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Enterprise Products Partners

1,217 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, 460 increasing their positions, 333 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more call options, than puts

Call options by funds: $343M | Put options by funds: $167M

58% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 52

38% more repeat investments, than reductions

Existing positions increased: 460 | Existing positions reduced: 333

5% more capital invested

Capital invested by funds: $15B → $15.8B (+$804M)

1% more funds holding in top 10

Funds holding in top 10: 7071 (+1)

1% more funds holding

Funds holding: 1,2071,217 (+10)

0.41% more ownership

Funds ownership: 26.17%26.58% (+0.41%)

Holders
1,217
Holders Change
+10
Holders Change %
+0.83%
% of All Funds
19.31%
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
460
Reduced
333
Closed
52
Calls
$343M
Puts
$167M
Net Calls
+$176M
Net Calls Change
+$53.7M
Name Holding Trade Value Shares
Change
Change in
Stake
LW
226
Linscomb Wealth
Texas
$4.81M -$124K -4,639 -3%
ADBIC
227
A.D. Beadell Investment Counsel
Wisconsin
$4.8M +$66.9K +2,500 +1%
OFA
228
Oak Family Advisors
Illinois
$4.77M +$50.8K +1,898 +1%
AAS
229
Avantax Advisory Services
Texas
$4.74M -$73.8K -2,759 -2%
AI
230
ArchPoint Investors
Florida
$4.51M
IA
231
Icon Advisers
Colorado
$4.49M +$722K +27,000 +19%
CCA
232
Childress Capital Advisors
Texas
$4.39M +$310K +11,584 +8%
CCM
233
Cullen Capital Management
New York
$4.38M +$1.96M +73,302 +84%
Calamos Advisors
234
Calamos Advisors
Illinois
$4.32M +$106K +3,970 +3%
SS
235
Sunbelt Securities
Texas
$4.28M +$6.77K +253 +0.2%
Northwestern Mutual Wealth Management
236
Northwestern Mutual Wealth Management
Wisconsin
$4.27M +$368K +13,749 +10%
AAM
237
AR Asset Management
California
$4.26M -$20.1K -750 -0.5%
FHC
238
First Heartland Consultants
Missouri
$4.24M -$898K -33,588 -18%
APSI
239
Asset Planning Services Inc
Louisiana
$4.24M +$26.7K +1,000 +0.6%
PA
240
Pinnacle Associates
New York
$4.2M -$963K -36,010 -19%
CGA
241
Crescent Grove Advisors
Illinois
$4.2M -$940K -35,133 -19%
Cerity Partners
242
Cerity Partners
New York
$4.17M -$6.62M -247,558 -62%
POIA
243
Pin Oak Investment Advisors
Texas
$4.15M +$28.1K +1,050 +0.7%
MA
244
Mutual Advisors
Nebraska
$4.15M -$123K -4,610 -3%
SIC
245
Shoker Investment Counsel
Ohio
$4.11M +$22.2K +831 +0.6%
BF
246
BOK Financial
Oklahoma
$4.04M +$6.15K +230 +0.1%
CAL
247
Capital Analysts LLC
Pennsylvania
$4.02M +$75.7K +2,830 +2%
AA
248
AlphaQ Advisors
Florida
$4.01M -$866K -32,383 -18%
PHS
249
Pekin Hardy Strauss
Illinois
$3.9M
Acadian Asset Management
250
Acadian Asset Management
Massachusetts
$3.79M +$3.71M +138,636 New

EPD Hedge Fund Activity: Q3 2023 in Review

1,217 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Enterprise Products Partners (EPD) for Q3 2023, worth a combined $15.8B — up 5.4% from $15B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new EPD positions and 52 closed out — a net gain of 30 holders — while 460 added to existing stakes and 333 trimmed.

The largest buyer was ALPS Advisors, adding an estimated $170M. The largest seller was Marquard & Bahls, cutting an estimated $199M.

  • 1,217 institutional investors held Enterprise Products Partners (EPD) as of Q3 2023, up from 1,207 in Q2 2023.
  • Funds reported $15.8B of Enterprise Products Partners stock for Q3 2023, up 5.4% quarter-over-quarter.
  • 82 funds opened new Enterprise Products Partners positions in Q3 2023 and 52 closed out, a net change of +30 holders.
  • The largest Enterprise Products Partners buyer in Q3 2023 was ALPS Advisors, an estimated $170M added.
  • The largest Enterprise Products Partners seller in Q3 2023 was Marquard & Bahls, an estimated $199M sold.

Based on aggregated 13F filings for Q3 2023.