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Enterprise Products Partners
EPD

Overview Fund Activity

1,169 hedge funds and large institutions have $14.3B invested in Enterprise Products Partners in 2022 Q4 according to their latest regulatory filings, with 139 funds opening new positions, 443 increasing their positions, 284 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,169
Holders Change
+43
Holders Change %
+3.82%
% of All Funds
18.86%
Holding in Top 10
65
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.41%
% of All Funds
1.05%
New
139
Increased
443
Reduced
284
Closed
72
Calls
$320M
Puts
$185M
Net Calls
+$135M
Net Calls Change
-$21.6M

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
$631M
2
WHG
Westwood Holdings Group
Texas
$135M
3
Citigroup
Citigroup
New York
$86.8M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$143M
5
Morgan Stanley
Morgan Stanley
New York
$500M

Top Sellers

1
Blackstone Inc
Blackstone Inc
New York
$621M
2
PI
Putnam Investments
Massachusetts
$12.7M
3
Bank of America
Bank of America
North Carolina
$245M
4
First Eagle Investment Management
First Eagle Investment Management
New York
$50.6M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$4.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
1201
Allred Capital Management
Texas
– -$469K -19,761 Closed
1IA
1202
1834 Investment Advisors
Wisconsin
– -$453K -19,050 Closed
CBA
1203
Coastal Bridge Advisors
Connecticut
– -$386K -16,219 Closed
SCFS
1204
S.C. Financial Services
Arizona
– -$380K -16,000 Closed
Parallax Volatility Advisers
1205
Parallax Volatility Advisers
California
– -$324K -13,616 Closed
SAM
1206
Sequent Asset Management
Texas
– -$286K -12,018 Closed
HSBC Holdings
1207
HSBC Holdings
United Kingdom
– -$273K -11,381 Closed
PWA
1208
PCG Wealth Advisors
Kansas
– -$260K -10,960 Closed
BIM
1209
Bullseye Investment Management
Ohio
– -$256K -10,746 Closed
WPC
1210
White Pine Capital
Minnesota
– -$251K -10,555 Closed
XS
1211
XR Securities
Illinois
– -$246K -10,355 Closed
VC
1212
Vicus Capital
Pennsylvania
– -$245K -10,290 Closed
LFA
1213
Legacy Financial Advisors
Kentucky
– -$238K -10,000 Closed
MWM
1214
Meridian Wealth Management
Kentucky
– -$214K -8,996 Closed
IP
1215
Investment Partners
Ohio
– -$211K -8,857 Closed
AIA
1216
Arrow Investment Advisors
Maryland
– -$203K -8,545 Closed
DBIA
1217
Dumont & Blake Investment Advisors
New Jersey
– -$202K -8,490 Closed
CL
1218
Choreo LLC
Illinois
– -$200K -8,428 Closed
GWSG
1219
GPS Wealth Strategies Group
Colorado
– -$191K -8,051 Closed
AIM
1220
Axiom Investment Management
New York
– -$173K -7,280 Closed
WB
1221
West Bancorporation
Iowa
– -$172K -7,240 Closed
HGERS
1222
Householder Group Estate & Retirement Specialist
Arizona
– -$166K -7,007 Closed
TIM
1223
Tevis Investment Management
Texas
– -$162K -6,792 Closed
MWA
1224
Miller Wealth Advisors
Colorado
– -$152K -6,233 Closed
CWM
1225
Castle Wealth Management
Florida
– -$115K -4,847 Closed
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