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Enterprise Products Partners
EPD

1,282 hedge funds and large institutions have $15.4B invested in Enterprise Products Partners in 2023 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 450 increasing their positions, 365 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more first-time investments, than exits

New positions opened: 143 | Existing positions closed: 58

67% more call options, than puts

Call options by funds: $309M | Put options by funds: $184M

23% more repeat investments, than reductions

Existing positions increased: 450 | Existing positions reduced: 365

5% more funds holding

Funds holding: 1,217 → 1,282 (+65)

0.38% more ownership

Funds ownership: 26.58% → 26.96% (+0.38%)

2% less capital invested

Capital invested by funds: $15.8B → $15.4B (-$377M)

8% less funds holding in top 10

Funds holding in top 10: 71 → 65 (-6)

Holders
1,282
Holders Change
+65
Holders Change %
+5.34%
% of All Funds
18.69%
Holding in Top 10
65
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-8.45%
% of All Funds
0.95%
New
143
Increased
450
Reduced
365
Closed
58
Calls
$309M
Puts
$184M
Net Calls
+$124M
Net Calls Change
-$51.3M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$500M
2
Invesco
Invesco
Georgia
+$228M
3
American Century Companies
American Century Companies
Missouri
+$48.1M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$21M
5
Citadel Advisors
Citadel Advisors
Florida
+$16.8M

Top Sellers

Rank Fund Capital Flow
1
MB
Marquard & Bahls
Germany
-$194M
2
BlackRock
BlackRock
New York
-$91M
3
AA
ALPS Advisors
Colorado
-$68.5M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$51.8M
5
IG
ING Group
Netherlands
-$37.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
FCA
301
FLC Capital Advisors
California
$2.78M +$67.5K +2,535 +2%
LC
302
Lavaca Capital
Texas
$2.73M – – –
WAG
303
Windsor Advisory Group
Ohio
$2.72M – – –
TW
304
TritonPoint Wealth
Maryland
$2.68M +$2.71M +101,730 New
DA
305
Doliver Advisors
Texas
$2.67M +$49.3K +1,850 +2%
HKAM
306
Horizon Kinetics Asset Management
New York
$2.67M -$16.5K -618 -0.6%
Sumitomo Mitsui Trust Group
307
Sumitomo Mitsui Trust Group
Japan
$2.66M – – –
CC
308
Cannell & Co
New York
$2.66M – – –
LA
309
Legacy Advisors
Pennsylvania
$2.64M +$29.5K +1,108 +1%
JIC
310
Joel Isaacson & Co
New York
$2.64M +$31.2K +1,170 +1%
CIC
311
Canal Insurance Company
South Carolina
$2.63M – – –
WHRC
312
W.H. Reaves & Co
New Jersey
$2.63M +$2.66M +100,000 New
VFA
313
Valeo Financial Advisors
Indiana
$2.62M -$73.1K -2,745 -3%
WANY
314
Wealthspire Advisors (New York)
New York
$2.61M +$77K +2,890 +3%
LNC
315
Lincoln National Corp
Pennsylvania
$2.6M +$360K +13,507 +16%
CRC
316
Curi RMB Capital
Illinois
$2.59M +$127K +4,782 +5%
TPCW
317
TD Private Client Wealth
New York
$2.54M -$102K -3,832 -4%
CCA
318
Cobblestone Capital Advisors
New York
$2.54M +$346 +13 +0%
AA
319
AlphaQ Advisors
Florida
$2.52M -$1.35M -50,802 -35%
MA
320
MONECO Advisors
Connecticut
$2.51M +$2.05M +76,880 +419%
PIWA
321
Prevail Innovative Wealth Advisors
Kansas
$2.5M +$2.53M +95,062 New
OCM
322
Osterweis Capital Management
California
$2.5M -$7.07M -265,384 -74%
NRS
323
Neville Rodie & Shaw
New York
$2.49M -$137K -5,143 -5%
CTA
324
Chesley Taft & Associates
Illinois
$2.49M +$2.52M +94,500 New
P
325
&Partners
Tennessee
$2.48M +$2.3M +86,208 +1,114%
11 12
13
14 15

EPD Hedge Fund Activity: Q4 2023 in Review

1,282 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Enterprise Products Partners (EPD) for Q4 2023, worth a combined $15.4B — down 2.4% from $15.8B a quarter earlier.

Buyers outnumbered sellers: 143 funds opened new EPD positions and 58 closed out — a net gain of 85 holders — while 450 added to existing stakes and 365 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $500M. The largest seller was Marquard & Bahls, cutting an estimated $194M.

  • 1,282 institutional investors held Enterprise Products Partners (EPD) as of Q4 2023, up from 1,217 in Q3 2023.
  • Funds reported $15.4B of Enterprise Products Partners stock for Q4 2023, down 2.4% quarter-over-quarter.
  • 143 funds opened new Enterprise Products Partners positions in Q4 2023 and 58 closed out, a net change of +85 holders.
  • The largest Enterprise Products Partners buyer in Q4 2023 was Morgan Stanley, an estimated $500M added.
  • The largest Enterprise Products Partners seller in Q4 2023 was Marquard & Bahls, an estimated $194M sold.

Based on aggregated 13F filings for Q4 2023.