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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
RCP
201
Rothschild Capital Partners
New York
$5.58M
HAI
202
Hennessy Advisors Inc
California
$5.53M
ASN
203
Advisory Services Network
Georgia
$5.52M +$818K +31,286 +18%
NFG
204
Nations Financial Group
Iowa
$5.48M +$145K +5,563 +3%
CCP
205
Clarkston Capital Partners
Michigan
$5.44M
SIC
206
Salem Investment Counselors
North Carolina
$5.43M
SW
207
SteelPeak Wealth
California
$5.37M +$5.32M +203,668 New
AA
208
Ancora Advisors
Ohio
$5.3M -$77.3K -2,957 -1%
BIM
209
Baldwin Investment Management
Pennsylvania
$5.29M -$11.8K -450 -0.2%
OF
210
Outfitter Financial
Maine
$5.28M -$1.36M -51,888 -21%
SGL
211
Sonic GP LLC
Hawaii
$5.27M
BCM
212
Bourgeon Capital Management
Connecticut
$5.23M -$50.9K -1,946 -1%
AHC
213
Adell Harriman & Carpenter
Texas
$5.03M -$323K -12,352 -6%
SFM
214
Soros Fund Management
New York
$5.01M
KIA
215
Knollwood Investment Advisory
Maryland
$5M
PA
216
Pinnacle Associates
New York
$4.99M -$414K -15,823 -8%
CGA
217
Crescent Grove Advisors
Illinois
$4.97M +$1.28M +48,790 +35%
FHC
218
First Heartland Consultants
Missouri
$4.97M +$166K +6,338 +3%
TBA
219
Tower Bridge Advisors
Pennsylvania
$4.95M -$500K -19,145 -9%
AC
220
Annandale Capital
Texas
$4.89M -$271K -10,383 -5%
BFS
221
Bard Financial Services
Connecticut
$4.83M
PMG
222
ProVise Management Group
Florida
$4.83M -$50.6K -1,937 -1%
SC
223
Savant Capital
Illinois
$4.76M +$4.26M +162,841 +918%
LW
224
Linscomb Wealth
Texas
$4.75M -$7.32K -280 -0.2%
AA
225
AlphaQ Advisors
Florida
$4.71M +$66.3K +2,538 +1%

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.