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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
EWP
1076
Elevation Wealth Partners
California
$101K -$54.2K -2,075 -35%
CAS
1077
Coppell Advisory Solutions
Texas
$99.8K +$98.8K +3,779 New
FWM
1078
Focused Wealth Management
New York
$97.8K +$1.02K +39 +1%
BC
1079
Barrett & Company
Rhode Island
$97K +$78 +3 +0.1%
FSWA
1080
Financial Synergies Wealth Advisors
Texas
$95K
RDIA
1081
RE Dickinson Investment Advisors
Iowa
$94K
RG
1082
Retirement Group
California
$93.9K +$9.3K +356 +11%
CT
1083
Colonial Trust
South Carolina
$89.8K
BAM
1084
Byrne Asset Management
New Jersey
$87K
EIM
1085
Essex Investment Management
Massachusetts
$86.1K
OC
1086
Oakworth Capital
Alabama
$84.3K +$83.6K +3,200 New
LJHT
1087
Laurie J. Hall Trustee
$84K
MFT
1088
Moisand Fitzgerald Tamayo
Florida
$78.5K -$1.67K -64 -2%
CFFP
1089
Center for Financial Planning
Michigan
$78.3K
TIM
1090
Tortoise Investment Management
New York
$77.8K
AA
1091
AlphaMark Advisors
Kentucky
$74K
SOW
1092
State of Wyoming
Wyoming
$72K -$144K -5,503 -67%
JMF
1093
Johnson Midwest Financial
Iowa
$71.8K -$261 -10 -0.4%
FMP
1094
Financial Management Professionals
Texas
$71K -$73.6K -2,814 -51%
LWANC
1095
Laurel Wealth Advisors (North Carolina)
North Carolina
$70.8K
FCA
1096
FinTrust Capital Advisors
South Carolina
$68.7K
LWCFA
1097
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$67.6K
SAG
1098
Spotlight Asset Group
Illinois
$66K +$65.5K +2,506 New
HCM
1099
Horrell Capital Management
Arkansas
$66K
HFS
1100
HBC Financial Services
Washington
$66K +$65.3K +2,500 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.