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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
NCM
526
Narwhal Capital Management
Georgia
$859K -$370K -14,150 -30%
ABC
527
Associated Banc-Corp
Wisconsin
$852K
WA
528
Wealth Advisors
California
$846K
QCG
529
Quadrant Capital Group
Ohio
$845K +$5.38K +206 +0.6%
HAC
530
Harbor Advisory Corp
New Hampshire
$845K
HSA
531
HBK Sorce Advisory
Pennsylvania
$841K -$394K -15,059 -32%
FFG
532
Frisch Financial Group
New York
$834K
WA
533
Wealth Alliance
New York
$827K -$47.6K -1,822 -5%
FHB
534
First Hawaiian Bank
Hawaii
$825K +$73.5K +2,813 +10%
WPC
535
Waters Parkerson & Co
Louisiana
$823K +$157 +6 +0%
National Bank of Canada
536
National Bank of Canada
Quebec, Canada
$819K -$101K -3,853 -11%
CG
537
CFO4Life Group
Texas
$818K +$3.08K +118 +0.4%
GWM
538
Geneos Wealth Management
Colorado
$812K -$964K -36,863 -54%
SWM
539
Stockman Wealth Management
Montana
$811K +$23.5K +900 +3%
Fifth Third Bancorp
540
Fifth Third Bancorp
Ohio
$807K +$77.2K +2,953 +11%
HPC
541
HM Payson & Co
Maine
$798K -$3.03K -116 -0.4%
GGS
542
Galvin Gaustad & Stein
Arizona
$792K
WKWM
543
Walter & Keenan Wealth Management
Indiana
$792K
AO
544
Advisor OS
Illinois
$782K +$53.2K +2,035 +7%
GSEP
545
Golden State Equity Partners
California
$781K +$775K +29,654 New
QCIG
546
Quad-Cities Investment Group
Iowa
$777K +$6.48K +248 +0.8%
CWM
547
Cornerstone Wealth Management
Missouri
$776K +$487K +18,617 +172%
RCA
548
Ranch Capital Advisors
Florida
$773K +$5.38K +206 +0.7%
IRC
549
Investors Research Corp
Georgia
$772K -$2.61K -100 -0.3%
SFG
550
StrategIQ Financial Group
Indiana
$772K

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.