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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
VanEck Associates
401
VanEck Associates
New York
$1.85M -$791K -28,818 -31%
OAM
402
Oppenheimer Asset Management
New York
$1.85M -$83.6K -3,046 -5%
PCM
403
Palisade Capital Management
New Jersey
$1.81M -$514K -18,713 -23%
IWM
404
IHT Wealth Management
Illinois
$1.79M +$244K +8,901 +17%
SMC
405
Smith, Moore & Co
Missouri
$1.78M -$40.6K -1,478 -2%
TRCT
406
Tower Research Capital (TRC)
New York
$1.78M +$1.31M +47,586 +355%
BIM
407
Bridges Investment Management
Nebraska
$1.78M
UAG
408
United Advisor Group
Ohio
$1.78M +$1.67M +60,834 New
Geode Capital Management
409
Geode Capital Management
Massachusetts
$1.77M +$25.7K +936 +2%
CWM
410
C2C Wealth Management
Arizona
$1.76M
Focus Partners Wealth
411
Focus Partners Wealth
Massachusetts
$1.76M +$902K +32,853 +119%
ECG
412
Edge Capital Group
Georgia
$1.76M -$2.53K -92 -0.2%
PWAM
413
Pinnacle West Asset Management
Wyoming
$1.75M -$18.3K -666 -1%
VFA
414
Voya Financial Advisors
Connecticut
$1.73M -$73.9K -2,691 -4%
SYBT
415
Stock Yards Bank & Trust
Kentucky
$1.72M -$178K -6,489 -10%
AW
416
Avion Wealth
Texas
$1.71M
OP
417
ORG Partners
Indiana
$1.71M +$1.6M +58,230 New
EM
418
ELCO Management
New York
$1.69M -$58.6K -2,134 -4%
SBCM
419
Silverberg Bernstein Capital Management
New York
$1.68M
ACP
420
Aveo Capital Partners
Colorado
$1.66M +$94.8K +3,453 +6%
OWP
421
Obermeyer Wealth Partners
Colorado
$1.65M +$39.8K +1,451 +3%
VIM
422
VELA Investment Management
Ohio
$1.65M -$154K -5,615 -9%
QPWM
423
Quadrant Private Wealth Management
Pennsylvania
$1.63M -$56.7K -2,065 -4%
UB
424
UMB Bank
Missouri
$1.63M -$116K -4,227 -7%
VNIM
425
Vaughan Nelson Investment Management
Texas
$1.63M

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.