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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 %
SFCL
1201
Strengthening Families & Communities LLC
Massachusetts
$2K +$32 +1 +2%
TCA
1202
Trifecta Capital Advisors
Illinois
$1.66K -$18.1K -687 -92%
DWA
1203
Delos Wealth Advisors
Texas
$636 – – –
CA
1204
Crewe Advisors
Utah
$396 – – –
SIM
1205
Strategic Income Management
Washington
– -$12.2M -470,390 Closed
VIP
1206
Vantage Investment Partners
Missouri
– -$10M -386,984 Closed
Walleye Trading
1207
Walleye Trading
New York
– -$5.1M -196,756 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1208
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$3.89M -150,000 Closed
Massachusetts Financial Services
1209
Massachusetts Financial Services
Massachusetts
– -$2.99M -115,524 Closed
MWM
1210
Mission Wealth Management
California
– -$1.54M -59,443 Closed
FC
1211
FORA Capital
Florida
– -$1.16M -44,744 Closed
SWG
1212
Summit Wealth Group
Vermont
– -$2K -41,518 Closed
Wealth Enhancement Advisory Services
1213
Wealth Enhancement Advisory Services
Minnesota
– -$1.06M -40,854 Closed
KPWS
1214
Kestra Private Wealth Services
Texas
– -$1.04M -39,970 Closed
CCMG
1215
Clark Capital Management Group
Pennsylvania
– -$579K -22,341 Closed
GCP
1216
GSA Capital Partners
United Kingdom
– -$462K -17,820 Closed
GAM
1217
Grandview Asset Management
Pennsylvania
– -$435K -16,778 Closed
KCPG
1218
Kavar Capital Partners Group
Kansas
– -$396K -15,275 Closed
KJWM
1219
Kiley Juergens Wealth Management
Washington
– -$389K -15,003 Closed
PCMC
1220
Paragon Capital Management (Colorado)
Colorado
– -$389K -15,000 Closed
EWA
1221
ERTS Wealth Advisors
Michigan
– -$373K -14,384 Closed
AWM
1222
Axxcess Wealth Management
California
– -$333K -12,854 Closed
SWA
1223
SFMG Wealth Advisors
Texas
– -$321K -12,386 Closed
PFGIA
1224
Patriot Financial Group Insurance Agency
Massachusetts
– -$302K -11,655 Closed
AP
1225
Arlington Partners
Alabama
– -$294K -11,347 Closed
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