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Enterprise Products Partners
EPD

Overview Fund Activity

1,213 hedge funds and large institutions have $15.8B invested in Enterprise Products Partners in 2023 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 458 increasing their positions, 333 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,213
Holders Change
+10
Holders Change %
+0.83%
% of All Funds
19.34%
Holding in Top 10
71
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.43%
% of All Funds
1.13%
New
82
Increased
458
Reduced
333
Closed
52
Calls
$343M
Puts
$167M
Net Calls
+$176M
Net Calls Change
+$53.7M

Top Buyers

1
AA
1
ALPS Advisors
Colorado
$1.04B
2
Goldman Sachs
2
Goldman Sachs
New York
$631M
3
Blackstone Inc
3
Blackstone Inc
New York
$633M
4
American Century Companies
4
American Century Companies
Missouri
$474M
5
Mirae Asset Global Investments
5
Mirae Asset Global Investments
South Korea
$264M

Top Sellers

1
MB
1
Marquard & Bahls
Germany
$808M
2
Morgan Stanley
2
Morgan Stanley
New York
$457M
3
CIBC Private Wealth Group
3
CIBC Private Wealth Group
Georgia
$296M
4
WHG
4
Westwood Holdings Group
Texas
$125M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$382M
Name Holding Trade Value Shares
Change 		Shares
Change %
SJIM
1201
St. Johns Investment Management
Florida
$7.99K – – –
BCMLT
1202
Beacon Capital Management LLC (Tennessee)
Tennessee
$6.58K – – –
RDFA
1203
Ritter Daniher Financial Advisory
Ohio
$6.16K +$6.16K +225 New
BSB
1204
Bangor Savings Bank
Maine
$5.26K – – –
PP
1205
PFS Partners
New Jersey
$4.93K – – –
PCM
1206
Penserra Capital Management
California
$4K +$1.33K +59 +50%
HWM
1207
HighMark Wealth Management
Minnesota
$2.86K +$55 +2 +2%
AA
1208
Addison Advisors
Vermont
$2.66K +$2.66K +97 New
SFCL
1209
Strengthening Families & Communities LLC
Massachusetts
$2K +$32 +1 +2%
GBT
1210
Grove Bank & Trust
Florida
$1.45K +$1.45K +53 New
BWM
1211
Baystate Wealth Management
Massachusetts
$1.23K -$1.83K -67 -60%
AWA
1212
Authentikos Wealth Advisory
California
$657 +$657 +24 New
DWA
1213
Delos Wealth Advisors
Texas
$655 +$26 +1 +4%
CA
1214
Crewe Advisors
Utah
$411 – – –
PI
1215
Putnam Investments
Massachusetts
– -$14.3M -543,812 Closed
N
1216
Natixis
France
– -$10.1M -382,254 Closed
HCM
1217
Hillman Capital Management
Maryland
– -$8.94M -339,224 Closed
SW
1218
SteelPeak Wealth
California
– -$5.37M -203,668 Closed
SGL
1219
Sonic GP LLC
Hawaii
– -$5.27M -200,000 Closed
CWP
1220
CFM Wealth Partners
Texas
– -$3.71M -140,903 Closed
V
1221
Veritable
Delaware
– -$3.66M -139,076 Closed
SPW
1222
Surience Private Wealth
Washington
– -$2.62M -99,354 Closed
DCM
1223
Difesa Capital Management
New York
– -$2.03M -77,030 Closed
ONB
1224
Old National Bancorp
Indiana
– -$1.98M -75,330 Closed
BI
1225
Bramshill Investments
Florida
– -$1.69M -64,000 Closed
47 48
49
50 51