EPD icon

Enterprise Products Partners
EPD

Overview Fund Activity

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

Top Buyers

1
AA
ALPS Advisors
Colorado
$1.04B
2
Goldman Sachs
Goldman Sachs
New York
$631M
3
Blackstone Inc
Blackstone Inc
New York
$633M
4
American Century Companies
American Century Companies
Missouri
$474M
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$264M

Top Sellers

1
MB
Marquard & Bahls
Germany
$808M
2
Morgan Stanley
Morgan Stanley
New York
$457M
3
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$296M
4
WHG
Westwood Holdings Group
Texas
$125M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$382M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
726
Salvus Wealth Management
New Jersey
$466K +$55 +2 +0%
ERIM
727
Eagle Ridge Investment Management
Connecticut
$465K – – –
EWM
728
Executive Wealth Management
Michigan
$465K -$8.02K -293 -2%
VCAM
729
Van Cleef Asset Management
Ohio
$464K – – –
RFA
730
Register Financial Advisors
Georgia
$463K +$356 +13 +0.1%
MIM
731
MTM Investment Management
South Carolina
$459K +$90.3K +3,300 +24%
SFO
732
Stokes Family Office
Louisiana
$458K – – –
ACM
733
Advisors Capital Management
New Jersey
$458K -$90K -3,286 -16%
AB
734
Atlas Brown
Kentucky
$457K – – –
CWP
735
Curated Wealth Partners
California
$456K – – –
CWM
736
Collaborative Wealth Management
Florida
$455K – – –
DAM
737
Delta Asset Management
Tennessee
$455K -$18.5K -676 -4%
CCFCSB
738
Cape Cod Five Cents Savings Bank
Massachusetts
$453K +$226K +8,270 +100%
WDC
739
Woodward Diversified Capital
California
$452K – – –
ST
740
Smithfield Trust
Pennsylvania
$451K +$205K +7,520 +84%
HIP
741
HUB Investment Partners
Texas
$451K +$175K +6,383 +63%
CM
742
Cercano Management
Washington
$450K – – –
WP
743
WealthSource Partners
California
$449K +$53.6K +1,957 +14%
HW
744
Hancock Whitney
Mississippi
$449K -$821 -30 -0.2%
OIM
745
Oder Investment Management
California
$449K +$1.51K +55 +0.3%
DT
746
Diversified Trust
Tennessee
$448K +$34.6K +1,265 +8%
EAM
747
Empirical Asset Management
Massachusetts
$447K +$2.44K +89 +0.5%
HWM
748
Heirloom Wealth Management
Colorado
$447K -$1.18K -43 -0.3%
NFGCM
749
Norman Fields Gottscho Capital Management
New York
$446K – – –
NVIM
750
New Vernon Investment Management
Illinois
$445K – – –
28 29
30
31 32