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Enterprise Products Partners
EPD

Overview Fund Activity

1,169 hedge funds and large institutions have $14.3B invested in Enterprise Products Partners in 2022 Q4 according to their latest regulatory filings, with 139 funds opening new positions, 443 increasing their positions, 284 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,169
Holders Change
+43
Holders Change %
+3.82%
% of All Funds
18.86%
Holding in Top 10
65
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.41%
% of All Funds
1.05%
New
139
Increased
443
Reduced
284
Closed
72
Calls
$320M
Puts
$185M
Net Calls
+$135M
Net Calls Change
-$21.6M

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
$631M
2
WHG
Westwood Holdings Group
Texas
$135M
3
Citigroup
Citigroup
New York
$86.8M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$143M
5
Morgan Stanley
Morgan Stanley
New York
$500M

Top Sellers

1
Blackstone Inc
Blackstone Inc
New York
$621M
2
PI
Putnam Investments
Massachusetts
$12.7M
3
Bank of America
Bank of America
North Carolina
$245M
4
First Eagle Investment Management
First Eagle Investment Management
New York
$50.6M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$4.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIG
176
Renaissance Investment Group
Massachusetts
$6.29M +$12.2K +507 +0.2%
UFG
177
United Fire Group
Iowa
$6.27M – – –
SAM
178
Silvercrest Asset Management
New York
$6.24M -$128K -5,299 -2%
BPA
179
Beacon Pointe Advisors
California
$6.15M +$1.3M +53,919 +27%
OF
180
Outfitter Financial
Maine
$6.09M – – –
IF
181
Insight Folios
North Carolina
$6.09M +$57.6K +2,386 +1%
CCM
182
Chilton Capital Management
Texas
$6.03M +$439K +18,216 +8%
AFG
183
American Financial Group
Ohio
$5.98M +$12.1K +500 +0.2%
SWM
184
Segment Wealth Management
Texas
$5.93M +$102K +4,212 +2%
HBWM
185
Hollow Brook Wealth Management
New York
$5.87M -$65.4K -2,711 -1%
AIA
186
Avalon Investment & Advisory
Texas
$5.86M +$341K +14,128 +6%
SSWM
187
Sheets Smith Wealth Management
North Carolina
$5.82M +$168K +6,983 +3%
PFA
188
Pathway Financial Advisers
Indiana
$5.73M +$5.73M +237,697 New
LW
189
Linscomb Wealth
Texas
$5.71M +$1.7M +70,600 +42%
Cetera Investment Advisers
190
Cetera Investment Advisers
Illinois
$5.66M +$663K +27,471 +13%
RIL
191
Rothschild Investment LLC
Illinois
$5.65M +$223K +9,250 +4%
BIM
192
Bridgecreek Investment Management
Oklahoma
$5.58M -$46.4K -1,925 -0.8%
BFS
193
Bradley Foster & Sargent
Connecticut
$5.49M -$71.7K -2,973 -1%
GHAM
194
Gilman Hill Asset Management
Connecticut
$5.38M -$24K -997 -0.4%
AAA
195
Adams Asset Advisors
Texas
$5.31M -$73.4K -3,045 -1%
HJGA
196
Hardman Johnston Global Advisors
Connecticut
$5.28M -$209K -8,646 -4%
LIM
197
Loudon Investment Management
New Hampshire
$5.23M -$54.3K -2,250 -1%
RCP
198
Rothschild Capital Partners
New York
$5.13M +$1.45K +60 +0%
WC
199
Wexford Capital
Florida
$5.11M +$965K +40,000 +23%
TBA
200
Tower Bridge Advisors
Pennsylvania
$5.08M -$25.3K -1,050 -0.5%
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