We are live on ! Find out more
EPD icon

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
AC
1026
Asio Capital
Kentucky
$203K +$201K +7,700 New
TLA
1027
Tanglewood Legacy Advisors
Texas
$202K
AFC
1028
AFT Forsyth & Company
Florida
$200K +$198K +7,590 New
CBT
1029
CoreFirst Bank & Trust
Kansas
$198K
PGAM
1030
Princeton Global Asset Management
New Jersey
$189K
WSCM
1031
Wellington Shields Capital Management
New York
$188K
ATC
1032
Adirondack Trust Company
New York
$186K
S
1033
SignatureFD
Georgia
$182K +$732 +28 +0.4%
WAM
1034
Worth Asset Management
Texas
$182K
AAG
1035
Armstrong Advisory Group
Massachusetts
$182K +$784 +30 +0.4%
AP
1036
Atwood & Palmer
Missouri
$177K
EL
1037
EMFO LLC
Florida
$176K
BWM
1038
BerganKDV Wealth Management
Minnesota
$169K
MA
1039
Montag & Associates
Georgia
$168K
WTC
1040
WhitTier Trust Company
Nevada
$168K
GGI
1041
Godsey & Gibb Inc
Virginia
$163K
SGC
1042
Slocum, Gordon & Co
Rhode Island
$158K
HCM
1043
Highlander Capital Management
New Jersey
$158K
PO
1044
Private Ocean
California
$155K
SC
1045
Sawyer & Company
Massachusetts
$155K
RI
1046
Ridgewood Investments
New Jersey
$151K +$7.61K +291 +5%
CFS
1047
CGC Financial Services
Oregon
$146K +$145K +5,554 New
HWA
1048
HHM Wealth Advisors
Tennessee
$144K
CSPIA
1049
Cary Street Partners Investment Advisory
Virginia
$142K +$941 +36 +0.7%
HCP
1050
Hexagon Capital Partners
Arkansas
$140K -$6.85K -262 -5%

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.