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Enterprise Products Partners
EPD

1,282 hedge funds and large institutions have $15.4B invested in Enterprise Products Partners in 2023 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 450 increasing their positions, 365 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more first-time investments, than exits

New positions opened: 143 | Existing positions closed: 58

67% more call options, than puts

Call options by funds: $309M | Put options by funds: $184M

23% more repeat investments, than reductions

Existing positions increased: 450 | Existing positions reduced: 365

5% more funds holding

Funds holding: 1,217 → 1,282 (+65)

0.38% more ownership

Funds ownership: 26.58% → 26.96% (+0.38%)

2% less capital invested

Capital invested by funds: $15.8B → $15.4B (-$377M)

8% less funds holding in top 10

Funds holding in top 10: 71 → 65 (-6)

Holders
1,282
Holders Change
+65
Holders Change %
+5.34%
% of All Funds
18.69%
Holding in Top 10
65
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-8.45%
% of All Funds
0.95%
New
143
Increased
450
Reduced
365
Closed
58
Calls
$309M
Puts
$184M
Net Calls
+$124M
Net Calls Change
-$51.3M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$500M
2
Invesco
Invesco
Georgia
+$228M
3
American Century Companies
American Century Companies
Missouri
+$48.1M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$21M
5
Citadel Advisors
Citadel Advisors
Florida
+$16.8M

Top Sellers

Rank Fund Capital Flow
1
MB
Marquard & Bahls
Germany
-$194M
2
BlackRock
BlackRock
New York
-$91M
3
AA
ALPS Advisors
Colorado
-$68.5M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$51.8M
5
IG
ING Group
Netherlands
-$37.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
PWAM
401
Pinnacle West Asset Management
Wyoming
$1.59M +$134K +5,012 +9%
ECG
402
Edge Capital Group
Georgia
$1.59M +$1.12K +42 +0.1%
CWM
403
C2C Wealth Management
Arizona
$1.58M -$26.6K -1,000 -2%
UB
404
UMB Bank
Missouri
$1.58M +$161K +6,050 +11%
EM
405
ELCO Management
New York
$1.58M +$4.34K +163 +0.3%
Geode Capital Management
406
Geode Capital Management
Massachusetts
$1.57M +$19K +713 +1%
SBIA
407
Sheaff Brock Investment Advisors
Indiana
$1.57M +$130K +4,874 +9%
AW
408
Avion Wealth
Texas
$1.55M -$133K -5,000 -8%
IA
409
IFG Advisory
Georgia
$1.54M +$187K +7,016 +14%
QPWM
410
Quadrant Private Wealth Management
Pennsylvania
$1.53M +$28.2K +1,060 +2%
SBCM
411
Silverberg Bernstein Capital Management
New York
$1.51M +$1.53M +57,480 New
GSC
412
Grey Street Capital
Illinois
$1.51M – – –
VF
413
Virtu Financial
New York
$1.5M +$1.03M +38,650 +214%
FC
414
FORA Capital
Florida
$1.48M +$1.5M +56,215 New
GA
415
GraniteShares Advisors
New York
$1.48M -$79.2K -2,974 -5%
VNIM
416
Vaughan Nelson Investment Management
Texas
$1.47M -$300K -11,250 -17%
EWA
417
Exencial Wealth Advisors
Oklahoma
$1.46M -$190K -7,147 -11%
ACP
418
Aveo Capital Partners
Colorado
$1.46M +$19.1K +716 +1%
GRP
419
Global Retirement Partners
California
$1.46M +$378K +14,179 +35%
OWP
420
Obermeyer Wealth Partners
Colorado
$1.45M +$16.5K +620 +1%
ASC
421
Atalanta Sosnoff Capital
New York
$1.45M – – –
TWC
422
TD Waterhouse Canada
Ontario, Canada
$1.44M -$56.3K -2,115 -4%
DS
423
DRW Securities
Illinois
$1.43M +$1.45M +54,432 New
AWE
424
Avidian Wealth Enterprises
Texas
$1.43M -$112K -4,208 -7%
FVCM
425
F&V Capital Management
Florida
$1.42M – – –
15 16
17
18 19

EPD Hedge Fund Activity: Q4 2023 in Review

1,282 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Enterprise Products Partners (EPD) for Q4 2023, worth a combined $15.4B — down 2.4% from $15.8B a quarter earlier.

Buyers outnumbered sellers: 143 funds opened new EPD positions and 58 closed out — a net gain of 85 holders — while 450 added to existing stakes and 365 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $500M. The largest seller was Marquard & Bahls, cutting an estimated $194M.

  • 1,282 institutional investors held Enterprise Products Partners (EPD) as of Q4 2023, up from 1,217 in Q3 2023.
  • Funds reported $15.4B of Enterprise Products Partners stock for Q4 2023, down 2.4% quarter-over-quarter.
  • 143 funds opened new Enterprise Products Partners positions in Q4 2023 and 58 closed out, a net change of +85 holders.
  • The largest Enterprise Products Partners buyer in Q4 2023 was Morgan Stanley, an estimated $500M added.
  • The largest Enterprise Products Partners seller in Q4 2023 was Marquard & Bahls, an estimated $194M sold.

Based on aggregated 13F filings for Q4 2023.