We are live on ! Find out more
EPD icon

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
ZCM
251
Ziegler Capital Management
Illinois
$3.79M
TBC
252
Tweedy, Browne Co
Connecticut
$3.73M
HCM
253
Hilton Capital Management
New York
$3.68M
JWA
254
JFS Wealth Advisors
Pennsylvania
$3.68M -$22.3K -835 -0.6%
ProShare Advisors
255
ProShare Advisors
Maryland
$3.61M -$246K -9,196 -7%
MGIA
256
Moneta Group Investment Advisors
Missouri
$3.58M +$271K +10,124 +8%
SGCA
257
Steel Grove Capital Advisors
Tennessee
$3.52M -$63.4K -2,369 -2%
GI
258
GAMCO Investors
Connecticut
$3.51M -$188K -7,040 -5%
AC
259
Avenir Corporation
Virginia
$3.47M
EH
260
Equitable Holdings
New York
$3.4M -$419K -15,683 -11%
CFB
261
Cullen/Frost Bankers
Texas
$3.38M -$70.8K -2,648 -2%
First Trust Advisors
262
First Trust Advisors
Illinois
$3.33M -$10.5M -391,241 -76%
SWP
263
Stratos Wealth Partners
Ohio
$3.27M -$84.1K -3,146 -3%
SAM
264
Smithbridge Asset Management
Pennsylvania
$3.25M +$6.98K +261 +0.2%
ECP
265
Epacria Capital Partners
Colorado
$3.25M +$350K +13,100 +12%
IAA
266
Independent Advisor Alliance
North Carolina
$3.21M +$563K +21,058 +22%
Kovitz Investment Group Partners
267
Kovitz Investment Group Partners
Illinois
$3.21M +$1.42K +53 +0%
TCM
268
Tufton Capital Management
Maryland
$3.2M -$1.6K -60 -0.1%
AIP
269
ARS Investment Partners
New York
$3.2M
BA
270
BCM Advisors
Louisiana
$3.19M
Pacer Advisors
271
Pacer Advisors
Pennsylvania
$3.18M -$318K -11,906 -9%
Franklin Resources
272
Franklin Resources
California
$3.17M +$12.5K +466 +0.4%
MFFIA
273
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$3.14M -$5.08K -190 -0.2%
KeyBank National Association
274
KeyBank National Association
Ohio
$3.11M +$68.9K +2,576 +2%
EWA
275
EP Wealth Advisors
California
$3.08M +$2.92M +109,113 +3,233%

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.