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

Top Sellers

1
MB
Marquard & Bahls
Germany
$808M
2
Morgan Stanley
Morgan Stanley
New York
$457M
3
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$296M
4
WHG
Westwood Holdings Group
Texas
$125M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$382M
Name Holding Trade Value Shares
Change 		Shares
Change %
TLA
1026
Tanglewood Legacy Advisors
Texas
$209K – – –
AIM
1027
Alhambra Investment Management
Florida
$209K -$2.33K -85 -1%
CBT
1028
CoreFirst Bank & Trust
Kansas
$209K +$2.46K +90 +1%
LWM
1029
Lyell Wealth Management
California
$208K +$208K +7,589 New
FWM
1030
FSA Wealth Management
Massachusetts
$207K +$207K +7,562 New
PIA
1031
Powell Investment Advisors
Florida
$207K +$207K +7,552 New
HNWA
1032
Henrickson Nauta Wealth Advisors
Michigan
$206K -$41.2K -1,505 -17%
Chevy Chase Trust
1033
Chevy Chase Trust
Maryland
$205K +$205K +7,500 New
CCA
1034
Cadent Capital Advisors
Oklahoma
$205K +$205K +7,491 New
VWA
1035
V Wealth Advisors
Kansas
$205K -$860K -31,432 -81%
AWM
1036
Austin Wealth Management
Texas
$205K +$205K +7,661 New
AWAP
1037
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$205K +$205K +7,477 New
CCM
1038
Colorado Capital Management
Colorado
$204K +$204K +7,460 New
DIS
1039
Diversified Investment Strategies
Louisiana
$203K -$18.1K -660 -8%
SDJVC
1040
St. Denis J. Villere & Co
Louisiana
$203K +$203K +7,402 New
BFIC
1041
Bedell Frazier Investment Counselling
California
$203K +$203K +7,400 New
AAG
1042
Armstrong Advisory Group
Massachusetts
$201K +$12.7K +464 +7%
PIA
1043
Perennial Investment Advisors
California
$201K +$201K +7,357 New
GGI
1044
Godsey & Gibb Inc
Virginia
$199K +$30.3K +1,106 +18%
HGERS
1045
Householder Group Estate & Retirement Specialist
Arizona
$199K +$199K +7,264 New
PGAM
1046
Princeton Global Asset Management
New Jersey
$196K – – –
WSCM
1047
Wellington Shields Capital Management
New York
$196K – – –
S
1048
SignatureFD
Georgia
$193K +$3.78K +138 +2%
ATC
1049
Adirondack Trust Company
New York
$192K – – –
AP
1050
Atwood & Palmer
Missouri
$183K – – –
40 41
42
43 44