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Enterprise Products Partners
EPD

Overview Fund Activity

1,169 hedge funds and large institutions have $14.3B invested in Enterprise Products Partners in 2022 Q4 according to their latest regulatory filings, with 139 funds opening new positions, 443 increasing their positions, 284 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,169
Holders Change
+43
Holders Change %
+3.82%
% of All Funds
18.86%
Holding in Top 10
65
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.41%
% of All Funds
1.05%
New
139
Increased
443
Reduced
284
Closed
72
Calls
$320M
Puts
$185M
Net Calls
+$135M
Net Calls Change
-$21.6M

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
+$631M
2
WHG
Westwood Holdings Group
Texas
+$134M
3
Citigroup
Citigroup
New York
+$85.7M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$80.7M
5
Morgan Stanley
Morgan Stanley
New York
+$74.8M

Top Sellers

1
Blackstone Inc
Blackstone Inc
New York
-$544M
2
PI
Putnam Investments
Massachusetts
-$169M
3
Bank of America
Bank of America
North Carolina
-$33.3M
4
First Eagle Investment Management
First Eagle Investment Management
New York
-$32.3M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$30.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
801
Bristlecone Advisors
Washington
$313K – – –
KJWM
802
Kiley Juergens Wealth Management
Washington
$312K +$312K +12,946 New
CA
803
Cornerstone Advisory
Maryland
$311K +$311K +12,910 New
AWM
804
Axxcess Wealth Management
California
$310K +$310K +12,854 New
PK
805
Pflug Koory
Nebraska
$309K – – –
CFG
806
Citizens Financial Group
Rhode Island
$307K +$307K +12,745 New
RHP
807
Royal Harbor Partners
Texas
$306K – – –
WAOI
808
Wealth Advisors of Iowa
Iowa
$304K +$8.11K +336 +3%
MCM
809
Magnolia Capital Management
New York
$302K – – –
EWM
810
Endurance Wealth Management
Rhode Island
$301K – – –
OWA
811
Outlook Wealth Advisors
Texas
$299K – – –
FG
812
Fiduciary Group
Georgia
$299K +$12.1K +502 +4%
ACI
813
Alpha Cubed Investments
California
$299K -$48K -1,990 -14%
RWA
814
Ropes Wealth Advisors
Massachusetts
$297K -$2.89K -120 -1%
Lazard Asset Management
815
Lazard Asset Management
New York
$297K -$95K -3,941 -24%
CRI
816
Colonial River Investments
Virginia
$296K +$13.1K +545 +5%
BONH
817
Bank of New Hampshire
New Hampshire
$295K – – –
ONSWM
818
Old North State Wealth Management
North Carolina
$293K +$22.1K +918 +8%
Wolverine Trading
819
Wolverine Trading
Illinois
$293K -$1.2M -49,931 -80%
AFG
820
Albion Financial Group
Utah
$291K +$20.5K +850 +8%
SG
821
Somerset Group
Minnesota
$289K – – –
APW
822
Austin Private Wealth
Texas
$289K – – –
IAMOG
823
Investors Asset Management of Georgia
Georgia
$288K +$386 +16 +0.1%
PAS
824
Park Avenue Securities
New York
$288K +$51.1K +2,119 +22%
BPFA
825
Barnes Pettey Financial Advisors
Mississippi
$288K – – –
31 32
33
34 35