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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
IAA
276
Independent Advisor Alliance
North Carolina
$3.56M +$188K +6,864 +6%
FHC
277
First Heartland Consultants
Missouri
$3.54M -$121K -4,411 -4%
CM
278
Cercano Management
Washington
$3.5M +$2.84M +103,574 +630%
IFAM
279
Institutional & Family Asset Management
Colorado
$3.5M +$213K +7,741 +7%
SGCA
280
Steel Grove Capital Advisors
Tennessee
$3.48M -$106K -3,850 -3%
KPWS
281
Kestra Private Wealth Services
Texas
$3.4M -$23.9K -872 -0.7%
First Trust Advisors
282
First Trust Advisors
Illinois
$3.36M +$70.3K +2,559 +2%
SAM
283
Smithbridge Asset Management
Pennsylvania
$3.35M -$43.4K -1,581 -1%
MA
284
MONECO Advisors
Connecticut
$3.34M +$530K +19,288 +20%
AIP
285
ARS Investment Partners
New York
$3.34M -$38.5K -1,403 -1%
WS
286
Wedbush Securities
California
$3.33M +$162K +5,897 +5%
MFFIA
287
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$3.33M -$10.7K -388 -0.3%
EH
288
Equitable Holdings
New York
$3.31M +$130K +4,741 +4%
GJCM
289
Grand Jean Capital Management
California
$3.29M -$38.4K -1,400 -1%
KeyBank National Association
290
KeyBank National Association
Ohio
$3.29M +$10.5K +383 +0.3%
IWC
291
Integrated Wealth Concepts
Massachusetts
$3.27M +$168K +6,123 +6%
TNA
292
True North Advisors
Texas
$3.21M +$3.02M +110,068 New
AWM
293
Apollon Wealth Management
South Carolina
$3.17M +$60.7K +2,210 +2%
BC
294
Blackhill Capital
New Jersey
$3.17M
EWA
295
Exencial Wealth Advisors
Oklahoma
$3.17M +$1.46M +53,045 +95%
PI
296
PFG Investments
New York
$3.17M +$2.98M +108,605 New
WA
297
Waverly Advisors
Alabama
$3.16M +$933K +33,986 +46%
AIS
298
AM Investment Strategies
Tennessee
$3.14M +$69.7K +2,539 +2%
CSPIA
299
Cary Street Partners Investment Advisory
Virginia
$3.14M +$2.67M +97,186 +946%
CWP
300
Cyndeo Wealth Partners
Florida
$3.09M +$883K +32,148 +44%

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.