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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
AF
851
Allworth Financial
California
$319K +$13.4K +513 +4%
AWS
852
Arkfeld Wealth Strategies
Nebraska
$318K +$523 +20 +0.2%
SAM
853
Sequent Asset Management
Texas
$317K
SG
854
Somerset Group
Minnesota
$316K
SWM
855
Silverlake Wealth Management
Vermont
$316K +$7.84K +300 +3%
PWP
856
Principle Wealth Partners
Connecticut
$316K -$68.3K -2,615 -18%
PHIMC
857
Private Harbour Investment Management & Counsel
Ohio
$316K -$26.1K -1,000 -8%
FCMT
858
Founders Capital Management (Texas)
Texas
$314K
CA
859
Cornerstone Advisory
Maryland
$314K
LWM
860
Laidlaw Wealth Management
New York
$313K -$5.49K -210 -2%
SFA
861
Sequoia Financial Advisors
Ohio
$311K -$196K -7,491 -39%
BFG
862
Beacon Financial Group
Texas
$311K +$497 +19 +0.2%
PMFA
863
Plante Moran Financial Advisors
Michigan
$311K
MCA
864
MSH Capital Advisors
Arizona
$311K +$105K +4,033 +52%
LFGO
865
Legacy Financial Group (Oklahoma)
Oklahoma
$309K
ATWA
866
Arbor Trust Wealth Advisors
Michigan
$309K -$39.2K -1,500 -11%
FC
867
Fulcrum Capital
Washington
$308K
WE
868
Wealth Effects
Massachusetts
$308K -$889 -34 -0.3%
EWM
869
Empirical Wealth Management
Washington
$305K +$303K +11,583 New
PPP
870
Private Portfolio Partners
New Jersey
$305K -$40K -1,530 -12%
AWM
871
AllSquare Wealth Management
New York
$304K
TIM
872
Thompson Investment Management
Wisconsin
$304K
Koshinski Asset Management
873
Koshinski Asset Management
Illinois
$303K +$46.1K +1,764 +18%
NHFG
874
New Harbor Financial Group
Massachusetts
$302K -$1.31K -50 -0.4%
RA
875
RFG Advisory
Alabama
$301K +$5.17K +198 +2%

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.