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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
EWA
376
Exencial Wealth Advisors
Oklahoma
$1.72M +$21.4K +800 +1%
VIM
377
VELA Investment Management
Ohio
$1.7M +$787K +29,417 +90%
CWM
378
C2C Wealth Management
Arizona
$1.67M
BIM
379
Bridges Investment Management
Nebraska
$1.67M
CFM
380
Capricorn Fund Managers
United Kingdom
$1.67M
AA
381
Argent Advisors
Louisiana
$1.67M +$5K +187 +0.3%
ECG
382
Edge Capital Group
Georgia
$1.65M -$80.3K -3,001 -5%
EM
383
ELCO Management
New York
$1.64M +$22.1K +826 +1%
GA
384
GraniteShares Advisors
New York
$1.62M -$3.69K -138 -0.2%
Geode Capital Management
385
Geode Capital Management
Massachusetts
$1.62M -$48.1K -1,797 -3%
HFS
386
Howard Financial Services
Texas
$1.6M +$53.5K +2,002 +4%
AWE
387
Avidian Wealth Enterprises
Texas
$1.6M +$65.3K +2,441 +4%
EF
388
Empowered Funds
Pennsylvania
$1.58M +$136K +5,075 +10%
GSC
389
Grey Street Capital
Illinois
$1.57M +$1.02K +38 +0.1%
Carson Wealth (CWM LLC)
390
Carson Wealth (CWM LLC)
Nebraska
$1.57M +$226K +8,448 +17%
QPWM
391
Quadrant Private Wealth Management
Pennsylvania
$1.56M -$25.2K -943 -2%
EGA
392
E&G Advisors
Texas
$1.52M -$15.3K -573 -1%
PWAM
393
Pinnacle West Asset Management
Wyoming
$1.52M +$146K +5,450 +11%
TWC
394
TD Waterhouse Canada
Ontario, Canada
$1.51M -$8.02K -300 -0.5%
VFA
395
Voya Financial Advisors
Connecticut
$1.51M +$2.57K +96 +0.2%
ASC
396
Atalanta Sosnoff Capital
New York
$1.51M
ACP
397
Aveo Capital Partners
Colorado
$1.5M +$99.7K +3,726 +7%
SBIA
398
Sheaff Brock Investment Advisors
Indiana
$1.5M -$83.9K -3,135 -5%
OWP
399
Obermeyer Wealth Partners
Colorado
$1.49M -$4.01K -150 -0.3%
UB
400
UMB Bank
Missouri
$1.48M -$5.03K -188 -0.3%

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.