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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
LF
426
Lee Financial
Texas
$1.33M +$19.4K +724 +2%
QPW
427
Quantum Private Wealth
Florida
$1.33M +$110K +4,108 +9%
SAM
428
Secure Asset Management
Michigan
$1.32M -$660K -24,688 -34%
PA
429
Parallel Advisors
California
$1.32M -$42.2K -1,579 -3%
LFAS
430
Level Four Advisory Services
Texas
$1.31M -$16.1K -603 -1%
AWM
431
Axxcess Wealth Management
California
$1.31M +$1.28M +47,998 New
NS
432
NBC Securities
Alabama
$1.31M +$1.28M +47,790 New
PMAM
433
Penn Mutual Asset Management
Pennsylvania
$1.3M
OIA
434
OneDigital Investment Advisors
Kansas
$1.3M +$273K +10,201 +27%
SF
435
Synovus Financial
Georgia
$1.3M +$77.6K +2,902 +7%
RRA
436
Round Rock Advisors
Connecticut
$1.29M
BB
437
Busey Bank
Illinois
$1.28M -$62.9K -2,352 -5%
OCPWS
438
One Charles Private Wealth Services
Massachusetts
$1.28M +$150K +5,619 +14%
SWM
439
Spire Wealth Management
Virginia
$1.28M +$137K +5,105 +12%
MSCM
440
McElhenny Sheffield Capital Management
Texas
$1.28M
IAIM
441
International Assets Investment Management
Florida
$1.26M -$10.9K -408 -0.9%
MMPW
442
Mitchell McLeod Pugh & Williams
Alabama
$1.24M +$61K +2,279 +5%
PG
443
Patten Group
Tennessee
$1.23M +$4.17K +156 +0.3%
AFP
444
Ausdal Financial Partners
Iowa
$1.23M +$35K +1,310 +3%
SIA
445
SeaBridge Investment Advisors
New Jersey
$1.23M -$68.2K -2,548 -5%
CCB
446
Country Club Bank
Missouri
$1.21M -$1.6K -60 -0.1%
SLA
447
Silver Lake Advisory
Utah
$1.21M -$22.6K -845 -2%
RF
448
Rollins Financial
Georgia
$1.21M +$145K +5,409 +14%
CWM
449
Congress Wealth Management
Massachusetts
$1.2M +$881K +32,934 +301%
CIAS
450
Capital Investment Advisory Services
North Carolina
$1.2M +$76.7K +2,868 +7%

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.