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Enterprise Products Partners

1,275 hedge funds and large institutions have $15.4B invested in Enterprise Products Partners in 2023 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 447 increasing their positions, 364 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,275
Holders Change
+62
Holders Change %
+5.11%
% of All Funds
18.69%
Holding in Top 10
65
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-8.45%
% of All Funds
0.95%
New
140
Increased
447
Reduced
364
Closed
58
Calls
$309M
Puts
$184M
Net Calls
+$124M
Net Calls Change
-$51.3M
Name Holding Trade Value Shares
Change
Shares
Change %
PJSIMP
726
P.J. Schmidt Investment Management (PJS)
Wisconsin
$487K
TTWM
727
TCV Trust & Wealth Management
Virginia
$486K -$60.6K -2,300 -11%
FG
728
Fiduciary Group
Georgia
$486K +$24.9K +944 +5%
CA
729
Clearstead Advisors
Ohio
$484K -$410K -15,561 -46%
WAM
730
Weinberger Asset Management
California
$481K
BWP
731
BSW Wealth Partners
Colorado
$481K +$2.77K +105 +0.6%
NB
732
NBT Bank
New York
$479K +$479K +18,190 New
FMWA
733
Forvis Mazars Wealth Advisors
Missouri
$477K +$54.8K +2,079 +13%
GC
734
Guggenheim Capital
Illinois
$477K +$16.2K +614 +4%
AWM
735
Angeles Wealth Management
California
$474K +$178K +6,748 +60%
AMG
736
Advisors Management Group
Wisconsin
$473K
TAM
737
Townsend Asset Management
North Carolina
$471K +$57.5K +2,181 +14%
CAG
738
Crestwood Advisors Group
Massachusetts
$466K
CA
739
Callahan Advisors
Texas
$465K -$93.1K -3,534 -17%
CH
740
Canton Hathaway
Rhode Island
$464K
MW
741
Marcum Wealth
Ohio
$463K +$8.64K +328 +2%
BCM
742
Bluefin Capital Management
New York
$461K -$73.4K -2,800 -14%
EWM
743
Evermay Wealth Management
Virginia
$461K
WWP
744
WR Wealth Planners
Missouri
$458K -$26.4K -1,000 -5%
GLA
745
Good Life Advisors
Pennsylvania
$458K -$36.8K -1,397 -7%
RFA
746
Register Financial Advisors
Georgia
$456K +$10.5K +397 +2%
AC
747
Addison Capital
Pennsylvania
$455K +$26 +1 +0%
SCM
748
Steele Capital Management
Iowa
$454K +$454K +17,242 New
MHS
749
M Holdings Securities
Oregon
$454K -$5.17K -196 -1%
EWM
750
Executive Wealth Management
Michigan
$454K +$6.59K +250 +1%