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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 %
NFG
201
Nations Financial Group
Iowa
$5.76M +$64K +2,339 +1%
BIM
202
Bridgecreek Investment Management
Oklahoma
$5.76M -$54.7K -2,000 -0.9%
SAM
203
Silvercrest Asset Management
New York
$5.7M -$326K -11,910 -5%
CCP
204
Clarkston Capital Partners
Michigan
$5.65M – – –
NA
205
NewEdge Advisors
Louisiana
$5.65M -$395K -14,421 -7%
SIC
206
Salem Investment Counselors
North Carolina
$5.63M -$3.42K -125 -0.1%
Mercer Global Advisors
207
Mercer Global Advisors
Colorado
$5.55M -$13M -473,637 -70%
OF
208
Outfitter Financial
Maine
$5.48M – – –
BCM
209
Bourgeon Capital Management
Connecticut
$5.44M +$6.98K +255 +0.1%
BIM
210
Baldwin Investment Management
Pennsylvania
$5.4M -$96.5K -3,525 -2%
AC
211
Annandale Capital
Texas
$5.37M +$299K +10,930 +6%
SFM
212
Soros Fund Management
New York
$5.2M – – –
KIA
213
Knollwood Investment Advisory
Maryland
$5.2M – – –
JHCP
214
Jackson Hole Capital Partners
Oklahoma
$5.14M +$249K +9,082 +5%
TBA
215
Tower Bridge Advisors
Pennsylvania
$5.1M -$40.5K -1,480 -0.8%
AA
216
Ancora Advisors
Ohio
$5.09M -$415K -15,146 -8%
BFS
217
Bard Financial Services
Connecticut
$5.05M +$34.2K +1,250 +0.7%
FGAM
218
Financial Gravity Asset Management
Texas
$5M +$5M +1,765 New
RJT
219
Raymond James Trust
Florida
$4.99M +$446K +16,284 +10%
SC
220
Savant Capital
Illinois
$4.96M +$22.6K +825 +0.5%
PMG
221
ProVise Management Group
Florida
$4.94M -$73.4K -2,681 -1%
FWIA
222
Fort Washington Investment Advisors
Ohio
$4.89M +$2.41M +88,100 +97%
Brown Advisory
223
Brown Advisory
Maryland
$4.89M +$382K +13,956 +8%
EWM
224
Evercore Wealth Management
New York
$4.86M -$18.8K -687 -0.4%
BCM
225
Birch Capital Management
Texas
$4.85M +$265K +9,693 +6%
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