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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
HDIM
1051
Hanson & Doremus Investment Management
Vermont
$140K
AWM
1052
Avondale Wealth Management
Texas
$139K
CT
1053
Cambridge Trust
Massachusetts
$139K -$11.9K -456 -8%
NFSG
1054
Newbridge Financial Services Group
Florida
$136K -$38K -1,455 -22%
IBOK
1055
Independence Bank of Kentucky
Kentucky
$136K +$105K +4,000 +340%
TSWM
1056
Tyler-Stone Wealth Management
Ohio
$134K +$133K +5,100 New
LCM
1057
Logan Capital Management
Pennsylvania
$133K
FMTCOCP
1058
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$132K
FCT
1059
First Community Trust
Iowa
$131K
FCAG
1060
First Capital Advisors Group
New Jersey
$130K +$129K +4,925 New
PG
1061
Proffitt & Goodson
Tennessee
$128K
VWM
1062
Venturi Wealth Management
Texas
$126K
KA
1063
Kozak & Associates
Colorado
$126K +$16.3K +622 +15%
ODG
1064
O'Dell Group
Ohio
$123K +$122K +4,657 New
HBW
1065
Hazlett, Burt & Watson
West Virginia
$118K -$18.7K -716 -14%
PI
1066
PEAK6 Investments
Illinois
$113K +$112K +4,272 New
CMP
1067
Coston McIsaac & Partners
Maine
$111K -$25K -957 -18%
Citadel Advisors
1068
Citadel Advisors
Florida
$110K -$4.97M -190,251 -98%
HCM
1069
Hollencrest Capital Management
California
$107K +$13.5K +518 +15%
C
1070
Covestor
United Kingdom
$106K +$34.4K +1,316 +48%
EBA
1071
Eagle Bay Advisors
New York
$105K
GI
1072
Gradient Investments
Minnesota
$104K
FFA
1073
Farther Finance Advisors
California
$103K +$26 +1 +0%
WPA
1074
West Paces Advisors
Georgia
$103K
PIAS
1075
PCA Investment Advisory Services
Ohio
$101K +$100K +3,836 New

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.