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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
1
Brookfield Corp
Ontario, Canada
$119M
2
TCA
2
Tortoise Capital Advisors
Kansas
$425M
3
Blackstone Inc
3
Blackstone Inc
New York
$544M
4
IG
4
ING Group
Netherlands
$109M
5
CIBC Private Wealth Group
5
CIBC Private Wealth Group
Georgia
$323M

Top Sellers

1
BlackRock
1
BlackRock
New York
$545M
2
Barclays
2
Barclays
United Kingdom
$24M
3
UBS Group
3
UBS Group
Switzerland
$276M
4
Citigroup
4
Citigroup
New York
$1.49M
5
Morgan Stanley
5
Morgan Stanley
New York
$486M
Name Holding Trade Value Shares
Change 		Shares
Change %
TA
126
Tectonic Advisors
Texas
$11.3M +$319K +12,122 +3%
DADC
127
D.A. Davidson & Co
Montana
$11.2M +$1.29M +49,080 +13%
Cerity Partners
128
Cerity Partners
New York
$10.5M +$745K +28,256 +8%
CCA
129
Catalyst Capital Advisors
New York
$10.4M +$250K +9,500 +2%
AWS
130
Atria Wealth Solutions
New York
$10.2M -$329K -12,484 -3%
N
131
Natixis
France
$10.1M -$12.8M -485,711 -56%
RRAM
132
River Road Asset Management
Kentucky
$10M -$1.32M -50,246 -12%
MC
133
Moors & Cabot
Massachusetts
$9.96M +$45.3K +1,719 +0.5%
H
134
HoyleCohen
California
$9.82M -$70.5K -2,676 -0.7%
GF
135
Gabelli Funds
New York
$9.78M – – –
CCM
136
Cohen Capital Management
California
$9.71M – – –
AWM
137
AE Wealth Management
Kansas
$9.69M -$419K -15,914 -4%
MGAM
138
McGowan Group Asset Management
Texas
$9.63M -$95.8K -3,637 -1%
OCM
139
Osterweis Capital Management
California
$9.63M +$119K +4,518 +1%
UCFA
140
United Capital Financial Advisors
Texas
$9.55M -$834K -31,652 -8%
AC
141
AlphaCore Capital
California
$9.52M +$9.26M +351,252 +3,439%
HWA
142
Heritage Wealth Advisors
Virginia
$9.23M -$6.93K -263 -0.1%
NC
143
NBW Capital
Massachusetts
$9.08M +$1.18M +44,914 +15%
TF
144
Trek Financial
Arizona
$9.08M +$538K +20,406 +6%
GA
145
Gagnon Advisors
New York
$8.96M – – –
HCM
146
Hillman Capital Management
Maryland
$8.94M -$37.7K -1,430 -0.4%
SIA
147
Sovereign Investment Advisors
Arizona
$8.76M – – –
AMBIA
148
Allen Mooney & Barnes Investment Advisors
Georgia
$8.6M +$14.8K +563 +0.2%
BA
149
Ballast Advisors
Minnesota
$8.57M -$291K -11,034 -3%
OLA
150
Oliver Luxxe Assets
New Jersey
$8.53M -$41K -1,556 -0.5%
4 5
6
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