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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
ASC
426
Atalanta Sosnoff Capital
New York
$1.6M
RSWM
427
Robertson Stephens Wealth Management
California
$1.6M +$155K +5,636 +11%
SIMG
428
Sonora Investment Management Group
Arizona
$1.6M +$93.6K +3,409 +7%
TWC
429
TD Waterhouse Canada
Ontario, Canada
$1.59M -$5.49K -200 -0.4%
AIM
430
Avity Investment Management
Connecticut
$1.59M +$1.49M +54,387 New
FVCM
431
F&V Capital Management
Florida
$1.57M
ADMI
432
Albert D. Mason Inc
Massachusetts
$1.57M +$50.6K +1,842 +4%
CIS
433
Custom Index Systems
New York
$1.57M +$1.47M +53,652 New
BFA
434
Beaumont Financial Advisors
Massachusetts
$1.56M
SF
435
Synovus Financial
Georgia
$1.56M +$632 +23 +0%
MWA
436
Meridian Wealth Advisors
Texas
$1.54M -$10.3K -376 -0.7%
GRP
437
Global Retirement Partners
California
$1.54M -$49.3K -1,796 -3%
KCM
438
Kornitzer Capital Management
Kansas
$1.54M
AA
439
Argent Advisors
Louisiana
$1.54M +$47.1K +1,714 +3%
MMPW
440
Mitchell McLeod Pugh & Williams
Alabama
$1.53M +$177K +6,440 +14%
AFP
441
Ausdal Financial Partners
Iowa
$1.53M +$131K +4,771 +10%
CB
442
Cadence Bank
Mississippi
$1.53M +$10K +365 +0.7%
BMCM
443
Bryn Mawr Capital Management
Pennsylvania
$1.53M
RHDIC
444
R.H. Dinel Investment Counsel
California
$1.53M
RAM
445
Roanoke Asset Management
New Jersey
$1.52M +$2K +73 +0.1%
EGA
446
E&G Advisors
Texas
$1.52M +$13K +473 +0.9%
CIBC World Market
447
CIBC World Market
Ontario, Canada
$1.5M -$19.2K -700 -1%
LAM
448
Lakewood Asset Management
Illinois
$1.49M +$275K +10,008 +24%
AAIM
449
American Assets Investment Management
California
$1.46M
GA
450
GFS Advisors
Texas
$1.46M

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.