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Enterprise Products Partners
EPD

Overview Fund Activity

1,313 hedge funds and large institutions have $16B invested in Enterprise Products Partners in 2024 Q1 according to their latest regulatory filings, with 114 funds opening new positions, 473 increasing their positions, 389 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,313
Holders Change
+38
Holders Change %
+2.98%
% of All Funds
19.04%
Holding in Top 10
68
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.62%
% of All Funds
0.99%
New
114
Increased
473
Reduced
389
Closed
58
Calls
$331M
Puts
$162M
Net Calls
+$170M
Net Calls Change
+$45.3M

Top Buyers

1
Invesco
1
Invesco
Georgia
$644M
2
AA
2
ALPS Advisors
Colorado
$1.1B
3
Allianz Asset Management
3
Allianz Asset Management
Germany
$80M
4
UBS Group
4
UBS Group
Switzerland
$342M
5
Blackstone Inc
5
Blackstone Inc
New York
$687M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$600M
2
BlackRock
2
BlackRock
New York
$289M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$118M
4
Goldman Sachs
4
Goldman Sachs
New York
$591M
5
IG
5
ING Group
Netherlands
$33.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
1326
Caprock Group
Idaho
– -$581K -22,042 Closed
GLLW
1327
Graves Light Lenhart Wealth
Virginia
– -$557K -21,140 Closed
ARC
1328
Advisor Resource Council
Texas
– -$535K -20,307 Closed
BCM
1329
Bluefin Capital Management
New York
– -$461K -17,600 Closed
MHS
1330
M Holdings Securities
Oregon
– -$454K -17,218 Closed
CWP
1331
Curated Wealth Partners
California
– -$439K -16,670 Closed
TFS
1332
Thoroughbred Financial Services
Tennessee
– -$392K -14,911 Closed
Lazard Asset Management
1333
Lazard Asset Management
New York
– -$385K -14,631 Closed
CIM
1334
Chiron Investment Management
New York
– -$317K -12,048 Closed
SG
1335
Somerset Group
Minnesota
– -$316K -12,000 Closed
XT
1336
XTX Topco
Cayman Islands
– -$294K -11,143 Closed
EW
1337
Enzi Wealth
Texas
– -$260K -9,868 Closed
SIA
1338
Soltis Investment Advisors
Utah
– -$260K -9,860 Closed
GPA
1339
Guerra Pan Advisors
New Jersey
– -$250K -9,500 Closed
GWS
1340
Glassman Wealth Services
Virginia
– -$250K -9,487 Closed
WI
1341
Wintrust Investments
Illinois
– -$244K -9,270 Closed
WAM
1342
Weatherly Asset Management
California
– -$241K -9,150 Closed
FA
1343
FDx Advisors
Illinois
– -$239K -9,065 Closed
FLPIM
1344
F.L. Putnam Investment Management
Massachusetts
– -$223K -8,445 Closed
SL
1345
SFM LLC
New Hampshire
– -$214K -8,140 Closed
Koshinski Asset Management
1346
Koshinski Asset Management
Illinois
– -$210K -7,973 Closed
LA
1347
LM Advisors
California
– -$154K -5,855 Closed
ODG
1348
O'Dell Group
Ohio
– -$123K -4,657 Closed
CMP
1349
Coston McIsaac & Partners
Maine
– -$115K -4,385 Closed
FWM
1350
Focused Wealth Management
New York
– -$99.4K -3,771 Closed
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