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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 %
RIG
176
Renaissance Investment Group
Massachusetts
$6.85M -$84.9K -3,223 -1%
PCM
177
Parsons Capital Management
Rhode Island
$6.81M +$461K +17,500 +7%
CCM
178
Chilton Capital Management
Texas
$6.72M -$109K -4,132 -2%
WIC
179
Woodmont Investment Counsel
Tennessee
$6.66M -$230K -8,724 -3%
HBWM
180
Hollow Brook Wealth Management
New York
$6.64M +$22.8K +866 +0.3%
TFA
181
Teamwork Financial Advisors
Texas
$6.6M -$336K -12,764 -5%
AFG
182
American Financial Group
Ohio
$6.6M – – –
SVWAG
183
Sound View Wealth Advisors Group
Georgia
$6.55M -$78.7K -2,987 -1%
SWM
184
Segment Wealth Management
Texas
$6.5M +$77.3K +2,935 +1%
DIM
185
Delta Investment Management
California
$6.47M +$984K +37,329 +18%
Cetera Investment Advisers
186
Cetera Investment Advisers
Illinois
$6.39M +$170K +6,436 +3%
SSWM
187
Sheets Smith Wealth Management
North Carolina
$6.34M -$21.1K -799 -0.3%
AM
188
Account Management
Massachusetts
$6.34M -$461K -17,500 -7%
RIL
189
Rothschild Investment LLC
Illinois
$6.29M +$39.5K +1,500 +0.6%
MIS
190
Morningstar Investment Services
Illinois
$6.21M -$3.34M -126,780 -35%
GHAM
191
Gilman Hill Asset Management
Connecticut
$5.99M +$5.14K +195 +0.1%
BFS
192
Bradley Foster & Sargent
Connecticut
$5.92M -$54.4K -2,063 -0.9%
SPIA
193
Steward Partners Investment Advisory
New York
$5.86M +$779K +29,580 +15%
NA
194
NewEdge Advisors
Louisiana
$5.82M -$138K -5,254 -2%
AAA
195
Adams Asset Advisors
Texas
$5.81M – – –
SAM
196
Silvercrest Asset Management
New York
$5.8M -$959K -36,395 -14%
HJGA
197
Hardman Johnston Global Advisors
Connecticut
$5.76M – – –
MIM
198
Morningstar Investment Management
Illinois
$5.63M -$680K -25,802 -11%
LIM
199
Loudon Investment Management
New Hampshire
$5.62M -$21.1K -800 -0.4%
BIM
200
Bridgecreek Investment Management
Oklahoma
$5.6M -$124K -4,700 -2%
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