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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
BHPW
476
Beverly Hills Private Wealth
California
$1.08M -$334K -12,494 -24%
JWCA
477
J.W. Cole Advisors
Florida
$1.08M +$43.7K +1,635 +4%
TG
478
TCW Group
California
$1.07M
KWM
479
Kingsview Wealth Management
Oregon
$1.06M +$82.3K +3,075 +9%
GAM
480
Griffin Asset Management
New York
$1.05M -$3.24K -121 -0.3%
WGAM
481
Wilkinson Global Asset Management
New York
$1.05M
BBHC
482
Brown Brothers Harriman & Co
New York
$1.04M +$64.2K +2,400 +7%
PWM
483
Perigon Wealth Management
California
$1.03M -$34.8K -1,300 -3%
FCI
484
Financial Counselors Inc
Kansas
$1.03M -$2.01K -75 -0.2%
VC
485
Veracity Capital
Georgia
$1.02M +$15.6K +585 +2%
SCA
486
Stokes Capital Advisors
South Carolina
$1.01M
MOS
487
MGO One Seven
Ohio
$1M -$9.12K -341 -0.9%
AIM
488
Anchor Investment Management
South Carolina
$999K +$53.5K +2,000 +6%
HI
489
Harbour Investments
Wisconsin
$997K +$30.8K +1,151 +3%
WW
490
Waterfront Wealth
Kansas
$993K +$24.2K +905 +3%
BG
491
Benedetti & Gucer
Georgia
$991K -$18.7K -700 -2%
NP
492
Ninepoint Partners
Ontario, Canada
$989K +$967K +36,136 New
MFWP
493
Mosaic Family Wealth Partners
Missouri
$986K +$455 +17 +0%
CL
494
Choreo LLC
Illinois
$986K +$276K +10,310 +40%
PAM
495
Paradigm Asset Management
New York
$985K -$58.8K -2,200 -6%
GC
496
Gratus Capital
Georgia
$985K
FHB
497
First Hawaiian Bank
Hawaii
$969K +$110K +4,111 +13%
SC
498
Searle & Co
Connecticut
$968K
NAM
499
NTV Asset Management
West Virginia
$966K -$185K -6,920 -16%
NFA
500
Northern Financial Advisors
Michigan
$965K -$38.8K -1,452 -4%

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.