EPD icon

Enterprise Products Partners
EPD

Overview Fund Activity

1,213 hedge funds and large institutions have $15.8B invested in Enterprise Products Partners in 2023 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 458 increasing their positions, 333 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,213
Holders Change
+10
Holders Change %
+0.83%
% of All Funds
19.34%
Holding in Top 10
71
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.43%
% of All Funds
1.13%
New
82
Increased
458
Reduced
333
Closed
52
Calls
$343M
Puts
$167M
Net Calls
+$176M
Net Calls Change
+$53.7M

Top Buyers

1
AA
1
ALPS Advisors
Colorado
$1.04B
2
Goldman Sachs
2
Goldman Sachs
New York
$631M
3
Blackstone Inc
3
Blackstone Inc
New York
$633M
4
American Century Companies
4
American Century Companies
Missouri
$474M
5
Mirae Asset Global Investments
5
Mirae Asset Global Investments
South Korea
$264M

Top Sellers

1
MB
1
Marquard & Bahls
Germany
$808M
2
Morgan Stanley
2
Morgan Stanley
New York
$457M
3
CIBC Private Wealth Group
3
CIBC Private Wealth Group
Georgia
$296M
4
WHG
4
Westwood Holdings Group
Texas
$125M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$382M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
976
Capstone Financial Advisors
Illinois
$237K +$109 +4 +0%
MSFS
977
Main Street Financial Solutions
Pennsylvania
$237K +$1.62K +59 +0.7%
W
978
WPWealth
Texas
$237K +$411 +15 +0.2%
BFC
979
Blue Fin Capital
Rhode Island
$236K – – –
PP
980
Patron Partners
Texas
$235K – – –
PL
981
Plancorp LLC
Missouri
$233K +$1.01K +37 +0.4%
SWA
982
SOA Wealth Advisors
New York
$233K +$1.12K +41 +0.5%
SAM
983
Shikiar Asset Management
New York
$233K – – –
OPCM
984
Osborne Partners Capital Management
California
$233K +$233K +8,500 New
CT
985
Coastline Trust
Rhode Island
$231K -$444K -16,215 -66%
FLPIM
986
F.L. Putnam Investment Management
Massachusetts
$231K +$231K +8,445 New
FA
987
FDx Advisors
Illinois
$231K -$7.43K -271 -3%
VDI
988
Vaughan David Investments
Illinois
$231K – – –
BMM
989
Buffington Mohr McNeal
Idaho
$230K +$230K +8,409 New
NRC
990
New Republic Capital
North Carolina
$229K – – –
SWM
991
Sendero Wealth Management
Texas
$229K – – –
CHA
992
Carmichael Hill & Associates
Maryland
$227K – – –
SAM
993
S.A. Mason
Michigan
$226K – – –
SMA
994
Seven Mile Advisory
New Jersey
$224K – – –
SB
995
Strategic Blueprint
Georgia
$224K +$224K +8,183 New
RMAM
996
Raab & Moskowitz Asset Management
New Jersey
$223K +$223K +8,161 New
FFA
997
First Foundation Advisors
California
$223K – – –
NIC
998
Northwest Investment Counselors
Oregon
$222K +$5.47K +200 +3%
FNBSF
999
First National Bank Sioux Falls
South Dakota
$222K – – –
QCM
1000
QRG Capital Management
Illinois
$221K +$221K +8,081 New
38 39
40
41 42