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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
LIM
351
Leavell Investment Management
Alabama
$1.93M -$117K -4,384 -6%
BTI
352
Blue Trust Inc
Georgia
$1.92M +$55.3K +2,067 +3%
WA
353
Waverly Advisors
Alabama
$1.91M +$1.26M +47,237 +209%
CG
354
Clarus Group
Texas
$1.91M -$12.2K -457 -0.7%
HNB
355
Huntington National Bank
Ohio
$1.91M -$73.8K -2,760 -4%
AI
356
Atria Investments
North Carolina
$1.9M +$8.56K +320 +0.5%
EAM
357
Evanson Asset Management
California
$1.9M -$66.6K -2,489 -3%
OAM
358
Oppenheimer Asset Management
New York
$1.9M +$20.1K +750 +1%
SYBT
359
Stock Yards Bank & Trust
Kentucky
$1.89M -$156K -5,815 -8%
BCM
360
Basso Capital Management
Connecticut
$1.89M
RCI
361
RS Crum Inc
California
$1.88M
FHA
362
Flagship Harbor Advisors
Massachusetts
$1.84M -$20.6K -771 -1%
CAM
363
Covenant Asset Management
New Jersey
$1.84M
VNIM
364
Vaughan Nelson Investment Management
Texas
$1.83M
DAS
365
Dynamic Advisor Solutions
Arizona
$1.82M -$126K -4,694 -7%
BSW
366
Buckingham Strategic Wealth
Missouri
$1.82M -$105K -3,931 -6%
GAG
367
GM Advisory Group
New York
$1.81M -$29.8K -1,114 -2%
ACM
368
Ashford Capital Management
Delaware
$1.81M
MWM
369
Madison Wealth Management
Ohio
$1.8M -$1.02K -38 -0.1%
CST
370
Charles Schwab Trust
Nevada
$1.79M
VAM
371
Verity Asset Management
North Carolina
$1.78M +$250K +9,330 +17%
CIC
372
Chilton Investment Company
Connecticut
$1.77M
MS
373
Madden Securities
Texas
$1.76M +$21.4K +800 +1%
Lido Advisors
374
Lido Advisors
California
$1.75M +$4.55K +170 +0.3%
AW
375
Avion Wealth
Texas
$1.74M

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.