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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
RFN
651
RDA Financial Network
Iowa
$538K +$3.27K +125 +0.6%
EA
652
Ellsworth Advisors
Ohio
$538K +$9.88K +378 +2%
JPMIA
653
J.P. Marvel Investment Advisors
Massachusetts
$537K -$1.44K -55 -0.3%
RWMG
654
Redwood Wealth Management Group
New Jersey
$534K +$1.15K +44 +0.2%
CCM
655
Coldstream Capital Management
Washington
$533K +$529K +20,226 New
TAM
656
Tocqueville Asset Management
New York
$532K
Bank of Montreal
657
Bank of Montreal
Ontario, Canada
$528K -$25.1M -959,439 -98%
PA
658
PSI Advisors
Florida
$528K -$2.4K -92 -0.5%
CDH
659
Charles D. Hyman
$528K
TP
660
Tranquility Partners
Tennessee
$528K +$8.65K +331 +2%
ACM
661
Advisors Capital Management
New Jersey
$527K -$153K -5,862 -23%
State Farm Mutual Automobile Insurance
662
State Farm Mutual Automobile Insurance
Illinois
$527K
GLA
663
Good Life Advisors
Pennsylvania
$526K -$67.3K -2,575 -11%
MFG
664
Merit Financial Group
Georgia
$521K +$33.4K +1,276 +7%
NSIM
665
North Star Investment Management
Illinois
$518K -$46.7K -1,785 -8%
SWA
666
Stratos Wealth Advisors
Ohio
$517K -$12.7K -486 -2%
RMCM
667
Reynders McVeigh Capital Management
Massachusetts
$516K -$23.5K -900 -4%
SCA
668
Sippican Capital Advisors
Massachusetts
$515K +$33.3K +1,275 +7%
SFC
669
Strategic Financial Concepts
Texas
$515K -$10.1K -385 -2%
CNBTD
670
Citizens National Bank Trust Department
Mississippi
$514K
KWMG
671
King Wealth Management Group
Florida
$514K
GC
672
Guggenheim Capital
Illinois
$514K +$37.7K +1,442 +8%
NL
673
NWAM LLC
Washington
$512K +$2.06K +79 +0.4%
MCCA
674
Mill Creek Capital Advisors
Pennsylvania
$506K -$821K -31,416 -62%
MA
675
Modus Advisors
Minnesota
$504K

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.