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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
LWMG
451
Levy Wealth Management Group
Pennsylvania
$1.19M +$1.58K +59 +0.1%
MWA
452
Meridian Wealth Advisors
Texas
$1.19M +$5.96K +223 +0.5%
SWM
453
SeaCrest Wealth Management
New York
$1.18M -$213K -7,978 -16%
CW
454
CreativeOne Wealth
Kansas
$1.17M -$69.1K -2,585 -6%
OIA
455
Optimum Investment Advisors
Illinois
$1.16M -$59.2K -2,212 -5%
JPWM
456
Jamison Private Wealth Management
Georgia
$1.13M +$1.11M +41,398 New
LAM
457
Lakewood Asset Management
Illinois
$1.13M +$6.95K +260 +0.6%
DDC
458
DF Dent & Co
Maryland
$1.13M
RDWM
459
Red Door Wealth Management
Tennessee
$1.13M -$41.9K -1,566 -4%
GIM
460
Grassi Investment Management
California
$1.13M
PCM
461
Pointe Capital Management
Michigan
$1.13M -$60.9K -2,277 -5%
OP
462
ORG Partners
Indiana
$1.13M -$393K -14,680 -26%
CIC
463
Carnegie Investment Counsel
Ohio
$1.12M -$15.1K -565 -1%
SFP
464
Sweet Financial Partners
Minnesota
$1.11M -$30.3K -1,131 -3%
NCM
465
Narwhal Capital Management
Georgia
$1.11M +$214K +8,000 +25%
BWL
466
Bogart Wealth LLC
Virginia
$1.1M +$25.1K +940 +2%
TA
467
Tiedemann Advisors
New York
$1.1M
AAS
468
Asset Allocation Strategies
Michigan
$1.1M +$75.6K +2,828 +8%
PL
469
Parkwood LLC
Ohio
$1.1M +$69.2K +2,588 +7%
SPC
470
Sigma Planning Corp
Michigan
$1.1M +$147K +5,505 +16%
GP
471
Geneva Partners
Wisconsin
$1.09M
WC
472
Winmill & Co
New York
$1.09M
ADL
473
Asset Dedication LLC
California
$1.09M -$40K -1,496 -4%
ML
474
McAdam LLC
Pennsylvania
$1.09M +$1.69K +63 +0.2%
GRP
475
Global Retirement Partners
California
$1.09M +$9.41K +352 +0.9%

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.