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Enterprise Products Partners
EPD

Overview Fund Activity

1,203 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, 432 increasing their positions, 353 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,203
Holders Change
+25
Holders Change %
+2.12%
% of All Funds
18.97%
Holding in Top 10
70
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.1%
New
87
Increased
432
Reduced
353
Closed
53
Calls
$272M
Puts
$150M
Net Calls
+$122M
Net Calls Change
-$52.8M

Top Buyers

1
BC
Brookfield Corp
Ontario, Canada
+$105M
2
TCA
Tortoise Capital Advisors
Kansas
+$102M
3
Blackstone Inc
Blackstone Inc
New York
+$65.1M
4
IG
ING Group
Netherlands
+$38.5M
5
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$30.8M

Top Sellers

1
BlackRock
BlackRock
New York
-$107M
2
Barclays
Barclays
United Kingdom
-$65M
3
UBS Group
UBS Group
Switzerland
-$64.2M
4
Citigroup
Citigroup
New York
-$62.2M
5
Morgan Stanley
Morgan Stanley
New York
-$41.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
826
Bristlecone Advisors
Washington
$342K – – –
ACI
827
Alpha Cubed Investments
California
$341K -$12.1K -459 -3%
SSB
828
Sandy Spring Bank
Maryland
$339K +$15.8K +600 +5%
DI
829
DFPG Investments
Utah
$338K +$38.2K +1,419 +13%
PK
830
Pflug Koory
Nebraska
$337K – – –
1IA
831
1620 Investment Advisors
Massachusetts
$337K +$337K +12,782 New
AAP
832
Arax Advisory Partners
Colorado
$336K +$5.11K +194 +2%
GFS
833
GYL Financial Synergies
Connecticut
$334K -$425K -16,137 -56%
RHP
834
Royal Harbor Partners
Texas
$334K – – –
PSCM
835
Per Stirling Capital Management
Texas
$334K +$343 +13 +0.1%
JWM
836
Jeppson Wealth Management
California
$331K +$54.5K +2,070 +20%
Fisher Asset Management
837
Fisher Asset Management
Washington
$330K +$93.7K +3,554 +40%
MCM
838
Magnolia Capital Management
New York
$330K – – –
AIC
839
Archer Investment Corporation
Indiana
$329K -$225K -8,522 -41%
CRI
840
Colonial River Investments
Virginia
$326K -$12.8K -485 -4%
KTC
841
Kistler-Tiffany Companies
Pennsylvania
$325K +$281K +10,681 +640%
MPI
842
Mairs & Power Inc
Minnesota
$324K – – –
ABLA
843
Alan B. Lancz & Associates
Ohio
$324K – – –
DE
844
Day & Ennis
Georgia
$322K +$10.1K +383 +3%
FFA
845
Founders Financial Alliance
North Carolina
$322K +$322K +12,208 New
SW
846
SVB Wealth
Massachusetts
$320K -$285K -10,828 -47%
APW
847
Austin Private Wealth
Texas
$320K -$4.98K -189 -2%
TFA
848
Toth Financial Advisory
Virginia
$319K +$4.66K +177 +1%
AF
849
Allworth Financial
California
$319K +$13.5K +513 +4%
AWS
850
Arkfeld Wealth Strategies
Nebraska
$318K +$532 +20 +0.2%
32 33
34
35 36