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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 %
RFN
1226
Redwood Financial Network
Ohio
– -$291K -11,242 Closed
AWAG
1227
ARS Wealth Advisors Group
Florida
– -$281K -10,845 Closed
ARC
1228
Advisor Resource Council
Texas
– -$275K -10,326 Closed
EC
1229
EJF Capital
Virginia
– -$259K -10,000 Closed
RCG
1230
Regatta Capital Group
California
– -$237K -9,839 Closed
XT
1231
XTX Topco
Cayman Islands
– -$250K -9,642 Closed
WFM
1232
Wolff Financial Management
Michigan
– -$229K -8,834 Closed
AWA
1233
Arkadios Wealth Advisors
Georgia
– -$227K -8,766 Closed
DFG
1234
Delta Financial Group
New Jersey
– -$219K -8,465 Closed
ORI
1235
Oak Ridge Investments
Illinois
– -$204K -7,886 Closed
AIA
1236
Arrow Investment Advisors
Maryland
– -$204K -7,877 Closed
Chevy Chase Trust
1237
Chevy Chase Trust
Maryland
– -$203K -7,850 Closed
ZIMP
1238
Zimmermann Investment Management & Planning
Pennsylvania
– -$203K -7,848 Closed
VA
1239
Valmark Advisers
Ohio
– -$201K -7,774 Closed
SOS
1240
Silver Oak Securities
Tennessee
– -$201K -7,757 Closed
AWM
1241
Accel Wealth Management
Iowa
– -$183K -7,056 Closed
GFWA
1242
Grey Fox Wealth Advisors
Delaware
– -$114K -4,385 Closed
GCWM
1243
Graham Capital Wealth Management
District of Columbia
– -$1.1M -4,238 Closed
JFGIW
1244
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$103K -3,992 Closed
BAAM
1245
Baker Avenue Asset Management
California
– -$77.7K -3,000 Closed
PAI
1246
Pittenger & Anderson Inc
Nebraska
– -$37.6K -1,450 Closed
EI
1247
Ellevest Inc
New York
– -$25.3K -975 Closed
TWA
1248
TCI Wealth Advisors
Arizona
– -$16.8K -647 Closed
JFG
1249
Jefferies Financial Group
New York
– -$14.5K -560 Closed
CAM
1250
Costello Asset Management
Pennsylvania
– -$10.5K -404 Closed
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