We are live on ! Find out more
EPD icon

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
TA
126
Tectonic Advisors
Texas
$11.3M +$317K +12,122 +3%
DADC
127
D.A. Davidson & Co
Montana
$11.2M +$1.28M +49,080 +13%
Cerity Partners
128
Cerity Partners
New York
$10.5M +$739K +28,256 +8%
CCA
129
Catalyst Capital Advisors
New York
$10.4M +$248K +9,500 +2%
AWS
130
Atria Wealth Solutions
New York
$10.2M -$326K -12,484 -3%
N
131
Natixis
France
$10.1M -$12.7M -485,711 -56%
RRAM
132
River Road Asset Management
Kentucky
$10M -$1.31M -50,246 -12%
MC
133
Moors & Cabot
Massachusetts
$9.96M +$44.9K +1,719 +0.5%
H
134
HoyleCohen
California
$9.82M -$69.9K -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 -$416K -15,914 -4%
MGAM
138
McGowan Group Asset Management
Texas
$9.63M -$95.1K -3,637 -1%
OCM
139
Osterweis Capital Management
California
$9.63M +$118K +4,518 +1%
UCFA
140
United Capital Financial Advisors
Texas
$9.55M -$827K -31,652 -8%
AC
141
AlphaCore Capital
California
$9.52M +$9.18M +351,252 +3,439%
HWA
142
Heritage Wealth Advisors
Virginia
$9.23M -$6.87K -263 -0.1%
NC
143
NBW Capital
Massachusetts
$9.08M +$1.17M +44,914 +15%
TF
144
Trek Financial
Arizona
$9.08M +$533K +20,406 +6%
GA
145
Gagnon Advisors
New York
$8.96M
HCM
146
Hillman Capital Management
Maryland
$8.94M -$37.4K -1,430 -0.4%
SIA
147
Sovereign Investment Advisors
Arizona
$8.76M
AMBIA
148
Allen Mooney & Barnes Investment Advisors
Georgia
$8.6M +$14.7K +563 +0.2%
BA
149
Ballast Advisors
Minnesota
$8.57M -$288K -11,034 -3%
OLA
150
Oliver Luxxe Assets
New Jersey
$8.53M -$40.7K -1,556 -0.5%

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.