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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
W
976
WPWealth
Texas
$228K +$21.5K +824 +11%
BFC
977
Blue Fin Capital
Rhode Island
$227K
MSFS
978
Main Street Financial Solutions
Pennsylvania
$227K +$1.83K +70 +0.8%
PP
979
Patron Partners
Texas
$226K
KWA
980
Kingswood Wealth Advisors
California
$225K +$223K +8,524 New
MLA
981
MB, Levis & Associates
Pennsylvania
$225K +$29.8K +1,140 +15%
SAM
982
Shikiar Asset Management
New York
$224K
PL
983
Plancorp LLC
Missouri
$224K +$941 +36 +0.4%
SWA
984
SOA Wealth Advisors
New York
$223K -$2.35K -90 -1%
FW
985
FirstPurpose Wealth
Utah
$223K
WP
986
WealthSpring Partners
California
$222K -$25.5K -974 -10%
VDI
987
Vaughan David Investments
Illinois
$222K
NRC
988
New Republic Capital
North Carolina
$221K
SWM
989
Sendero Wealth Management
Texas
$220K +$219K +8,368 New
LCM
990
Leisure Capital Management
California
$219K
CHA
991
Carmichael Hill & Associates
Maryland
$218K
CCFCSB
992
Cape Cod Five Cents Savings Bank
Massachusetts
$218K -$10.5K -400 -5%
SCP
993
Syntal Capital Partners
Texas
$218K
APP
994
Avantax Planning Partners
Iowa
$217K +$5.49K +210 +3%
GWS
995
Glassman Wealth Services
Virginia
$217K +$2.2K +84 +1%
SMA
996
Seven Mile Advisory
New Jersey
$216K +$214K +8,183 New
FFA
997
First Foundation Advisors
California
$215K -$149K -5,707 -41%
SAM
998
S.A. Mason
Michigan
$214K
FDCDDQ
999
Federation des caisses Desjardins du Quebec
Quebec, Canada
$214K -$86.3K -3,300 -29%
FNBSF
1000
First National Bank Sioux Falls
South Dakota
$213K

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.