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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
WA
551
WealthTrust Axiom
Pennsylvania
$767K +$967 +37 +0.1%
VEA
552
Virtus ETF Advisers
New York
$764K -$131K -5,026 -15%
RW
553
Rede Wealth
Virginia
$763K -$13.6K -519 -2%
CQS
554
Credential Qtrade Securities
$762K -$34K -1,300 -4%
GIA
555
Guyasuta Investment Advisors
Pennsylvania
$761K +$4.23K +162 +0.6%
Russell Investments Group
556
Russell Investments Group
United Kingdom
$759K
IA
557
IFP Advisors
Florida
$757K -$247K -9,468 -25%
PFBT
558
Parkside Financial Bank & Trust
Missouri
$754K +$18.6K +713 +3%
RWM
559
Rockwood Wealth Management
Pennsylvania
$752K
SS
560
Simplicity Solutions
Minnesota
$744K -$454K -17,355 -38%
BFG
561
Bleakley Financial Group
New Jersey
$744K +$340K +13,008 +85%
CC
562
Claybrook Capital
Massachusetts
$742K +$450K +17,231 +158%
CA
563
Claro Advisors
Massachusetts
$736K
HFBOT
564
Home Federal Bank of Tennessee
Tennessee
$733K -$14.4K -550 -2%
CG
565
Colony Group
Massachusetts
$727K
ST
566
Sabal Trust
Florida
$725K +$453K +17,345 +170%
AWA
567
Arete Wealth Advisors
Illinois
$719K +$17.8K +680 +3%
PCS
568
Personal CFO Solutions
New Jersey
$718K +$15.1K +578 +2%
FWM
569
Finer Wealth Management
Massachusetts
$713K -$2.22K -85 -0.3%
HIP
570
Harrell Investment Partners
Texas
$695K +$689K +26,369 New
VVP
571
Venture Visionary Partners
Ohio
$690K +$255K +9,756 +59%
CA
572
Cresta Advisors
Texas
$689K +$12.7K +484 +2%
HH
573
HWG Holdings
Texas
$687K
WT
574
Whittier Trust
California
$687K -$20.5K -784 -3%
FCM
575
Firestone Capital Management
Florida
$686K

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.