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Enterprise Products Partners

1,213 hedge funds and large institutions have $15.8B invested in Enterprise Products Partners in 2023 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 458 increasing their positions, 333 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,213
Holders Change
+10
Holders Change %
+0.83%
% of All Funds
19.34%
Holding in Top 10
71
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.43%
% of All Funds
1.13%
New
82
Increased
458
Reduced
333
Closed
52
Calls
$343M
Puts
$167M
Net Calls
+$176M
Net Calls Change
+$53.7M
Name Holding Trade Value Shares
Change
Shares
Change %
CDH
676
Charles D. Hyman
$534K -$14.5K -531 -3%
KWMG
677
King Wealth Management Group
Florida
$534K
APP
678
Avantax Planning Partners
Iowa
$534K +$308K +11,250 +136%
ACL
679
Applied Capital LLC
Florida
$533K +$233K +8,500 +77%
GIA
680
Gladstone Institutional Advisory
Florida
$531K +$167K +6,084 +46%
MWM
681
Mission Wealth Management
California
$531K +$531K +19,406 New
BW
682
Bison Wealth
Georgia
$525K +$4.57K +167 +0.9%
SIS
683
Sound Income Strategies
Florida
$525K +$11.8K +430 +2%
MA
684
Modus Advisors
Minnesota
$524K
OSAM
685
O'Shaughnessy Asset Management
Connecticut
$522K
TWM
686
Tradition Wealth Management
Minnesota
$519K +$5.83K +213 +1%
CA
687
Continuum Advisory
Idaho
$516K +$142K +5,175 +38%
Lazard Asset Management
688
Lazard Asset Management
New York
$515K +$43.9K +1,606 +9%
GLA
689
Good Life Advisors
Pennsylvania
$514K -$31.8K -1,161 -6%
WCA
690
Westover Capital Advisors
Delaware
$513K
HVP
691
Hudson Value Partners
Florida
$512K
Bank of Montreal
692
Bank of Montreal
Ontario, Canada
$512K -$27.8K -1,031 -5%
DJSG
693
D.J. St. Germain
Massachusetts
$512K +$30.9K +1,130 +6%
HCM
694
Hodges Capital Management
Texas
$511K +$511K +18,667 New
Amundi
695
Amundi
France
$511K
AFG
696
Albion Financial Group
Utah
$509K +$230K +8,395 +82%
HA
697
HFG Advisors
Ohio
$507K +$103K +3,770 +26%
SMG
698
Smart Money Group
Texas
$506K +$96.7K +3,533 +24%
KFGK
699
Keystone Financial Group (Kentucky)
Kentucky
$504K +$28.4K +1,036 +6%
WWP
700
WR Wealth Planners
Missouri
$504K