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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
KA
526
Kovack Advisors
Florida
$1.03M -$143K -5,212 -13%
WB
527
WesBanco Bank
West Virginia
$1.02M +$440K +16,040 +84%
PAM
528
Paradigm Asset Management
New York
$1.02M
WCM
529
Whitener Capital Management
North Carolina
$1.01M -$1.87K -68 -0.2%
NAM
530
NTV Asset Management
West Virginia
$1.01M -$5.49K -200 -0.6%
FWA
531
FSM Wealth Advisors
Ohio
$1M -$8.04K -293 -0.8%
CC
532
Chicago Capital
Illinois
$993K
SW
533
SteelPeak Wealth
California
$991K +$933K +33,975 New
NFA
534
Northern Financial Advisors
Michigan
$990K -$8.24K -300 -0.9%
AMIM
535
Aull & Monroe Investment Management
Alabama
$987K
CL
536
Choreo LLC
Illinois
$986K -$263K -9,588 -22%
QCG
537
Quadrant Capital Group
Ohio
$973K
BG
538
Benedetti & Gucer
Georgia
$973K -$50K -1,820 -5%
RWP
539
RWA Wealth Partners
Massachusetts
$972K +$29.6K +1,079 +3%
SWM
540
Stockman Wealth Management
Montana
$971K +$24.7K +900 +3%
NP
541
NorthRock Partners
Minnesota
$963K -$23.6K -858 -3%
KWM
542
Kingsview Wealth Management
Oregon
$960K -$139K -5,056 -13%
TWP
543
Tyche Wealth Partners
Texas
$959K +$65K +2,369 +8%
WF
544
Welch & Forbes
Massachusetts
$956K +$204K +7,415 +29%
HFM
545
Hartford Financial Management
Connecticut
$956K +$2.75K +100 +0.3%
PAS
546
Park Avenue Securities
New York
$951K +$894K +32,577 New
VNA
547
Valley National Advisers
Pennsylvania
$946K -$13.2K -479 -1%
SP
548
Stablepoint Partners
Massachusetts
$946K +$238K +8,680 +37%
ABC
549
Associated Banc-Corp
Wisconsin
$944K
WPC
550
Waters Parkerson & Co
Louisiana
$933K

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.