We are live on ! Find out more
EPD icon

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
CCT
476
Capital City Trust
Florida
$1.33M +$513K +18,693 +70%
SLA
477
Silver Lake Advisory
Utah
$1.33M +$19.1K +695 +2%
CIAS
478
Capital Investment Advisory Services
North Carolina
$1.32M +$35K +1,274 +3%
RRA
479
Round Rock Advisors
Connecticut
$1.31M
IAIM
480
International Assets Investment Management
Florida
$1.29M -$10.3K -375 -0.8%
JPWM
481
Jamison Private Wealth Management
Georgia
$1.28M +$120K +4,353 +11%
CCB
482
Country Club Bank
Missouri
$1.28M -$8.65K -315 -0.7%
PL
483
Parkwood LLC
Ohio
$1.25M +$78.7K +2,865 +7%
SIA
484
SeaBridge Investment Advisors
New Jersey
$1.24M -$29.9K -1,090 -3%
PA
485
Parallel Advisors
California
$1.23M +$55.6K +2,025 +5%
BBHC
486
Brown Brothers Harriman & Co
New York
$1.23M
OIA
487
Optimum Investment Advisors
Illinois
$1.22M -$13.5K -492 -1%
SFP
488
Sweet Financial Partners
Minnesota
$1.21M +$23K +839 +2%
AAS
489
Asset Allocation Strategies
Michigan
$1.21M +$37.9K +1,382 +3%
GIM
490
Grassi Investment Management
California
$1.2M
OS
491
Objectivity Squared
South Carolina
$1.2M +$21.2K +771 +2%
GP
492
Greenline Partners
New York
$1.19M +$201K +7,325 +22%
BWL
493
Bogart Wealth LLC
Virginia
$1.19M +$7.33K +267 +0.7%
NCM
494
Narwhal Capital Management
Georgia
$1.18M
PCM
495
Pointe Capital Management
Michigan
$1.18M +$63K +2,294 +6%
GP
496
Geneva Partners
Wisconsin
$1.17M -$6.75K -246 -0.6%
WC
497
Winmill & Co
New York
$1.17M
OMC
498
Overbrook Management Corp
New York
$1.15M +$1.09M +39,577 New
ADL
499
Asset Dedication LLC
California
$1.15M
NS
500
NBC Securities
Alabama
$1.14M -$2.64K -96 -0.2%

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.