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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
DWT
626
Dorsey & Whitney Trust
South Dakota
$586K
CFGS
627
Concourse Financial Group Securities
Alabama
$583K -$13.5K -515 -2%
YAL
628
Your Advocates Ltd
Texas
$582K +$10.7K +409 +2%
AGC
629
Aspen Grove Capital
Colorado
$579K +$574K +21,961 New
EP
630
EPIQ Partners
Minnesota
$576K
PCM
631
Perritt Capital Management
Illinois
$574K +$26.1K +1,000 +5%
Group One Trading
632
Group One Trading
Illinois
$574K +$247K +9,464 +77%
RMDI
633
R.M. Davis Inc
Maine
$573K +$6.9K +264 +1%
IIM
634
Ipswich Investment Management
Massachusetts
$573K -$5.62K -215 -1%
PFA
635
Pettinga Financial Advisors
Indiana
$567K -$19.6K -750 -3%
BAG
636
Bridgewealth Advisory Group
California
$566K -$26 -1 -0%
UAS
637
United Asset Strategies
New York
$564K +$6.69K +256 +1%
BMCM
638
Burns Matteson Capital Management
New York
$563K +$559K +21,382 New
MCM
639
Morton Capital Management
California
$562K +$5.65K +216 +1%
PCIA
640
Prime Capital Investment Advisors
Kansas
$562K +$557K +21,319 New
CRIG
641
Charter Research & Investment Group
Connecticut
$558K
CCWA
642
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$551K +$1.36K +52 +0.2%
CAMG
643
CWA Asset Management Group
Florida
$550K +$40.3K +1,543 +8%
SMWM
644
Silvia McColl Wealth Management
California
$549K
BHWM
645
Beaird Harris Wealth Management
Texas
$548K
BMWM
646
Brown Miller Wealth Management
Virginia
$546K +$366 +14 +0.1%
WA
647
Wambolt & Associates
Colorado
$546K -$31.1K -1,190 -5%
GW
648
GW & Wade
Massachusetts
$546K +$87.6K +3,350 +19%
SI
649
Saxon Interests
Texas
$546K +$20.3K +777 +4%
PAG
650
Powers Advisory Group
Illinois
$539K +$7.79K +298 +1%

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.