EPD icon

Enterprise Products Partners
EPD

Overview Fund Activity

1,203 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, 432 increasing their positions, 353 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,203
Holders Change
+25
Holders Change %
+2.12%
% of All Funds
18.97%
Holding in Top 10
70
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.1%
New
87
Increased
432
Reduced
353
Closed
53
Calls
$272M
Puts
$150M
Net Calls
+$122M
Net Calls Change
-$52.8M

Top Buyers

1
BC
Brookfield Corp
Ontario, Canada
+$105M
2
TCA
Tortoise Capital Advisors
Kansas
+$102M
3
Blackstone Inc
Blackstone Inc
New York
+$65.1M
4
IG
ING Group
Netherlands
+$38.5M
5
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$30.8M

Top Sellers

1
BlackRock
BlackRock
New York
-$107M
2
Barclays
Barclays
United Kingdom
-$65M
3
UBS Group
UBS Group
Switzerland
-$64.2M
4
Citigroup
Citigroup
New York
-$62.2M
5
Morgan Stanley
Morgan Stanley
New York
-$41.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CH
701
Canton Hathaway
Rhode Island
$464K – – –
DJSG
702
D.J. St. Germain
Massachusetts
$463K +$463K +17,570 New
VCM
703
Violich Capital Management
California
$462K – – –
EWM
704
Evermay Wealth Management
Virginia
$461K +$32.6K +1,236 +8%
CAM
705
Cresset Asset Management
Illinois
$459K +$23.2K +880 +5%
MWM
706
Modera Wealth Management
New Jersey
$458K +$458K +17,390 New
KFGK
707
Keystone Financial Group (Kentucky)
Kentucky
$458K +$458K +17,377 New
DAM
708
Delta Asset Management
Tennessee
$456K – – –
MA
709
MONECO Advisors
Connecticut
$456K +$1.21K +46 +0.3%
EWM
710
Executive Wealth Management
Michigan
$455K -$10.4K -395 -2%
AC
711
Addison Capital
Pennsylvania
$454K +$474 +18 +0.1%
WPIC
712
White Pine Investment Company
Michigan
$453K – – –
Lazard Asset Management
713
Lazard Asset Management
New York
$453K +$129K +4,912 +40%
RCAG
714
Rehmann Capital Advisory Group
Michigan
$451K +$18.8K +713 +4%
SWM
715
Salvus Wealth Management
New Jersey
$449K +$79 +3 +0%
PP
716
Patten & Patten
Tennessee
$449K +$14.8K +563 +3%
ERIM
717
Eagle Ridge Investment Management
Connecticut
$448K – – –
VCAM
718
Van Cleef Asset Management
Ohio
$447K -$10.5K -400 -2%
RFA
719
Register Financial Advisors
Georgia
$446K -$49.8K -1,888 -10%
MFG
720
MidWestOne Financial Group
Iowa
$445K +$28.3K +1,074 +7%
SFO
721
Stokes Family Office
Louisiana
$441K – – –
AB
722
Atlas Brown
Kentucky
$440K – – –
CWP
723
Curated Wealth Partners
California
$439K – – –
CWM
724
Collaborative Wealth Management
Florida
$438K -$12.8K -487 -3%
DLA
725
Douglas Lane & Associates
New York
$438K -$58K -2,200 -12%
27 28
29
30 31