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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 %
SAM
851
Sequent Asset Management
Texas
$317K – – –
SG
852
Somerset Group
Minnesota
$316K – – –
SWM
853
Silverlake Wealth Management
Vermont
$316K +$7.91K +300 +3%
PWP
854
Principle Wealth Partners
Connecticut
$316K -$68.9K -2,615 -18%
PHIMC
855
Private Harbour Investment Management & Counsel
Ohio
$316K -$26.4K -1,000 -8%
FCMT
856
Founders Capital Management (Texas)
Texas
$314K – – –
CA
857
Cornerstone Advisory
Maryland
$314K – – –
LWM
858
Laidlaw Wealth Management
New York
$313K -$5.53K -210 -2%
SFA
859
Sequoia Financial Advisors
Ohio
$311K -$197K -7,491 -39%
BFG
860
Beacon Financial Group
Texas
$311K +$501 +19 +0.2%
PMFA
861
Plante Moran Financial Advisors
Michigan
$311K – – –
MCA
862
MSH Capital Advisors
Arizona
$311K +$106K +4,033 +52%
LFGO
863
Legacy Financial Group (Oklahoma)
Oklahoma
$309K – – –
ATWA
864
Arbor Trust Wealth Advisors
Michigan
$309K -$39.5K -1,500 -11%
FC
865
Fulcrum Capital
Washington
$308K – – –
WE
866
Wealth Effects
Massachusetts
$308K -$896 -34 -0.3%
EWM
867
Empirical Wealth Management
Washington
$305K +$305K +11,583 New
PPP
868
Private Portfolio Partners
New Jersey
$305K -$40.3K -1,530 -12%
AWM
869
AllSquare Wealth Management
New York
$304K – – –
TIM
870
Thompson Investment Management
Wisconsin
$304K – – –
Koshinski Asset Management
871
Koshinski Asset Management
Illinois
$303K +$46.5K +1,764 +18%
NHFG
872
New Harbor Financial Group
Massachusetts
$302K -$1.32K -50 -0.4%
RA
873
RFG Advisory
Alabama
$301K +$5.22K +198 +2%
NGA
874
Naples Global Advisors
Florida
$299K -$21.1K -800 -7%
AWM
875
Angeles Wealth Management
California
$296K +$30.3K +1,150 +11%
33 34
35
36 37