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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
AWM
1226
Axxcess Wealth Management
California
-$333K -12,854 Closed
SWA
1227
SFMG Wealth Advisors
Texas
-$321K -12,386 Closed
PFGIA
1228
Patriot Financial Group Insurance Agency
Massachusetts
-$302K -11,655 Closed
AP
1229
Arlington Partners
Alabama
-$294K -11,347 Closed
RFN
1230
Redwood Financial Network
Ohio
-$291K -11,242 Closed
AWAG
1231
ARS Wealth Advisors Group
Florida
-$281K -10,845 Closed
ARC
1232
Advisor Resource Council
Texas
-$275K -10,326 Closed
EC
1233
EJF Capital
Virginia
-$259K -10,000 Closed
RCG
1234
Regatta Capital Group
California
-$237K -9,839 Closed
XT
1235
XTX Topco
Cayman Islands
-$250K -9,642 Closed
WFM
1236
Wolff Financial Management
Michigan
-$229K -8,834 Closed
AWA
1237
Arkadios Wealth Advisors
Georgia
-$227K -8,766 Closed
DFG
1238
Delta Financial Group
New Jersey
-$219K -8,465 Closed
ORI
1239
Oak Ridge Investments
Illinois
-$204K -7,886 Closed
AIA
1240
Arrow Investment Advisors
Maryland
-$204K -7,877 Closed
Chevy Chase Trust
1241
Chevy Chase Trust
Maryland
-$203K -7,850 Closed
ZIMP
1242
Zimmermann Investment Management & Planning
Pennsylvania
-$203K -7,848 Closed
VA
1243
Valmark Advisers
Ohio
-$201K -7,774 Closed
SOS
1244
Silver Oak Securities
Tennessee
-$201K -7,757 Closed
AWM
1245
Accel Wealth Management
Iowa
-$183K -7,056 Closed
GFWA
1246
Grey Fox Wealth Advisors
Delaware
-$114K -4,385 Closed
GCWM
1247
Graham Capital Wealth Management
District of Columbia
-$1.1M -4,238 Closed
JFGIW
1248
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$103K -3,992 Closed
CG
1249
Cutler Group
California
-$95.4K -3,650 -100%
BAAM
1250
Baker Avenue Asset Management
California
-$77.7K -3,000 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.