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Enterprise Products Partners
EPD

Overview Fund Activity

1,213 hedge funds and large institutions have $15.8B invested in Enterprise Products Partners in 2023 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 458 increasing their positions, 333 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,213
Holders Change
+10
Holders Change %
+0.83%
% of All Funds
19.34%
Holding in Top 10
71
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.43%
% of All Funds
1.13%
New
82
Increased
458
Reduced
333
Closed
52
Calls
$343M
Puts
$167M
Net Calls
+$176M
Net Calls Change
+$53.7M

Top Buyers

1
AA
ALPS Advisors
Colorado
$1.04B
2
Goldman Sachs
Goldman Sachs
New York
$631M
3
Blackstone Inc
Blackstone Inc
New York
$633M
4
American Century Companies
American Century Companies
Missouri
$474M
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$264M

Top Sellers

1
MB
Marquard & Bahls
Germany
$808M
2
Morgan Stanley
Morgan Stanley
New York
$457M
3
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$296M
4
WHG
Westwood Holdings Group
Texas
$125M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$382M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
851
Sequent Asset Management
Texas
$329K – – –
APW
852
Austin Private Wealth
Texas
$328K -$3.64K -133 -1%
AWM
853
AllSquare Wealth Management
New York
$328K – – –
SG
854
Somerset Group
Minnesota
$328K – – –
PWP
855
Principle Wealth Partners
Connecticut
$328K – – –
PHIMC
856
Private Harbour Investment Management & Counsel
Ohio
$328K – – –
EWM
857
Empirical Wealth Management
Washington
$328K +$10.6K +386 +3%
PMFA
858
Plante Moran Financial Advisors
Michigan
$323K – – –
LSAG
859
Lake Street Advisors Group
New Hampshire
$322K +$26.8K +979 +9%
PWP
860
Phillips Wealth Planners
Mississippi
$322K +$32.3K +1,172 +11%
WAOTB
861
Wealth Advisors of Tampa Bay
Florida
$322K +$322K +11,750 New
LFGO
862
Legacy Financial Group (Oklahoma)
Oklahoma
$321K – – –
ATWA
863
Arbor Trust Wealth Advisors
Michigan
$321K – – –
FC
864
Fulcrum Capital
Washington
$320K – – –
WE
865
Wealth Effects
Massachusetts
$320K – – –
TIM
866
Thompson Investment Management
Wisconsin
$315K – – –
AWS
867
Arkfeld Wealth Strategies
Nebraska
$314K -$11.6K -426 -4%
RA
868
RFG Advisory
Alabama
$313K +$684 +25 +0.2%
Fisher Asset Management
869
Fisher Asset Management
Washington
$312K -$31.1K -1,138 -9%
CAI
870
Capital Advisors Inc
Oklahoma
$312K -$69.4K -2,534 -18%
AF
871
Advisornet Financial
Minnesota
$311K +$23.2K +847 +8%
NGA
872
Naples Global Advisors
Florida
$310K – – –
MCM
873
Magnolia Capital Management
New York
$309K -$33.5K -1,225 -10%
TC
874
TownSquare Capital
Utah
$309K -$84.5K -3,088 -21%
AIFAIM
875
American Institute for Advanced Investment Management
Arizona
$309K -$13.3K -448 -4%
33 34
35
36 37