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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
NPFS
501
Novak & Powell Financial Services
Florida
$1.14M +$12.8K +468 +1%
TG
502
TCW Group
California
$1.14M
MFG
503
Magnus Financial Group
New York
$1.13M +$135K +4,908 +14%
TLP
504
Trinity Legacy Partners
Texas
$1.13M -$277K -10,103 -21%
LWMG
505
Levy Wealth Management Group
Pennsylvania
$1.13M
VC
506
Veracity Capital
Georgia
$1.12M +$17K +619 +2%
WGAM
507
Wilkinson Global Asset Management
New York
$1.1M -$13.7K -500 -1%
BB
508
Busey Bank
Illinois
$1.09M -$54.9K -2,000 -5%
SPC
509
Sigma Planning Corp
Michigan
$1.08M +$476K +17,329 +88%
AIM
510
Anchor Investment Management
South Carolina
$1.07M +$4.12K +150 +0.4%
SCA
511
Stokes Capital Advisors
South Carolina
$1.07M
DDC
512
DF Dent & Co
Maryland
$1.07M -$266K -9,705 -21%
GAM
513
Griffin Asset Management
New York
$1.07M -$56.8K -2,068 -5%
MFWP
514
Mosaic Family Wealth Partners
Missouri
$1.06M +$11.2K +407 +1%
BHPW
515
Beverly Hills Private Wealth
California
$1.06M -$988 -36 -0.1%
ACL
516
Applied Capital LLC
Florida
$1.06M +$399K +14,549 +67%
FMP
517
Financial Management Professionals
Texas
$1.06M +$924K +33,659 +1,250%
SC
518
Searle & Co
Connecticut
$1.06M
MOS
519
MGO One Seven
Ohio
$1.06M -$88.4K -3,221 -8%
PPWM
520
Perissos Private Wealth Management
Oklahoma
$1.06M +$994K +36,195 New
WW
521
Waterfront Wealth
Kansas
$1.05M -$14.5K -528 -1%
CFP
522
Cascade Financial Partners
California
$1.04M +$983K +35,809 New
CWM
523
Congress Wealth Management
Massachusetts
$1.04M -$366K -13,336 -27%
EFH
524
Eaton Financial Holdings
Florida
$1.03M +$18.2K +663 +2%
HPC
525
HM Payson & Co
Maine
$1.03M +$147K +5,342 +18%

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.