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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
SAG
501
SageView Advisory Group
California
$961K +$50.8K +1,901 +6%
LI
502
LMCG Investments
Massachusetts
$960K
KA
503
Kovack Advisors
Florida
$958K -$84K -3,141 -8%
WCM
504
Whitener Capital Management
North Carolina
$950K -$10.8K -404 -1%
WSTAM
505
Wilbanks Smith & Thomas Asset Management
Virginia
$943K +$11.3K +424 +1%
WB
506
WesBanco Bank
West Virginia
$941K -$4.89K -183 -0.5%
EFH
507
Eaton Financial Holdings
Florida
$939K -$53 -2 -0%
CC
508
Chicago Capital
Illinois
$931K
FT
509
Fiduciary Trust
Massachusetts
$929K +$909 +34 +0.1%
CA
510
Clearstead Advisors
Ohio
$929K +$481K +17,966 +113%
Wellington Management Group
511
Wellington Management Group
Massachusetts
$926K
MFG
512
Magnus Financial Group
New York
$926K +$3.34K +125 +0.4%
AMIM
513
Aull & Monroe Investment Management
Alabama
$926K
FWA
514
FSM Wealth Advisors
Ohio
$924K -$106K -3,966 -11%
TA
515
Trellis Advisors
Washington
$923K
Jane Street
516
Jane Street
New York
$911K -$3.14M -117,486 -78%
QCG
517
Quadrant Capital Group
Ohio
$909K +$30.9K +1,155 +4%
WWA
518
WCG Wealth Advisors
Nevada
$907K +$887K +33,143 New
ABC
519
Associated Banc-Corp
Wisconsin
$905K +$18.9K +707 +2%
VNA
520
Valley National Advisers
Pennsylvania
$897K -$4.52K -169 -0.5%
HFM
521
Hartford Financial Management
Connecticut
$894K -$80.2K -3,000 -8%
Susquehanna International Group
522
Susquehanna International Group
Pennsylvania
$893K -$7.23M -270,476 -89%
CWM
523
Cornerstone Wealth Management
Missouri
$888K +$80.2K +2,997 +10%
National Bank of Canada
524
National Bank of Canada
Quebec, Canada
$887K +$46.2K +1,726 +6%
HAC
525
Harbor Advisory Corp
New Hampshire
$877K

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.