We are live on ! Find out more
EPD icon

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
FVCM
401
F&V Capital Management
Florida
$1.48M
PCM
402
Pennsylvania Capital Management
Pennsylvania
$1.47M +$8.51K +318 +0.6%
BS
403
Banco Santander
Spain
$1.47M +$261K +9,744 +22%
BFA
404
Beaumont Financial Advisors
Massachusetts
$1.47M +$9.09K +340 +0.6%
Macquarie Group
405
Macquarie Group
Australia
$1.47M +$1.43M +53,446 +85%
KCM
406
Kornitzer Capital Management
Kansas
$1.44M
RAM
407
Roanoke Asset Management
New Jersey
$1.42M -$1.23K -46 -0.1%
SFS
408
Sowell Financial Services
Arkansas
$1.42M -$899K -33,600 -39%
ADMI
409
Albert D. Mason Inc
Massachusetts
$1.42M -$36.7K -1,372 -3%
CIBC World Market
410
CIBC World Market
Ontario, Canada
$1.42M
IA
411
IFG Advisory
Georgia
$1.41M +$100K +3,743 +8%
WSC
412
Wellington Shields & Co
New York
$1.39M -$93.6K -3,500 -6%
IWM
413
IHT Wealth Management
Illinois
$1.39M +$158K +5,924 +13%
PFPT
414
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.39M +$2.94K +110 +0.2%
TLP
415
Trinity Legacy Partners
Texas
$1.39M -$169K -6,307 -11%
MIM
416
Moseley Investment Management
Florida
$1.38M -$17.5K -653 -1%
GA
417
GFS Advisors
Texas
$1.37M +$1.34M +50,000 New
AAIM
418
American Assets Investment Management
California
$1.37M
BMCM
419
Bryn Mawr Capital Management
Pennsylvania
$1.36M
CB
420
Cadence Bank
Mississippi
$1.36M -$3.85K -144 -0.3%
SIMG
421
Sonora Investment Management Group
Arizona
$1.34M +$22.1K +827 +2%
CGH
422
CMG Global Holdings
Texas
$1.34M +$51K +1,905 +4%
RCM
423
Requisite Capital Management
Texas
$1.34M +$248K +9,280 +23%
Bessemer Group
424
Bessemer Group
New Jersey
$1.34M
TW
425
Transform Wealth
Colorado
$1.34M

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.