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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 %
OWA
901
Outlook Wealth Advisors
Texas
$280K +$44.8K +1,700 +19%
HCA
902
Hyperion Capital Advisors
New York
$279K – – –
SEP
903
Southland Equity Partners
Missouri
$279K +$975 +37 +0.4%
FAT
904
First American Trust
California
$279K -$248K – –
BSA
905
Bull Street Advisors
Georgia
$278K – – –
AF
906
Advisornet Financial
Minnesota
$277K +$2.37K +90 +0.9%
TNBTD
907
Trustmark National Bank Trust Department
Mississippi
$277K – – –
CCA
908
Checchi Capital Advisers
California
$277K – – –
PWP
909
Phillips Wealth Planners
Mississippi
$277K +$685 +26 +0.2%
PWLP
910
Prio Wealth Limited Partnership
Massachusetts
$276K – – –
SWP
911
Strategic Wealth Partners
Ohio
$275K -$10.3K -390 -4%
KAS
912
Kestra Advisory Services
Texas
$275K +$275K +10,441 New
MCM
913
MV Capital Management
Maryland
$275K – – –
NAS
914
Nicolet Advisory Services
Wisconsin
$272K +$6.54K +248 +2%
WC
915
Waterloo Capital
Texas
$272K +$3.4K +129 +1%
MA
916
MCF Advisors
Kentucky
$272K – – –
CW
917
Channel Wealth
California
$271K +$65.9K +2,500 +32%
WAOI
918
Wealth Advisors of Iowa
Iowa
$271K -$52.6K -1,997 -16%
UCIG
919
Ulrich Consultants & Investment Group
New Mexico
$270K – – –
AFG
920
Albion Financial Group
Utah
$268K -$49.6K -1,882 -16%
AGA
921
Arkos Global Advisors
Texas
$268K +$47.7K +1,810 +22%
CG
922
Cynosure Group
Utah
$268K +$268K +10,160 New
SIG
923
Stonegate Investment Group
Alabama
$266K +$12.4K +469 +5%
HIP
924
HUB Investment Partners
Texas
$266K +$18K +682 +7%
WG
925
Welch Group
Alabama
$266K +$1.79K +68 +0.7%
35 36
37
38 39