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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
GVAG
326
Great Valley Advisor Group
Delaware
$2.19M -$364K -13,622 -15%
SSG
327
Summit Securities Group
New York
$2.19M +$658K +24,600 +44%
BAM
328
Belpointe Asset Management
Nevada
$2.17M +$906K +33,876 +75%
SWS
329
SYSTM Wealth Solutions
Illinois
$2.17M +$550K +20,577 +35%
CIA
330
Choate Investment Advisors
Massachusetts
$2.16M +$654K +24,436 +45%
CCG
331
Chatham Capital Group
Georgia
$2.15M -$88.2K -3,299 -4%
NAM
332
Nexpoint Asset Management
Texas
$2.15M
SA
333
SL Advisors
New Jersey
$2.13M +$3.16K +118 +0.2%
PH
334
Pinnacle Holdings
Oklahoma
$2.1M -$29.3K -1,095 -1%
CA
335
CoreCap Advisors
Michigan
$2.06M +$48.5K +1,813 +2%
SIC
336
Samalin Investment Counsel
New York
$2.06M +$109K +4,080 +6%
GCM
337
Granby Capital Management
Florida
$2.05M +$2.01M +75,000 New
CWP
338
Cyndeo Wealth Partners
Florida
$2.03M -$445K -16,647 -18%
RSWM
339
Robertson Stephens Wealth Management
California
$2.03M
EI
340
EDMP Inc
Florida
$2.03M -$125K -4,680 -6%
RHDIC
341
R.H. Dinel Investment Counsel
California
$2.02M
FIA
342
Foundations Investment Advisors
Arizona
$2.02M +$914K +34,180 +87%
SCM
343
Schnieders Capital Management
California
$1.99M
P
344
Pitcairn
Pennsylvania
$1.99M
HTC
345
Haverford Trust Company
Pennsylvania
$1.98M -$43.1K -1,613 -2%
OCM
346
Orleans Capital Management
Louisiana
$1.94M
CCM
347
Chiron Capital Management
Florida
$1.94M -$257K -9,596 -12%
LC
348
Lindbrook Capital
California
$1.94M +$85.4K +3,194 +5%
MIM
349
Meixler Investment Management
Arizona
$1.94M -$2.01K -75 -0.1%
ICG
350
InterOcean Capital Group
Tennessee
$1.93M +$224K +8,357 +13%

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.