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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
HIP
926
HUB Investment Partners
Texas
$266K +$17.8K +682 +7%
WG
927
Welch Group
Alabama
$266K +$1.78K +68 +0.7%
CIM
928
Chiron Investment Management
New York
$266K +$263K +10,076 New
BTIM
929
BancFirst Trust & Investment Management
Oklahoma
$262K
SFP
930
Sandbox Financial Partners
Maryland
$262K +$1.54K +59 +0.6%
SN
931
Sittner & Nelson
Oregon
$261K
GWSG
932
GPS Wealth Strategies Group
Colorado
$260K +$4.37K +167 +2%
WAM
933
Weatherly Asset Management
California
$260K
EWA
934
EverSource Wealth Advisors
Alabama
$259K +$8.34K +319 +3%
MCM
935
Mattern Capital Management
Colorado
$258K +$256K +9,800 New
GSIAS
936
Garden State Investment Advisory Services
New Jersey
$257K +$255K +9,770 New
WLPWM
937
Walled Lake Planning & Wealth Management
Illinois
$254K +$252K +9,631 New
SAM
938
Summit Asset Management
Tennessee
$253K
NCM
939
Novare Capital Management
North Carolina
$252K
FMII
940
Farmers & Merchants Investments Inc
Nebraska
$251K -$16.5K -632 -6%
PTC
941
Private Trust Company
Ohio
$250K -$8.08K -309 -3%
GPA
942
Guerra Pan Advisors
New Jersey
$250K
MC
943
Middleton & Co
Massachusetts
$250K -$36.6K -1,399 -13%
GT
944
Glenview Trust
Kentucky
$250K -$437K -16,704 -64%
CWM
945
Cedar Wealth Management
California
$249K +$247K +9,449 New
CAC
946
Certified Advisory Corp
Florida
$249K +$2.95K +113 +1%
TW
947
TrinityPoint Wealth
Connecticut
$248K
OFW
948
Omnia Family Wealth
Florida
$247K
BCA
949
Bay Colony Advisors
Massachusetts
$247K +$16K +612 +7%
ACP
950
Aviance Capital Partners
Florida
$247K

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.