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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
MWM
951
Mattern Wealth Management
Kansas
$246K +$19.1K +730 +8%
CF
952
Centaurus Financial
California
$246K -$2.01M -77,060 -89%
CF
953
Clarity Financial
Texas
$245K +$243K +9,313 New
DWM
954
Dechtman Wealth Management
Colorado
$244K +$242K +9,276 New
PBC
955
Pavion Blue Capital
California
$243K
SC
956
Sepio Capital
Utah
$242K +$12.3K +470 +5%
CT
957
Clearstead Trust
Maine
$242K -$135K -5,164 -36%
SL
958
Summitry LLC
California
$240K
CAL
959
Capital Advisors Ltd
Ohio
$239K +$549 +21 +0.2%
PWA
960
Physician Wealth Advisors
Utah
$238K
HNWA
961
Henrickson Nauta Wealth Advisors
Michigan
$238K
KFA
962
Kelleher Financial Advisors
New York
$237K +$732 +28 +0.3%
SCM
963
Sterneck Capital Management
Missouri
$237K
MMHP
964
Murphy Middleton Hinkle & Parker
Georgia
$236K
ONST
965
Old North State Trust
North Carolina
$236K
ST
966
Smithfield Trust
Pennsylvania
$236K
CSC
967
Caldwell Sutter Capital
California
$236K +$54.8K +2,098 +31%
RFWA
968
RPg Family Wealth Advisory
Massachusetts
$234K +$232K +8,875 New
SFS
969
Stiles Financial Services
Minnesota
$234K +$3.53K +135 +2%
GB
970
Goepper Burkhardt
South Carolina
$233K -$26.1K -1,000 -10%
PCP
971
Proficio Capital Partners
Massachusetts
$232K -$10.7K -409 -4%
YIA
972
YHB Investment Advisors
Connecticut
$231K -$13.6K -520 -6%
EFSCE
973
Enterprise Financial Services Corp (EFSC)
Missouri
$230K
FA
974
FDx Advisors
Illinois
$229K +$227K +8,697 New
CFA
975
Capstone Financial Advisors
Illinois
$228K -$55.8K -2,134 -20%

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.