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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
FAIM
676
Financial Advocates Investment Management
Washington
$504K -$19.2K -734 -4%
OSAM
677
O'Shaughnessy Asset Management
Connecticut
$502K +$498K +19,065 New
BW
678
Bison Wealth
Georgia
$501K +$194K +7,439 +64%
HCM
679
Hodges Capital Management
Texas
$501K -$537K -20,535 Closed
LSA
680
Lion Street Advisors
Texas
$500K +$6.04K +231 +1%
PP
681
Pegasus Partners
Wisconsin
$499K
BCI
682
Brinker Capital Investments
Pennsylvania
$498K -$57.3K -2,191 -10%
OPS
683
Orion Portfolio Solutions
Nebraska
$498K -$57.3K -2,191 -10%
CCG
684
Cypress Capital Group
Florida
$497K +$217K +8,308 +79%
FNBT
685
FineMark National Bank & Trust
Florida
$495K +$12.1K +464 +3%
DIP
686
Davis Investment Partners
North Carolina
$494K +$480K +18,376 New
SIS
687
Sound Income Strategies
Florida
$494K +$1.49K +57 +0.3%
TWM
688
Tradition Wealth Management
Minnesota
$494K +$3.45K +132 +0.7%
WCA
689
Westover Capital Advisors
Delaware
$494K -$18K -689 -4%
HVP
690
Hudson Value Partners
Florida
$493K
Amundi
691
Amundi
France
$491K
AMG
692
Advisors Management Group
Wisconsin
$490K
TTWM
693
TCV Trust & Wealth Management
Virginia
$486K +$52.3K +2,000 +12%
WWP
694
WR Wealth Planners
Missouri
$485K -$48.4K -1,850 -9%
BC
695
Burney Company
Virginia
$483K +$967 +37 +0.2%
PJSIMP
696
P.J. Schmidt Investment Management (PJS)
Wisconsin
$482K
WAM
697
Weinberger Asset Management
California
$481K -$91.5K -3,500 -16%
FPAS
698
Focus Partners Advisor Solutions
Missouri
$477K +$149K +5,682 +46%
BWP
699
BSW Wealth Partners
Colorado
$475K -$5.23K -200 -1%
BW
700
BIP Wealth
Georgia
$475K -$24.3K -931 -5%

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.