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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
SAM
776
SignalPoint Asset Management
Missouri
$396K +$4.6K +176 +1%
SMG
777
Smart Money Group
Texas
$394K +$71.2K +2,723 +22%
AWM
778
Avior Wealth Management
Nebraska
$393K -$301K -11,500 -44%
MLL
779
Moody Lynn & Lieberson
Massachusetts
$393K +$389K +14,900 New
DAM
780
Diamant Asset Management
Connecticut
$392K
CD
781
Chapin Davis
Maryland
$392K +$5.23K +200 +1%
JIP
782
Jaffetilchin Investment Partners
Florida
$391K +$21.8K +834 +6%
RIA
783
Realta Investment Advisors
Delaware
$390K -$9.62K -368 -2%
HA
784
HFG Advisors
Ohio
$389K +$58.8K +2,250 +18%
ZA
785
Zazove Associates
Nevada
$388K
CAGAS
786
Capital Advisory Group Advisory Services
Minnesota
$385K +$25K +955 +7%
EWM
787
Endurance Wealth Management
Rhode Island
$384K -$55.1K -2,107 -13%
WP
788
WealthSource Partners
California
$381K +$48.5K +1,856 +15%
PAS
789
Park Avenue Securities
New York
$381K +$37.2K +1,424 +11%
OHIS
790
Oak Harvest Investment Services
Texas
$379K +$6.95K +266 +2%
TC
791
TownSquare Capital
Utah
$379K +$27.7K +1,058 +8%
CPP
792
Capasso Planning Partners
South Carolina
$378K
FWP
793
FAS Wealth Partners
Kansas
$378K -$34.7K -1,326 -8%
WAAG
794
Wealth Alliance Advisory Group
Kansas
$377K +$1.18K +45 +0.3%
HIA
795
Harbor Investment Advisory
Maryland
$377K
ONSWM
796
Old North State Wealth Management
North Carolina
$376K -$54K -2,067 -13%
MPCG
797
Matrix Private Capital Group
New York
$376K -$854K -32,680 -70%
CP
798
Castleview Partners
Texas
$375K +$601 +23 +0.2%
PGIM
799
Pacific Global Investment Management
California
$373K +$392 +15 +0.1%
WP
800
WMS Partners
Maryland
$371K

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.