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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
EP
701
Eudaimonia Partners
Tennessee
$470K +$157 +6 +0%
CH
702
Canton Hathaway
Rhode Island
$464K
DJSG
703
D.J. St. Germain
Massachusetts
$463K +$459K +17,570 New
VCM
704
Violich Capital Management
California
$462K
EWM
705
Evermay Wealth Management
Virginia
$461K +$32.3K +1,236 +8%
CAM
706
Cresset Asset Management
Illinois
$459K +$23K +880 +5%
MWM
707
Modera Wealth Management
New Jersey
$458K +$455K +17,390 New
KFGK
708
Keystone Financial Group (Kentucky)
Kentucky
$458K +$454K +17,377 New
DAM
709
Delta Asset Management
Tennessee
$456K
MA
710
MONECO Advisors
Connecticut
$456K +$1.2K +46 +0.3%
EWM
711
Executive Wealth Management
Michigan
$455K -$10.3K -395 -2%
AC
712
Addison Capital
Pennsylvania
$454K +$470 +18 +0.1%
WPIC
713
White Pine Investment Company
Michigan
$453K
Lazard Asset Management
714
Lazard Asset Management
New York
$453K +$128K +4,912 +40%
RCAG
715
Rehmann Capital Advisory Group
Michigan
$451K +$18.6K +713 +4%
SWM
716
Salvus Wealth Management
New Jersey
$449K +$78 +3 +0%
PP
717
Patten & Patten
Tennessee
$449K +$14.7K +563 +3%
ERIM
718
Eagle Ridge Investment Management
Connecticut
$448K
VCAM
719
Van Cleef Asset Management
Ohio
$447K -$10.5K -400 -2%
RFA
720
Register Financial Advisors
Georgia
$446K -$49.3K -1,888 -10%
MFG
721
MidWestOne Financial Group
Iowa
$445K +$28.1K +1,074 +7%
SFO
722
Stokes Family Office
Louisiana
$441K
AB
723
Atlas Brown
Kentucky
$440K
CWP
724
Curated Wealth Partners
California
$439K
CWM
725
Collaborative Wealth Management
Florida
$438K -$12.7K -487 -3%

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.