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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
WPW
1001
Waldron Private Wealth
Pennsylvania
$213K
DIS
1002
Diversified Investment Strategies
Louisiana
$213K -$41.7K -1,595 -17%
WTB
1003
Washington Trust Bank
Washington
$212K +$210K +8,041 New
IC
1004
IEQ Capital
California
$211K -$314K -12,006 -60%
DBIA
1005
Dumont & Blake Investment Advisors
New Jersey
$211K
GI
1006
GS Investments
Minnesota
$211K
BDWCC
1007
B&D White Capital Company
Texas
$210K
WI
1008
Wintrust Investments
Illinois
$210K -$135K -5,148 -39%
PB
1009
Pinnacle Bancorp
Nebraska
$209K
NIC
1010
Northwest Investment Counselors
Oregon
$209K
WG
1011
Watchman Group
Texas
$209K
CWS
1012
Cypress Wealth Services
California
$208K -$174K -6,661 -46%
FAG
1013
Fortitude Advisory Group
Washington
$207K +$2.98K +114 +1%
BFEC
1014
Benjamin F. Edwards & Company
Missouri
$207K
EWA
1015
Encompass Wealth Advisors
Oregon
$206K
BWA
1016
BDO Wealth Advisors
Florida
$206K -$5.23K -200 -2%
WAM
1017
WFA Asset Management
Wisconsin
$206K +$3.79K +145 +2%
BCM
1018
Bluefin Capital Management
New York
$206K +$204K +7,800 New
FFWM
1019
Future Financial Wealth Management
Ohio
$205K -$25.5K -977 -11%
IP
1020
Intellectus Partners
California
$204K
P
1021
&Partners
Tennessee
$204K
AIM
1022
Alhambra Investment Management
Florida
$203K +$202K +7,720 New
AHC
1023
Anderson Hoagland & Co
Missouri
$203K +$202K +7,720 New
PSP
1024
Pacific Sage Partners
Washington
$203K +$202K +7,715 New
CSI
1025
Cross Staff Investments
New York
$203K -$106K -4,068 -35%

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.