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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
NGA
876
Naples Global Advisors
Florida
$299K -$20.9K -800 -7%
AWM
877
Angeles Wealth Management
California
$296K +$30.1K +1,150 +11%
SLG
878
Stanley-Laman Group
Pennsylvania
$295K +$293K +11,204 New
NW
879
NewEdge Wealth
Pennsylvania
$294K +$60.1K +2,300 +26%
AIM
880
Arcadia Investment Management
Michigan
$294K
LA
881
LexAurum Advisors
Kansas
$292K -$1.91K -73 -0.7%
STA
882
Summit Trail Advisors
New York
$290K
ACL
883
Applied Capital LLC
Florida
$290K +$287K +10,987 New
LFG
884
Larson Financial Group
Missouri
$289K -$10.8K -415 -4%
CIC
885
Chase Investment Counsel
Virginia
$289K
CWM
886
Congress Wealth Management
Massachusetts
$289K +$2.61K +100 +0.9%
MA
887
MKT Advisors
California
$287K -$9.15K -350 -3%
FANJ
888
Financial Architects (New Jersey)
New Jersey
$286K +$5.17K +198 +2%
CA
889
Crumly & Associates
Illinois
$286K +$3.58K +137 +1%
AIFAIM
890
American Institute for Advanced Investment Management
Arizona
$286K -$34.8K -1,330 -11%
CM
891
CoreCommodity Management
Connecticut
$286K
JSW
892
Journey Strategic Wealth
New Jersey
$286K +$2.09K +80 +0.7%
CFO
893
CVA Family Office
Colorado
$286K +$157 +6 +0.1%
SNBOSCI
894
Security National Bank of Sioux City Iowa
Iowa
$285K +$283K +10,814 New
LSAG
895
Lake Street Advisors Group
New Hampshire
$284K +$282K +10,784 New
CWA
896
Consilium Wealth Advisory
Texas
$283K
CCFM
897
Clear Creek Financial Management
Washington
$282K -$25.9K -992 -8%
BPFA
898
Barnes Pettey Financial Advisors
Mississippi
$282K -$32.4K -1,240 -10%
WWM
899
Western Wealth Management
Colorado
$281K +$12.3K +470 +5%
BJL
900
Brighton Jones LLC
Washington
$281K +$1.86K +71 +0.7%

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.