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Enterprise Products Partners
EPD

Overview Fund Activity

1,203 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, 432 increasing their positions, 353 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,203
Holders Change
+25
Holders Change %
+2.12%
% of All Funds
18.97%
Holding in Top 10
70
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.1%
New
87
Increased
432
Reduced
353
Closed
53
Calls
$272M
Puts
$150M
Net Calls
+$122M
Net Calls Change
-$52.8M

Top Buyers

1
BC
Brookfield Corp
Ontario, Canada
$119M
2
TCA
Tortoise Capital Advisors
Kansas
$425M
3
Blackstone Inc
Blackstone Inc
New York
$544M
4
IG
ING Group
Netherlands
$109M
5
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$323M

Top Sellers

1
BlackRock
BlackRock
New York
$545M
2
Barclays
Barclays
United Kingdom
$24M
3
UBS Group
UBS Group
Switzerland
$276M
4
Citigroup
Citigroup
New York
$1.49M
5
Morgan Stanley
Morgan Stanley
New York
$486M
Name Holding Trade Value Shares
Change 		Shares
Change %
CHC
1101
City Holding Co
West Virginia
$63.5K – – –
TCOV
1102
Trust Company of Vermont
Vermont
$63.4K -$10.5K -400 -14%
VCM
1103
Versant Capital Management
Arizona
$63.2K – – –
WWM
1104
Wolff Wiese Magana
California
$62.8K – – –
CWP
1105
Concord Wealth Partners
Virginia
$62.5K -$13.1K -497 -17%
OLVIG
1106
Oliver Lagore Vanvalin Investment Group
Michigan
$61.7K +$132 +5 +0.2%
KFI
1107
Key Financial Inc
Pennsylvania
$60.7K – – –
TFGT
1108
TS Financial Group (TSFG)
Illinois
$58K +$211 +8 +0.4%
MRCM
1109
M&R Capital Management
New Jersey
$58K – – –
CFD
1110
Creative Financial Designs
Indiana
$57.7K +$8.35K +317 +17%
CWM
1111
Compass Wealth Management
Connecticut
$56.7K – – –
RFG
1112
RFP Financial Group
Georgia
$55.8K +$29.4K +1,116 +112%
WTA
1113
Washington Trust Advisors
Massachusetts
$55.3K – – –
GCM
1114
Gables Capital Management
Florida
$52.7K – – –
QC
1115
Quent Capital
New York
$50K – – –
TAM
1116
Tucker Asset Management
Colorado
$50K +$9.22K +350 +23%
WP
1117
WealthPLAN Partners
Nebraska
$48.8K +$23.7K +900 +95%
CIA
1118
Cape Investment Advisory
Georgia
$48.8K +$3.27K +124 +7%
GG
1119
Gleason Group
Kentucky
$48.7K +$896 +34 +2%
OSNBOA
1120
Old Second National Bank of Aurora
Illinois
$48.6K – – –
CCC
1121
Chelsea Counsel Company
California
$47.4K – – –
RWPA
1122
Richard W. Paul & Associates
Michigan
$46.4K – – –
VWM
1123
Valley Wealth Managers
New Jersey
$45.5K – – –
TC
1124
Truvestments Capital
Florida
$44.8K – – –
FFC
1125
First Financial Corp
Indiana
$44.8K – – –
43 44
45
46 47