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Enterprise Products Partners

1,320 hedge funds and large institutions have $16B invested in Enterprise Products Partners in 2024 Q1 according to their latest regulatory filings, with 114 funds opening new positions, 475 increasing their positions, 391 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more call options, than puts

Call options by funds: $331M | Put options by funds: $162M

97% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 58

21% more repeat investments, than reductions

Existing positions increased: 475 | Existing positions reduced: 391

5% more funds holding in top 10

Funds holding in top 10: 6568 (+3)

3% more funds holding

Funds holding: 1,2821,320 (+38)

3% more capital invested

Capital invested by funds: $15.4B → $16B (+$536M)

1.65% less ownership

Funds ownership: 26.96%25.31% (-1.7%)

Holders
1,320
Holders Change
+38
Holders Change %
+2.96%
% of All Funds
19.01%
Holding in Top 10
68
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.62%
% of All Funds
0.98%
New
114
Increased
475
Reduced
391
Closed
58
Calls
$331M
Puts
$162M
Net Calls
+$170M
Net Calls Change
+$45.3M
Name Holding Trade Value Shares
Change
Change in
Stake
WIC
226
Woodmont Investment Counsel
Tennessee
$5.28M -$624K -22,713 -11%
BFS
227
Bard Financial Services
Connecticut
$5.24M -$15.1K -550 -0.3%
MA
228
Mutual Advisors
Nebraska
$5.23M -$29.1K -1,059 -0.6%
BCM
229
Birch Capital Management
Texas
$5.16M -$83K -3,022 -2%
Brown Advisory
230
Brown Advisory
Maryland
$5.15M +$37.5K +1,364 +0.8%
CCA
231
Childress Capital Advisors
Texas
$5.08M +$144K +5,250 +3%
AAS
232
Avantax Advisory Services
Texas
$5.04M -$459K -16,706 -9%
EWA
233
EP Wealth Advisors
California
$4.96M +$1.02M +37,184 +28%
Citadel Advisors
234
Citadel Advisors
Florida
$4.95M -$12.6M -460,024 -73%
PMG
235
ProVise Management Group
Florida
$4.95M -$274K -9,994 -6%
IA
236
Icon Advisers
Colorado
$4.9M
TFA
237
Teamwork Financial Advisors
Texas
$4.89M -$2.22M -80,938 -33%
AA
238
Ancora Advisors
Ohio
$4.88M -$467K -17,001 -9%
AI
239
ArchPoint Investors
Florida
$4.81M
ADBIC
240
A.D. Beadell Investment Counsel
Wisconsin
$4.72M -$272K -9,900 -6%
CWP
241
CFM Wealth Partners
Texas
$4.68M +$504K +18,358 +13%
PHS
242
Pekin Hardy Strauss
Illinois
$4.66M +$240K +8,750 +6%
Calamos Advisors
243
Calamos Advisors
Illinois
$4.61M
AAM
244
AR Asset Management
California
$4.55M
FWIA
245
Fort Washington Investment Advisors
Ohio
$4.52M +$411K +14,983 +11%
CGA
246
Crescent Grove Advisors
Illinois
$4.52M +$1.11M +40,465 +35%
RJT
247
Raymond James Trust
Florida
$4.48M -$837K -30,482 -17%
Northwestern Mutual Wealth Management
248
Northwestern Mutual Wealth Management
Wisconsin
$4.32M -$99.1K -3,610 -2%
EF
249
Empowered Funds
Pennsylvania
$4.31M +$645K +23,478 +19%
POIA
250
Pin Oak Investment Advisors
Texas
$4.28M -$56.3K -2,050 -1%

EPD Hedge Fund Activity: Q1 2024 in Review

1,320 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Enterprise Products Partners (EPD) for Q1 2024, worth a combined $16B — up 3.5% from $15.4B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new EPD positions and 58 closed out — a net gain of 56 holders — while 475 added to existing stakes and 391 trimmed.

The largest buyer was Invesco, adding an estimated $91.3M. The largest seller was Morgan Stanley, cutting an estimated $409M.

  • 1,320 institutional investors held Enterprise Products Partners (EPD) as of Q1 2024, up from 1,282 in Q4 2023.
  • Funds reported $16B of Enterprise Products Partners stock for Q1 2024, up 3.5% quarter-over-quarter.
  • 114 funds opened new Enterprise Products Partners positions in Q1 2024 and 58 closed out, a net change of +56 holders.
  • The largest Enterprise Products Partners buyer in Q1 2024 was Invesco, an estimated $91.3M added.
  • The largest Enterprise Products Partners seller in Q1 2024 was Morgan Stanley, an estimated $409M sold.

Based on aggregated 13F filings for Q1 2024.