We are live on ! Find out more
EPD icon

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
CWC
1176
Carolinas Wealth Consulting
North Carolina
$14.6K +$288 +11 +2%
CB
1177
CNB Bank
Pennsylvania
$13.7K
APC
1178
Aspire Private Capital
North Carolina
$13.1K
SWA
1179
Sutton Wealth Advisors
Florida
$12.3K +$497 +19 +4%
GEA
1180
Glen Eagle Advisors
New Jersey
$11.4K +$2.74K +105 +32%
VF
1181
VitalStone Financial
Texas
$11K -$11.8K -450 -50%
GFPC
1182
Global Financial Private Client
Florida
$11K
TFM
1183
TFC Financial Management
Massachusetts
$10.5K
TF
1184
Tompkins Financial
New York
$10.5K
NF
1185
Norwood Financial
Pennsylvania
$10.4K
FCG
1186
Financial Connections Group
California
$9K +$157 +6 +2%
PPC
1187
Park Place Capital
Alabama
$8.8K
TH
1188
TCTC Holdings
Texas
$8.12K
RMC
1189
Resources Management Corp
Connecticut
$8K +$7.84K +300 New
CAM
1190
Chesapeake Asset Management
New York
$7.91K -$1.31K -50 -14%
BCA
1191
Bray Capital Advisors
Florida
$7.91K
PPWM
1192
PFG Private Wealth Management
Florida
$7.91K
SJIM
1193
St. Johns Investment Management
Florida
$7.69K
BCMLT
1194
Beacon Capital Management LLC (Tennessee)
Tennessee
$6.58K +$131 +5 +2%
FA
1195
Fiduciary Alliance
South Carolina
$6.25K +$6.2K +237 New
WIM
1196
WealthPlan Investment Management
Nebraska
$5.27K
BSB
1197
Bangor Savings Bank
Maine
$5.06K +$5.02K +192 New
PP
1198
PFS Partners
New Jersey
$4.74K
PFG
1199
Piershale Financial Group
Illinois
$4.32K +$52 +2 +1%
PCM
1200
Penserra Capital Management
California
$3K -$81.7K -3,127 -96%

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.