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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 %
PC
776
Port Capital
Illinois
$417K – – –
ACM
777
Adalta Capital Management
New York
$417K +$2.74K +100 +0.7%
JIP
778
Jaffetilchin Investment Partners
Florida
$417K +$9.99K +365 +2%
SAM
779
SignalPoint Asset Management
Missouri
$416K +$4.82K +176 +1%
ISL
780
Ingalls & Snyder LLC
New York
$415K -$7.53K -275 -2%
MLL
781
Moody Lynn & Lieberson
Massachusetts
$413K +$5.42K +198 +1%
SW
782
SVB Wealth
Massachusetts
$409K +$76.4K +2,793 +23%
DAM
783
Diamant Asset Management
Connecticut
$407K – – –
ZA
784
Zazove Associates
Nevada
$403K – – –
JWM
785
Jeppson Wealth Management
California
$401K +$56.8K +2,075 +16%
OHIS
786
Oak Harvest Investment Services
Texas
$399K +$5.31K +194 +1%
MWM
787
Modera Wealth Management
New Jersey
$398K -$77.5K -2,831 -16%
ONSWM
788
Old North State Wealth Management
North Carolina
$398K +$7.36K +269 +2%
GAM
789
Gould Asset Management
California
$397K -$52.6K -1,922 -12%
CRI
790
Colonial River Investments
Virginia
$395K +$56.4K +2,062 +17%
WAAG
791
Wealth Alliance Advisory Group
Kansas
$393K +$1.23K +45 +0.3%
CPP
792
Capasso Planning Partners
South Carolina
$393K – – –
HIA
793
Harbor Investment Advisory
Maryland
$392K – – –
MPCG
794
Matrix Private Capital Group
New York
$390K – – –
ATPW
795
Ashton Thomas Private Wealth
Arizona
$388K -$54.6K -1,996 -12%
PGIM
796
Pacific Global Investment Management
California
$387K – – –
LNWWM
797
Laird Norton Wetherby Wealth Management
California
$381K -$53.2K -1,942 -12%
SIA
798
Schear Investment Advisers
Ohio
$381K – – –
ACG
799
Allen Capital Group
Nebraska
$380K +$6.96K +256 +2%
ECM
800
Estabrook Capital Management
New York
$380K – – –
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