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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
DAS
326
Dynamic Advisor Solutions
Arizona
$2.7M +$339K +12,356 +15%
LA
327
Legacy Advisors
Pennsylvania
$2.69M -$222K -8,070 -8%
TW
328
TritonPoint Wealth
Maryland
$2.68M +$272K +9,908 +10%
HH
329
Hilltop Holdings
Texas
$2.67M -$16.6K -605 -0.7%
NRS
330
Neville Rodie & Shaw
New York
$2.67M -$81.3K -2,960 -3%
IFG
331
Independent Financial Group
California
$2.66M +$180K +6,548 +8%
MNBTD
332
Moody National Bank Trust Division
Texas
$2.65M +$58.4K +2,126 +2%
HCM
333
Hutner Capital Management
Vermont
$2.65M
Lido Advisors
334
Lido Advisors
California
$2.63M -$540K -19,654 -18%
ICG
335
InterOcean Capital Group
Tennessee
$2.62M +$62.1K +2,260 +3%
OCM
336
Osterweis Capital Management
California
$2.61M -$155K -5,650 -6%
CA
337
CoreCap Advisors
Michigan
$2.57M +$219K +7,969 +10%
HFS
338
Howard Financial Services
Texas
$2.56M +$37.6K +1,371 +2%
UCFA
339
United Capital Financial Advisors
Texas
$2.55M -$624K -22,725 -21%
VV
340
Verity & Verity
South Carolina
$2.55M -$95.7K -3,487 -4%
CL
341
COWA LLC
Oklahoma
$2.5M +$384 +14 +0%
SIC
342
Samalin Investment Counsel
New York
$2.5M +$121K +4,416 +5%
Walleye Capital
343
Walleye Capital
New York
$2.45M
BF
344
BOK Financial
Oklahoma
$2.44M -$2.01M -73,036 -47%
PGFC
345
Peapack-Gladstone Financial Corp
New Jersey
$2.41M -$166K -6,038 -7%
PH
346
Pinnacle Holdings
Oklahoma
$2.4M
GVAG
347
Great Valley Advisor Group
Delaware
$2.4M +$160K +5,836 +8%
IA
348
IFG Advisory
Georgia
$2.37M +$629K +22,906 +39%
VF
349
Virtu Financial
New York
$2.34M +$643K +23,429 +41%
FIA
350
Foundations Investment Advisors
Arizona
$2.33M -$139K -5,080 -6%

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.