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Enterprise Products Partners
EPD

1,182 hedge funds and large institutions have $15.2B invested in Enterprise Products Partners in 2023 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 431 increasing their positions, 332 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more call options, than puts

Call options by funds: $316M | Put options by funds: $141M

38% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 74

30% more repeat investments, than reductions

Existing positions increased: 431 | Existing positions reduced: 332

8% more funds holding in top 10

Funds holding in top 10: 65 → 70 (+5)

6% more capital invested

Capital invested by funds: $14.3B → $15.2B (+$868M)

1% more funds holding

Funds holding: 1,174 → 1,182 (+8)

0.14% more ownership

Funds ownership: 26.22% → 26.36% (+0.14%)

Holders
1,182
Holders Change
+8
Holders Change %
+0.68%
% of All Funds
18.84%
Holding in Top 10
70
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+7.69%
% of All Funds
1.12%
New
102
Increased
431
Reduced
332
Closed
74
Calls
$316M
Puts
$141M
Net Calls
+$175M
Net Calls Change
+$39.5M

Top Buyers

Rank Fund Capital Flow
1
AA
ALPS Advisors
Colorado
+$111M
2
Goldman Sachs
Goldman Sachs
New York
+$83.5M
3
JP Morgan Chase
JP Morgan Chase
New York
+$78.1M
4
IG
ING Group
Netherlands
+$67.2M
5
Bank of America
Bank of America
North Carolina
+$48.8M

Top Sellers

Rank Fund Capital Flow
1
Blackstone Inc
Blackstone Inc
New York
-$194M
2
Deutsche Bank
Deutsche Bank
Germany
-$107M
3
BC
Brookfield Corp
Ontario, Canada
-$92.3M
4
N
Natixis
France
-$50M
5
Citigroup
Citigroup
New York
-$30.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
HIP
926
HUB Investment Partners
Texas
$244K +$242K +9,411 New
TW
927
TrinityPoint Wealth
Connecticut
$244K – – –
WP
928
WealthSpring Partners
California
$244K +$668 +26 +0.3%
OFW
929
Omnia Family Wealth
Florida
$243K – – –
ACP
930
Aviance Capital Partners
Florida
$243K – – –
CAC
931
Certified Advisory Corp
Florida
$242K +$1.31K +51 +0.5%
YIA
932
YHB Investment Advisors
Connecticut
$241K – – –
PWA
933
Physician Wealth Advisors
Utah
$240K – – –
PC
934
Port Capital
Illinois
$240K – – –
PCP
935
Proficio Capital Partners
Massachusetts
$239K +$205 +8 +0.1%
PBC
936
Pavion Blue Capital
California
$239K – – –
RCG
937
Regatta Capital Group
California
$237K – – –
SL
938
Summitry LLC
California
$236K – – –
CAL
939
Capital Advisors Ltd
Ohio
$234K -$488 -19 -0.2%
HNWA
940
Henrickson Nauta Wealth Advisors
Michigan
$234K – – –
SCM
941
Sterneck Capital Management
Missouri
$233K – – –
Fisher Asset Management
942
Fisher Asset Management
Washington
$233K -$114K -4,456 -33%
KFA
943
Kelleher Financial Advisors
New York
$232K +$719 +28 +0.3%
MMHP
944
Murphy Middleton Hinkle & Parker
Georgia
$232K – – –
ONST
945
Old North State Trust
North Carolina
$232K -$32.6K -1,268 -12%
ST
946
Smithfield Trust
Pennsylvania
$232K – – –
OWA
947
Outlook Wealth Advisors
Texas
$231K -$89.9K -3,500 -28%
NW
948
NewEdge Wealth
Pennsylvania
$229K +$227K +8,856 New
WFM
949
Wolff Financial Management
Michigan
$229K – – –
FFWM
950
Future Financial Wealth Management
Ohio
$228K -$25.1K -978 -10%
36 37
38
39 40

EPD Hedge Fund Activity: Q1 2023 in Review

1,182 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Enterprise Products Partners (EPD) for Q1 2023, worth a combined $15.2B — up 6.1% from $14.3B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new EPD positions and 74 closed out — a net gain of 28 holders — while 431 added to existing stakes and 332 trimmed.

The largest buyer was ALPS Advisors, adding an estimated $111M. The largest seller was Blackstone Inc, cutting an estimated $194M.

  • 1,182 institutional investors held Enterprise Products Partners (EPD) as of Q1 2023, up from 1,174 in Q4 2022.
  • Funds reported $15.2B of Enterprise Products Partners stock for Q1 2023, up 6.1% quarter-over-quarter.
  • 102 funds opened new Enterprise Products Partners positions in Q1 2023 and 74 closed out, a net change of +28 holders.
  • The largest Enterprise Products Partners buyer in Q1 2023 was ALPS Advisors, an estimated $111M added.
  • The largest Enterprise Products Partners seller in Q1 2023 was Blackstone Inc, an estimated $194M sold.

Based on aggregated 13F filings for Q1 2023.