kansas
$990K
PL
487
Parkwood LLC
Ohio
$987K -$16.3K -622 -2%
OIA
488
OneDigital Investment Advisors
Kansas
$985K +$10.4K +398 +1%
AAS
489
Asset Allocation Strategies
Michigan
$981K +$212K +8,100 +28%
MOS
490
MGO One Seven
Ohio
$974K -$127K -4,862 -12%
BG
491
Benedetti & Gucer
Georgia
$973K +$245K +9,360 +34%
SCA
492
Stokes Capital Advisors
South Carolina
$969K
NFA
493
Northern Financial Advisors
Michigan
$968K -$27.2K -1,039 -3%
VC
494
Veracity Capital
Georgia
$966K
WW
495
Waterfront Wealth
Kansas
$958K +$58.4K +2,236 +7%
HF
496
HRT Financial
New York
$953K -$7.94M -303,888 -89%
MFWP
497
Mosaic Family Wealth Partners
Missouri
$949K +$418 +16 +0%
GC
498
Gratus Capital
Georgia
$949K +$941K +36,000 New
BBHC
499
Brown Brothers Harriman & Co
New York
$942K
HFM
500
Hartford Financial Management
Connecticut
$939K

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.