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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 %
PA
201
Pinnacle Associates
New York
$5.06M -$89.9K -3,728 -2%
DIM
202
Delta Investment Management
California
$5.03M +$146K +6,054 +3%
CCP
203
Clarkston Capital Partners
Michigan
$5M -$35K -1,450 -0.7%
GVAG
204
Great Valley Advisor Group
Delaware
$4.96M +$331K +13,706 +7%
SIC
205
Salem Investment Counselors
North Carolina
$4.93M +$7.72K +320 +0.2%
BCM
206
Bourgeon Capital Management
Connecticut
$4.89M +$17.5K +725 +0.4%
AHC
207
Adell Harriman & Carpenter
Texas
$4.89M -$4.85K -201 -0.1%
BIM
208
Baldwin Investment Management
Pennsylvania
$4.88M +$20.5K +850 +0.4%
AA
209
Ancora Advisors
Ohio
$4.86M -$198K -8,209 -4%
SGL
210
Sonic GP LLC
Hawaii
$4.82M +$4.82M +200,000 New
NFG
211
Nations Financial Group
Iowa
$4.78M -$15.7K -651 -0.3%
ADBIC
212
A.D. Beadell Investment Counsel
Wisconsin
$4.77M – – –
AC
213
Annandale Capital
Texas
$4.72M +$61.1K +2,535 +1%
AM
214
Account Management
Massachusetts
$4.71M +$172K +7,144 +4%
PMG
215
ProVise Management Group
Florida
$4.67M -$9.19K -381 -0.2%
AP
216
Arlington Partners
Alabama
$4.64M – – –
FHC
217
First Heartland Consultants
Missouri
$4.6M -$289K -11,983 -6%
SFM
218
Soros Fund Management
New York
$4.58M – – –
KIA
219
Knollwood Investment Advisory
Maryland
$4.58M +$4.58M +189,935 New
BF
220
BOK Financial
Oklahoma
$4.58M +$2.66M +110,199 +138%
Massachusetts Financial Services
221
Massachusetts Financial Services
Massachusetts
$4.47M -$30.8M -1,276,997 -87%
EWM
222
Evercore Wealth Management
New York
$4.43M +$1.2M +49,881 +37%
HAI
223
Hennessy Advisors Inc
California
$4.4M +$1.21M +50,000 +38%
PFO
224
Pathstone Family Office
New Jersey
$4.35M -$42.7K -3,226 -1%
AA
225
AlphaQ Advisors
Florida
$4.32M +$4.32M +179,046 New
7 8
9
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