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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
RIG
176
Renaissance Investment Group
Massachusetts
$6.85M -$84.2K -3,223 -1%
PCM
177
Parsons Capital Management
Rhode Island
$6.81M +$457K +17,500 +7%
CCM
178
Chilton Capital Management
Texas
$6.72M -$108K -4,132 -2%
WIC
179
Woodmont Investment Counsel
Tennessee
$6.66M -$228K -8,724 -3%
HBWM
180
Hollow Brook Wealth Management
New York
$6.64M +$22.6K +866 +0.3%
TFA
181
Teamwork Financial Advisors
Texas
$6.6M -$334K -12,764 -5%
AFG
182
American Financial Group
Ohio
$6.6M
SVWAG
183
Sound View Wealth Advisors Group
Georgia
$6.55M -$78.1K -2,987 -1%
SWM
184
Segment Wealth Management
Texas
$6.5M +$76.7K +2,935 +1%
DIM
185
Delta Investment Management
California
$6.47M +$976K +37,329 +18%
Cetera Investment Advisers
186
Cetera Investment Advisers
Illinois
$6.39M +$168K +6,436 +3%
SSWM
187
Sheets Smith Wealth Management
North Carolina
$6.34M -$20.9K -799 -0.3%
AM
188
Account Management
Massachusetts
$6.34M -$457K -17,500 -7%
RIL
189
Rothschild Investment LLC
Illinois
$6.29M +$39.2K +1,500 +0.6%
MIS
190
Morningstar Investment Services
Illinois
$6.21M -$3.31M -126,780 -35%
GHAM
191
Gilman Hill Asset Management
Connecticut
$5.99M +$5.1K +195 +0.1%
BFS
192
Bradley Foster & Sargent
Connecticut
$5.92M -$53.9K -2,063 -0.9%
SPIA
193
Steward Partners Investment Advisory
New York
$5.86M +$773K +29,580 +15%
NA
194
NewEdge Advisors
Louisiana
$5.82M -$137K -5,254 -2%
AAA
195
Adams Asset Advisors
Texas
$5.81M
SAM
196
Silvercrest Asset Management
New York
$5.8M -$951K -36,395 -14%
HJGA
197
Hardman Johnston Global Advisors
Connecticut
$5.76M
MIM
198
Morningstar Investment Management
Illinois
$5.63M -$674K -25,802 -11%
LIM
199
Loudon Investment Management
New Hampshire
$5.62M -$20.9K -800 -0.4%
BIM
200
Bridgecreek Investment Management
Oklahoma
$5.6M -$123K -4,700 -2%

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.