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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
MB
1
Marquard & Bahls
Germany
$974M
AA
2
ALPS Advisors
Colorado
$832M -$19.3M -738,911 -2%
BlackRock
3
BlackRock
New York
$545M -$106M -4,046,030 -16%
Blackstone Inc
4
Blackstone Inc
New York
$544M +$64.6M +2,472,396 +14%
Goldman Sachs
5
Goldman Sachs
New York
$511M -$18.3M -700,461 -3%
Morgan Stanley
6
Morgan Stanley
New York
$486M -$41M -1,568,809 -8%
Neuberger Berman Group
7
Neuberger Berman Group
New York
$473M -$7.22M -276,420 -2%
Fayez Sarofim & Co
8
Fayez Sarofim & Co
Texas
$438M +$1.64M +62,558 +0.4%
TCA
9
Tortoise Capital Advisors
Kansas
$425M +$99.4M +3,801,681 +32%
American Century Companies
10
American Century Companies
Missouri
$400M +$20.6M +788,282 +5%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$396M +$11.7M +448,870 +3%
EIP
12
Energy Income Partners
Connecticut
$378M -$19.6M -751,334 -5%
ClearBridge Investments
13
ClearBridge Investments
New York
$344M -$3.98M -152,389 -1%
CIBC Private Wealth Group
14
CIBC Private Wealth Group
Georgia
$323M +$30.5M +1,168,745 +11%
KACA
15
Kayne Anderson Capital Advisors
California
$293M -$3.53M -135,178 -1%
Bank of America
16
Bank of America
North Carolina
$285M -$32M -1,224,525 -10%
UBS Group
17
UBS Group
Switzerland
$276M -$63.7M -2,436,126 -19%
Ensign Peak Advisors
18
Ensign Peak Advisors
Utah
$244M
Invesco
19
Invesco
Georgia
$242M +$29.9M +1,142,425 +14%
JP Morgan Chase
20
JP Morgan Chase
New York
$228M -$7.85M -300,361 -3%
Mirae Asset Global Investments
21
Mirae Asset Global Investments
South Korea
$219M -$3.92M -150,060 -2%
Principal Financial Group
22
Principal Financial Group
Iowa
$183M -$31M -1,186,228 -15%
WHG
23
Westwood Holdings Group
Texas
$155M -$2.74M -104,886 -2%
HCM
24
Hamlin Capital Management
New York
$130M +$137K +5,223 +0.1%
Deutsche Bank
25
Deutsche Bank
Germany
$125M +$2.65M +101,300 +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.