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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
RIA
76
Recurrent Investment Advisors
Texas
$26.9M +$788K +30,130 +3%
SEI Investments
77
SEI Investments
Pennsylvania
$26.9M +$22.2K +848 +0.1%
AOI
78
Auto-Owners Insurance
Michigan
$26.4M
Commonwealth Equity Services
79
Commonwealth Equity Services
Massachusetts
$24.1M +$314K +12,032 +1%
Barclays
80
Barclays
United Kingdom
$24M -$64.5M -2,468,104 -73%
N
81
Nuveen
North Carolina
$22.9M +$501K +19,175 +2%
CAPTRUST Financial Advisors
82
CAPTRUST Financial Advisors
North Carolina
$22.6M +$4.03M +154,262 +22%
CF
83
CNA Financial
Illinois
$22.4M
BRWA
84
B. Riley Wealth Advisors
Florida
$21.9M +$340K +13,010 +2%
CLG
85
Cooperman Leon G
$21.5M
Envestnet Asset Management
86
Envestnet Asset Management
Illinois
$21.3M -$1.75M -66,883 -8%
KSCM
87
Kamunting Street Capital Management
Florida
$21.1M -$4.38M -167,636 -17%
PR
88
Payden & Rygel
California
$19.8M -$761K -29,100 -4%
Cohen & Steers
89
Cohen & Steers
New York
$19.7M +$2.68M +102,364 +16%
ETC
90
Exchange Traded Concepts
Oklahoma
$19.7M +$19.5M +745,594 +430,979%
TIS
91
Tortoise Index Solutions
Kansas
$19.6M -$1.7M -65,078 -8%
Charles Schwab
92
Charles Schwab
California
$19.4M -$411K -15,733 -2%
BHC
93
Bowen Hanes & Co
Florida
$19.3M +$52.3K +2,000 +0.3%
JMPWA
94
JP Morgan Private Wealth Advisors
California
$19.1M -$1.36M -52,182 -7%
US Bancorp
95
US Bancorp
Minnesota
$18.4M -$495K -18,925 -3%
Creative Planning
96
Creative Planning
Kansas
$18.4M -$1.46M -55,753 -7%
Janney Montgomery Scott
97
Janney Montgomery Scott
Pennsylvania
$18.2M +$759K +29,020 +4%
GT
98
Glenmede Trust
Pennsylvania
$17.8M
CIA
99
Capital Investment Advisors
Georgia
$17.8M +$22.3K +854 +0.1%
Mercer Global Advisors
100
Mercer Global Advisors
Colorado
$17.8M -$731K -27,960 -4%

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.