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Enterprise Products Partners
EPD

Overview Fund Activity

1,169 hedge funds and large institutions have $14.3B invested in Enterprise Products Partners in 2022 Q4 according to their latest regulatory filings, with 139 funds opening new positions, 443 increasing their positions, 284 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,169
Holders Change
+43
Holders Change %
+3.82%
% of All Funds
18.86%
Holding in Top 10
65
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.41%
% of All Funds
1.05%
New
139
Increased
443
Reduced
284
Closed
72
Calls
$320M
Puts
$185M
Net Calls
+$135M
Net Calls Change
-$21.6M

Top Buyers

1
AWA
1
Arete Wealth Advisors
Illinois
$631M
2
WHG
2
Westwood Holdings Group
Texas
$135M
3
Citigroup
3
Citigroup
New York
$86.8M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$143M
5
Morgan Stanley
5
Morgan Stanley
New York
$500M

Top Sellers

1
Blackstone Inc
1
Blackstone Inc
New York
$621M
2
PI
2
Putnam Investments
Massachusetts
$12.7M
3
Bank of America
3
Bank of America
North Carolina
$245M
4
First Eagle Investment Management
4
First Eagle Investment Management
New York
$50.6M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$4.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
SEI Investments
76
SEI Investments
Pennsylvania
$25.2M +$3.65M +151,164 +17%
ECM
77
Evergreen Capital Management
Washington
$25M -$261K -10,803 -1%
Mariner
78
Mariner
Kansas
$24.2M +$5.1M +211,267 +27%
AOI
79
Auto-Owners Insurance
Michigan
$24.1M +$24.1M +1,000,000 New
RIA
80
Recurrent Investment Advisors
Texas
$23.8M +$6.15M +254,914 +35%
KSCM
81
Kamunting Street Capital Management
Florida
$23.3M +$8.21M +340,219 +54%
Envestnet Asset Management
82
Envestnet Asset Management
Illinois
$23.2M -$657K -27,224 -3%
Commonwealth Equity Services
83
Commonwealth Equity Services
Massachusetts
$22.4M +$450K +18,654 +2%
Corient Private Wealth
84
Corient Private Wealth
Florida
$21M +$21M +868,835 New
JPMPWA
85
J.P. Morgan Private Wealth Advisors
California
$20.4M +$4.79M +198,506 +31%
BRWA
86
B. Riley Wealth Advisors
Florida
$19.9M +$1.02M +42,405 +5%
Susquehanna International Group
87
Susquehanna International Group
Pennsylvania
$19.7M +$5.22M +216,468 +36%
CLG
88
Cooperman Leon G
$19.1M +$19.1M +790,000 New
HM
89
Heronetta Management
New York
$19M +$809K +33,550 +4%
PR
90
Payden & Rygel
California
$18.8M -$1.01M -42,000 -5%
PCA
91
Private Capital Advisors
Connecticut
$18.8M -$35.7K -1,478 -0.2%
GS
92
Gagnon Securities
New York
$18.5M -$307K -12,748 -2%
Charles Schwab
93
Charles Schwab
California
$18.4M -$685K -29,858 -4%
Creative Planning
94
Creative Planning
Kansas
$18.3M +$1.66M +68,900 +10%
CF
95
CNA Financial
Illinois
$18.1M +$603K +25,000 +3%
US Bancorp
96
US Bancorp
Minnesota
$17.4M +$3.74M +154,862 +27%
Mercer Global Advisors
97
Mercer Global Advisors
Colorado
$16.7M +$130K +5,385 +0.8%
DAC
98
Dividend Assets Capital
South Carolina
$16.2M +$19.9K +865 +0.1%
VL
99
Vorpal LLC
Tennessee
$16.1M – – –
SIM
100
Strategic Income Management
Washington
$15.8M +$15.8M +654,233 New
2 3
4
5 6