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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
SW
826
SkyOak Wealth
Michigan
$345K -$5.23K -200 -2%
RCA
827
Resonant Capital Advisors
Wisconsin
$343K +$340K +13,000 New
BA
828
Bristlecone Advisors
Washington
$342K
ACI
829
Alpha Cubed Investments
California
$341K -$12K -459 -3%
SSB
830
Sandy Spring Bank
Maryland
$339K +$15.7K +600 +5%
DI
831
DFPG Investments
Utah
$338K +$37.1K +1,419 +13%
PK
832
Pflug Koory
Nebraska
$337K
1IA
833
1620 Investment Advisors
Massachusetts
$337K +$334K +12,782 New
AAP
834
Arax Advisory Partners
Colorado
$336K +$5.07K +194 +2%
GFS
835
GYL Financial Synergies
Connecticut
$334K -$422K -16,137 -56%
RHP
836
Royal Harbor Partners
Texas
$334K
PSCM
837
Per Stirling Capital Management
Texas
$334K +$340 +13 +0.1%
JWM
838
Jeppson Wealth Management
California
$331K +$54.1K +2,070 +20%
Fisher Asset Management
839
Fisher Asset Management
Washington
$330K +$92.9K +3,554 +40%
MCM
840
Magnolia Capital Management
New York
$330K
AIC
841
Archer Investment Corporation
Indiana
$329K -$223K -8,522 -41%
CRI
842
Colonial River Investments
Virginia
$326K -$12.7K -485 -4%
KTC
843
Kistler-Tiffany Companies
Pennsylvania
$325K +$279K +10,681 +640%
ABLA
844
Alan B. Lancz & Associates
Ohio
$324K
MPI
845
Mairs & Power Inc
Minnesota
$324K
DE
846
Day & Ennis
Georgia
$322K +$10K +383 +3%
FFA
847
Founders Financial Alliance
North Carolina
$322K +$319K +12,208 New
SW
848
SVB Wealth
Massachusetts
$320K -$283K -10,828 -47%
APW
849
Austin Private Wealth
Texas
$320K -$4.94K -189 -2%
TFA
850
Toth Financial Advisory
Virginia
$319K +$4.63K +177 +1%

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.