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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
DLA
726
Douglas Lane & Associates
New York
$438K -$57.5K -2,200 -12%
WDC
727
Woodward Diversified Capital
California
$435K -$7.84K -300 -2%
HCM
728
Howland Capital Management
Massachusetts
$435K +$13.1K +500 +3%
VF
729
Virtu Financial
New York
$434K -$888K -33,979 -67%
CM
730
Cercano Management
Washington
$433K
PSP
731
Principal Street Partners
Tennessee
$433K -$327K -12,523 -43%
HW
732
Hancock Whitney
Mississippi
$433K +$430K +16,446 New
GAM
733
Gould Asset Management
California
$433K -$2.9K -111 -0.7%
HWM
734
Heirloom Wealth Management
Colorado
$431K +$1.12K +43 +0.3%
MW
735
Marcum Wealth
Ohio
$430K +$10.7K +411 +3%
OIM
736
Oder Investment Management
California
$430K +$1.41K +54 +0.3%
GIM
737
Groesbeck Investment Management
New Jersey
$429K -$176K -6,740 -29%
NFGCM
738
Norman Fields Gottscho Capital Management
New York
$429K +$18.3K +700 +4%
NVIM
739
New Vernon Investment Management
Illinois
$429K
LEFP
740
Leading Edge Financial Planning
Tennessee
$429K -$4.91K -188 -1%
CS
741
Cannell & Spears
New York
$428K
RBC
742
Romano Brothers & Co
Illinois
$428K
DP
743
Dearborn Partners
Illinois
$428K +$25.9K +989 +6%
EAM
744
Empirical Asset Management
Massachusetts
$428K +$23.6K +902 +6%
WPC
745
Wedmont Private Capital
Pennsylvania
$427K +$444 +17 +0.1%
ATPW
746
Ashton Thomas Private Wealth
Arizona
$426K +$81.6K +3,123 +24%
MCA
747
Millennium Capital Advisors
Arkansas
$426K +$37.5K +1,436 +10%
FG
748
Fiduciary Group
Georgia
$425K +$235 +9 +0.1%
CPIA
749
Cornell Pochily Investment Advisors
New York
$424K +$497 +19 +0.1%
CHJWM
750
Carlton Hofferkamp & Jenks Wealth Management
Texas
$424K -$2.61K -100 -0.6%

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.