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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
Kayne Anderson Rudnick Investment Management
1151
Kayne Anderson Rudnick Investment Management
California
$27.7K
PCFFS
1152
Pacific Center for Financial Services
California
$27.7K
ME
1153
McIlrath & Eck
Washington
$27.4K +$2.74K +105 +11%
DI
1154
Disciplined Investments
Oklahoma
$27.4K
GIA
1155
GHP Investment Advisors
Colorado
$26.8K
MCM
1156
McMillion Capital Management
North Carolina
$26.4K +$26.1K +1,000 New
FBC
1157
Fairfield, Bush & Co
Connecticut
$26.1K +$25.9K +990 New
Toronto Dominion Bank
1158
Toronto Dominion Bank
Ontario, Canada
$26K
IWP
1159
IAG Wealth Partners
Wisconsin
$23.8K
BBPWM
1160
Blue Bell Private Wealth Management
Pennsylvania
$23.3K
2L
1161
25 LLC
Missouri
$23.1K +$418 +16 +2%
FRA
1162
Front Row Advisors
California
$22K
WIM
1163
Westside Investment Management
California
$21.2K
AssetMark Inc
1164
AssetMark Inc
California
$20.6K +$366 +14 +2%
FPB
1165
First PREMIER Bank
South Dakota
$20K
HI
1166
Hoey Investments
Pennsylvania
$19.8K
NC
1167
NewSquare Capital
Pennsylvania
$19.8K +$19.6K +750 New
GJIA
1168
Glass Jacobson Investment Advisors
Maryland
$18.7K +$18.6K +710 New
CA
1169
Centerpoint Advisors
Massachusetts
$18K
SIC
1170
SJS Investment Consulting
Ohio
$18K +$52 +2 +0.3%
MIM
1171
Macroview Investment Management
Maryland
$17.6K +$1.86K +71 +12%
MSFP
1172
Mark Sheptoff Financial Planning
Connecticut
$16.3K -$10.5K -400 -39%
GWMIA
1173
Global Wealth Management Investment Advisory
Florida
$15.8K +$15.7K +600 New
HC
1174
Hoese & Co
Minnesota
$15.8K
SHIM
1175
Stone House Investment Management
Pennsylvania
$15.5K +$288 +11 +2%

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.