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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
Truist Financial
51
Truist Financial
North Carolina
$54M -$786K -30,054 -1%
Jennison Associates
52
Jennison Associates
New York
$51.3M +$5.33M +203,789 +12%
P3I
53
Progeny 3 Inc
Washington
$50.3M +$1.03M +39,584 +2%
EGA
54
Eagle Global Advisors
Texas
$48.4M +$396K +15,140 +0.8%
NC
55
Nicholas Company
Wisconsin
$48.1M
ICA
56
Infrastructure Capital Advisors
New York
$48.1M +$5.35M +204,718 +13%
WJWM
57
Williams Jones Wealth Management
New York
$47.7M +$56.7K +2,168 +0.1%
TYCC
58
Texas Yale Capital Corp
Florida
$42.9M +$451K +17,265 +1%
CPIG
59
Chicago Partners Investment Group
Illinois
$41.6M -$1.27M -48,768 -3%
USCWA
60
U.S. Capital Wealth Advisors
Texas
$40.6M +$541K +20,707 +1%
MSRPS
61
Maryland State Retirement & Pension System
Maryland
$40.5M +$1.19M +45,637 +3%
NIM
62
NXG Investment Management
Texas
$38.8M -$6.62M -253,276 -15%
BG
63
Bollard Group
Massachusetts
$38M +$628K +24,009 +2%
Corient Private Wealth
64
Corient Private Wealth
Florida
$37.4M +$5.45M +208,443 +17%
Rockefeller Capital Management
65
Rockefeller Capital Management
New York
$37.4M -$30.6K -1,169 -0.1%
AP
66
Americana Partners
Texas
$37.3M -$689K -26,345 -2%
Victory Capital Management
67
Victory Capital Management
Texas
$37.1M -$5.36M -204,940 -13%
OA
68
Oxbow Advisors
Texas
$36.8M +$808K +30,912 +2%
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
$35.2M -$886K -33,897 -2%
PDM
70
Penn Davis McFarland
Texas
$32.2M +$149K +5,692 +0.5%
Osaic Holdings
71
Osaic Holdings
Arizona
$30.3M +$663K +25,357 +2%
Mariner
72
Mariner
Kansas
$29.2M +$206K +7,899 +0.7%
TC
73
Tetrad Corporation
Nebraska
$29M
ECM
74
Evergreen Capital Management
Washington
$28.3M +$143K +5,489 +0.5%
PTC
75
Petrus Trust Company
Texas
$27.8M

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.