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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
SRC
751
Shufro Rose & Co
New York
$423K
NRG
752
Nemes Rush Group
Michigan
$423K +$419K +16,036 New
HR
753
Howe & Rusling
New York
$422K +$418K +15,996 New
CA
754
Clearstead Advisors
Ohio
$421K +$35.9K +1,372 +9%
NP
755
NorthRock Partners
Minnesota
$420K -$249K -9,545 -37%
TGAM
756
TBH Global Asset Management
Tennessee
$420K
RWA
757
Ropes Wealth Advisors
Massachusetts
$420K +$107K +4,086 +34%
WT
758
Washington Trust
Rhode Island
$419K
LNWWM
759
Laird Norton Wetherby Wealth Management
California
$418K -$91.5K -3,500 -18%
IA
760
Insight Advisors
Pennsylvania
$417K
AIP
761
Almanack Investment Partners
Pennsylvania
$410K -$105K -4,000 -20%
WPP
762
Whalerock Point Partners
Rhode Island
$410K
IGWM
763
ICA Group Wealth Management
Colorado
$409K
CCMW
764
Cypress Capital Management (Wyoming)
Wyoming
$407K -$41.8K -1,600 -9%
SA
765
Strategic Advisors
New York
$406K +$2.46K +94 +0.6%
ISL
766
Ingalls & Snyder LLC
New York
$406K -$7.45K -285 -2%
KC
767
Kingfisher Capital
North Carolina
$406K +$1.18K +45 +0.3%
TAM
768
Townsend Asset Management
North Carolina
$406K +$22.5K +859 +6%
KC
769
Kenfarb & Co
Kentucky
$406K
Allspring Global Investments
770
Allspring Global Investments
North Carolina
$405K -$902K -34,523 -69%
AT
771
Arvest Trust
Oklahoma
$405K +$399K +15,283 New
PC
772
Port Capital
Illinois
$402K +$157K +6,000 +65%
IWA
773
Intercontinental Wealth Advisors
Texas
$400K +$706 +27 +0.2%
ACM
774
Adalta Capital Management
New York
$399K
DT
775
Diversified Trust
Tennessee
$398K +$114K +4,355 +41%

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.