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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
SC
501
Searle & Co
Connecticut
$938K +$8.29K +317 +0.9%
TRCT
502
Tower Research Capital (TRC)
New York
$937K -$308K -11,790 -25%
KWM
503
Kingsview Wealth Management
Oregon
$935K -$13.9K -530 -1%
HI
504
Harbour Investments
Wisconsin
$929K -$35.1K -1,344 -4%
WCM
505
Whitener Capital Management
North Carolina
$925K -$18.5K -707 -2%
LI
506
LMCG Investments
Massachusetts
$924K
WB
507
WesBanco Bank
West Virginia
$911K +$9.3K +356 +1%
SPC
508
Sigma Planning Corp
Michigan
$910K -$90.1K -3,446 -9%
CTC
509
Central Trust Company
Missouri
$909K -$140K -5,367 -13%
AIM
510
Anchor Investment Management
South Carolina
$909K +$7.84K +300 +0.9%
EFH
511
Eaton Financial Holdings
Florida
$904K +$16.5K +631 +2%
WSTAM
512
Wilbanks Smith & Thomas Asset Management
Virginia
$897K +$52.3K +2,000 +6%
CC
513
Chicago Capital
Illinois
$896K
FT
514
Fiduciary Trust
Massachusetts
$893K
JF
515
Jump Financial
Illinois
$893K +$621K +23,765 +235%
Wellington Management Group
516
Wellington Management Group
Massachusetts
$892K -$5.08M -194,447 -85%
AMIM
517
Aull & Monroe Investment Management
Alabama
$891K
TA
518
Trellis Advisors
Washington
$889K
MFG
519
Magnus Financial Group
New York
$888K +$3.24K +124 +0.4%
SAG
520
SageView Advisory Group
California
$875K -$24.7K -944 -3%
MG
521
Mather Group
Illinois
$873K +$80.1K +3,066 +10%
AIM
522
AMI Investment Management
Indiana
$869K -$1.46K -56 -0.2%
VNA
523
Valley National Advisers
Pennsylvania
$869K +$549 +21 +0.1%
FFM
524
Forum Financial Management
Illinois
$867K +$157K +6,000 +22%
VIM
525
VELA Investment Management
Ohio
$862K +$855K +32,700 New

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.