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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
SA
376
SL Advisors
New Jersey
$2.1M
LC
377
Lindbrook Capital
California
$2.09M +$21.6K +787 +1%
HTC
378
Haverford Trust Company
Pennsylvania
$2.08M -$31.4K -1,145 -2%
BAM
379
Belpointe Asset Management
Nevada
$2.08M +$32.8K +1,193 +2%
CST
380
Charles Schwab Trust
Nevada
$2.04M +$120K +4,382 +7%
VAM
381
Verity Asset Management
North Carolina
$2.03M +$9.28K +338 +0.5%
BCM
382
Basso Capital Management
Connecticut
$2.02M
RCI
383
RS Crum Inc
California
$2M
BI
384
Bramshill Investments
Florida
$1.99M -$303K -11,020 -14%
WAP
385
Wealthcare Advisory Partners
Pennsylvania
$1.99M +$1.56M +56,938 +511%
CS
386
Cannell & Spears
New York
$1.97M +$1.41M +51,415 +316%
CAM
387
Covenant Asset Management
New Jersey
$1.96M +$37.5K +1,365 +2%
CG
388
Clarus Group
Texas
$1.93M -$12.7K -464 -0.7%
LIM
389
Leavell Investment Management
Alabama
$1.92M -$32.2K -1,171 -2%
PWM
390
Perigon Wealth Management
California
$1.91M -$137K -4,991 -7%
CRA
391
Clear Rock Advisors
Texas
$1.91M
SFS
392
Sowell Financial Services
Arkansas
$1.91M +$51K +1,856 +3%
LFAS
393
Level Four Advisory Services
Texas
$1.9M +$577K +20,999 +41%
JF
394
Jump Financial
Illinois
$1.9M -$1.85M -67,400 -51%
CIC
395
Chilton Investment Company
Connecticut
$1.89M
MS
396
Madden Securities
Texas
$1.88M +$7.69K +280 +0.4%
ORG
397
Optimist Retirement Group
Washington
$1.88M +$30.1K +1,095 +2%
GA
398
GraniteShares Advisors
New York
$1.88M +$224K +8,176 +15%
OCM
399
Orleans Capital Management
Louisiana
$1.87M -$181K -6,600 -9%
SBIA
400
Sheaff Brock Investment Advisors
Indiana
$1.86M +$108K +3,925 +7%

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.