EPD icon

Enterprise Products Partners

1,003 hedge funds and large institutions have $12.8B invested in Enterprise Products Partners in 2020 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 311 increasing their positions, 365 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,003
Holders Change
+45
Holders Change %
+4.7%
% of All Funds
17.8%
Holding in Top 10
56
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.69%
% of All Funds
0.99%
New
138
Increased
311
Reduced
365
Closed
80
Calls
$228M
Puts
$169M
Net Calls
+$58.9M
Net Calls Change
+$19.1M
Name Holding Trade Value Shares
Change
Shares
Change %
PWM
851
Perigon Wealth Management
California
$123K +$123K +6,280 New
FWM
852
Focused Wealth Management
New York
$122K +$62.7K +3,200 +106%
PWA
853
Phoenix Wealth Advisors
North Carolina
$122K +$122K +6,215 New
BCA
854
Berman Capital Advisors
Georgia
$119K +$2.72K +140 +2%
FHC
855
First Horizon Corporation
Tennessee
$117K
GAM
856
Gemmer Asset Management
California
$117K +$4.01K +204 +4%
WLPWM
857
Walled Lake Planning & Wealth Management
Illinois
$114K
LWCFA
858
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$113K
CWP
859
Concord Wealth Partners
Virginia
$112K +$112K +5,740 New
PO
860
Private Ocean
California
$109K +$9.79K +500 +10%
PG
861
Proffitt & Goodson
Tennessee
$107K
PCIA
862
Prime Capital Investment Advisors
Kansas
$107K +$68.5K +3,495 +178%
CWC
863
Carolinas Wealth Consulting
North Carolina
$106K -$9.19K -471 -8%
EFSCE
864
Enterprise Financial Services Corp (EFSC)
Missouri
$105K
AWM
865
Avondale Wealth Management
Texas
$104K -$42.3K -2,150 -29%
BFEC
866
Benjamin F. Edwards & Company
Missouri
$104K -$21.6K -1,104 -17%
JFGIW
867
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$103K
MF
868
Manchester Financial
California
$99K +$47.9K +2,450 +94%
SM
869
SG3 Management
Puerto Rico
$98K +$98K +5,000 New
TC
870
Truvestments Capital
Florida
$93K +$21.7K +1,116 +30%
IAS
871
IMA Advisory Services
Colorado
$92K +$2.17K +110 +2%
HWA
872
HHM Wealth Advisors
Tennessee
$89K
HFA
873
HC Financial Advisors
California
$86K -$19.5K -1,000 -19%
HCM
874
Horrell Capital Management
Arkansas
$86K
Skandinaviska Enskilda Banken (SEB)
875
Skandinaviska Enskilda Banken (SEB)
Sweden
$84K