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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
BWM
1201
Baystate Wealth Management
Massachusetts
$2.95K +$2.93K +112 New
HWM
1202
HighMark Wealth Management
Minnesota
$2.71K +$2.69K +103 New
TCM
1203
Tradewinds Capital Management
Washington
$2.63K
IRAG
1204
Investment Research & Advisory Group
Georgia
$2.58K
SFCL
1205
Strengthening Families & Communities LLC
Massachusetts
$2K +$26 +1 +2%
TCA
1206
Trifecta Capital Advisors
Illinois
$1.66K -$18K -687 -92%
DWA
1207
Delos Wealth Advisors
Texas
$636
CA
1208
Crewe Advisors
Utah
$396
SIM
1209
Strategic Income Management
Washington
-$12.2M -470,390 Closed
VIP
1210
Vantage Investment Partners
Missouri
-$10M -386,984 Closed
Walleye Trading
1211
Walleye Trading
New York
-$5.14M -196,756 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1212
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$3.88M -150,000 Closed
Massachusetts Financial Services
1213
Massachusetts Financial Services
Massachusetts
-$2.99M -115,524 Closed
MWM
1214
Mission Wealth Management
California
-$1.54M -59,443 Closed
FC
1215
FORA Capital
Florida
-$1.16M -44,744 Closed
SWG
1216
Summit Wealth Group
Vermont
-$2K -41,518 Closed
Wealth Enhancement Advisory Services
1217
Wealth Enhancement Advisory Services
Minnesota
-$1.06M -40,854 Closed
KPWS
1218
Kestra Private Wealth Services
Texas
-$1.04M -39,970 Closed
CCMG
1219
Clark Capital Management Group
Pennsylvania
-$579K -22,341 Closed
GCP
1220
GSA Capital Partners
United Kingdom
-$462K -17,820 Closed
GAM
1221
Grandview Asset Management
Pennsylvania
-$435K -16,778 Closed
KCPG
1222
Kavar Capital Partners Group
Kansas
-$396K -15,275 Closed
KJWM
1223
Kiley Juergens Wealth Management
Washington
-$389K -15,003 Closed
PCMC
1224
Paragon Capital Management (Colorado)
Colorado
-$389K -15,000 Closed
EWA
1225
ERTS Wealth Advisors
Michigan
-$373K -14,384 Closed

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.