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Enterprise Products Partners
EPD

Overview Fund Activity

1,203 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, 432 increasing their positions, 353 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,203
Holders Change
+25
Holders Change %
+2.12%
% of All Funds
18.97%
Holding in Top 10
70
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.1%
New
87
Increased
432
Reduced
353
Closed
53
Calls
$272M
Puts
$150M
Net Calls
+$122M
Net Calls Change
-$52.8M

Top Buyers

1
BC
Brookfield Corp
Ontario, Canada
+$105M
2
TCA
Tortoise Capital Advisors
Kansas
+$102M
3
Blackstone Inc
Blackstone Inc
New York
+$65.1M
4
IG
ING Group
Netherlands
+$38.5M
5
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$30.8M

Top Sellers

1
BlackRock
BlackRock
New York
-$107M
2
Barclays
Barclays
United Kingdom
-$65M
3
UBS Group
UBS Group
Switzerland
-$64.2M
4
Citigroup
Citigroup
New York
-$62.2M
5
Morgan Stanley
Morgan Stanley
New York
-$41.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSFS
976
Main Street Financial Solutions
Pennsylvania
$227K +$1.85K +70 +0.8%
PP
977
Patron Partners
Texas
$226K – – –
KWA
978
Kingswood Wealth Advisors
California
$225K +$225K +8,524 New
MLA
979
MB, Levis & Associates
Pennsylvania
$225K +$30K +1,140 +15%
SAM
980
Shikiar Asset Management
New York
$224K – – –
PL
981
Plancorp LLC
Missouri
$224K +$949 +36 +0.4%
SWA
982
SOA Wealth Advisors
New York
$223K -$2.37K -90 -1%
FW
983
FirstPurpose Wealth
Utah
$223K – – –
WP
984
WealthSpring Partners
California
$222K -$25.7K -974 -10%
VDI
985
Vaughan David Investments
Illinois
$222K – – –
NRC
986
New Republic Capital
North Carolina
$221K – – –
SWM
987
Sendero Wealth Management
Texas
$220K +$220K +8,368 New
LCM
988
Leisure Capital Management
California
$219K – – –
CHA
989
Carmichael Hill & Associates
Maryland
$218K – – –
CCFCSB
990
Cape Cod Five Cents Savings Bank
Massachusetts
$218K -$10.5K -400 -5%
SCP
991
Syntal Capital Partners
Texas
$218K – – –
APP
992
Avantax Planning Partners
Iowa
$217K +$5.53K +210 +3%
GWS
993
Glassman Wealth Services
Virginia
$217K +$2.21K +84 +1%
SMA
994
Seven Mile Advisory
New Jersey
$216K +$216K +8,183 New
FFA
995
First Foundation Advisors
California
$215K -$150K -5,707 -41%
SAM
996
S.A. Mason
Michigan
$214K – – –
FDCDDQ
997
Federation des caisses Desjardins du Quebec
Quebec, Canada
$214K -$87K -3,300 -29%
FNBSF
998
First National Bank Sioux Falls
South Dakota
$213K – – –
WPW
999
Waldron Private Wealth
Pennsylvania
$213K – – –
DIS
1000
Diversified Investment Strategies
Louisiana
$213K -$42K -1,595 -17%
38 39
40
41 42