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Enterprise Products Partners
EPD

Overview Fund Activity

1,213 hedge funds and large institutions have $15.8B invested in Enterprise Products Partners in 2023 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 458 increasing their positions, 333 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,213
Holders Change
+10
Holders Change %
+0.83%
% of All Funds
19.34%
Holding in Top 10
71
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.43%
% of All Funds
1.13%
New
82
Increased
458
Reduced
333
Closed
52
Calls
$343M
Puts
$167M
Net Calls
+$176M
Net Calls Change
+$53.7M

Top Buyers

1
AA
1
ALPS Advisors
Colorado
$1.04B
2
Goldman Sachs
2
Goldman Sachs
New York
$631M
3
Blackstone Inc
3
Blackstone Inc
New York
$633M
4
American Century Companies
4
American Century Companies
Missouri
$474M
5
Mirae Asset Global Investments
5
Mirae Asset Global Investments
South Korea
$264M

Top Sellers

1
MB
1
Marquard & Bahls
Germany
$808M
2
Morgan Stanley
2
Morgan Stanley
New York
$457M
3
CIBC Private Wealth Group
3
CIBC Private Wealth Group
Georgia
$296M
4
WHG
4
Westwood Holdings Group
Texas
$125M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$382M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFG
176
American Financial Group
Ohio
$6.98M +$123K +4,500 +2%
HBWM
177
Hollow Brook Wealth Management
New York
$6.91M +$10.9K +397 +0.2%
DIM
178
Delta Investment Management
California
$6.89M +$166K +6,067 +2%
SVWAG
179
Sound View Wealth Advisors Group
Georgia
$6.85M +$43.8K +1,600 +0.6%
TFA
180
Teamwork Financial Advisors
Texas
$6.83M -$27.3K -999 -0.4%
SWM
181
Segment Wealth Management
Texas
$6.75M +$985 +36 +0%
CCM
182
Chilton Capital Management
Texas
$6.75M -$235K -8,570 -3%
HSBC Holdings
183
HSBC Holdings
United Kingdom
$6.74M -$1.79M -65,411 -21%
AM
184
Account Management
Massachusetts
$6.7M +$119K +4,350 +2%
ASN
185
Advisory Services Network
Georgia
$6.7M +$965K +35,267 +17%
AAA
186
Adams Asset Advisors
Texas
$6.66M +$628K +22,945 +10%
RIL
187
Rothschild Investment LLC
Illinois
$6.59M +$60.2K +2,198 +0.9%
SSWM
188
Sheets Smith Wealth Management
North Carolina
$6.5M -$83.1K -3,035 -1%
MIS
189
Morningstar Investment Services
Illinois
$6.47M +$18.4K +672 +0.3%
WIC
190
Woodmont Investment Counsel
Tennessee
$6.18M -$732K -26,742 -11%
SPIA
191
Steward Partners Investment Advisory
New York
$6.17M +$79.6K +2,910 +1%
GHAM
192
Gilman Hill Asset Management
Connecticut
$6.13M -$90.7K -3,312 -1%
HAI
193
Hennessy Advisors Inc
California
$6.06M +$312K +11,400 +5%
HJGA
194
Hardman Johnston Global Advisors
Connecticut
$5.99M – – –
Cetera Investment Advisers
195
Cetera Investment Advisers
Illinois
$5.94M -$690K -25,215 -10%
BFS
196
Bradley Foster & Sargent
Connecticut
$5.92M – – –
AHC
197
Adell Harriman & Carpenter
Texas
$5.89M +$704K +25,723 +14%
MIM
198
Morningstar Investment Management
Illinois
$5.85M +$10.5K +385 +0.2%
LIM
199
Loudon Investment Management
New Hampshire
$5.82M -$19.2K -700 -0.3%
RCP
200
Rothschild Capital Partners
New York
$5.79M – – –
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8
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