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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
GWM
551
Geneos Wealth Management
Colorado
$796K -$46.8K -1,751 -6%
RW
552
Rede Wealth
Virginia
$794K +$2.14K +80 +0.3%
CMI
553
Clare Market Investments
Texas
$791K +$84.3K +3,150 +12%
Russell Investments Group
554
Russell Investments Group
United Kingdom
$789K
Fifth Third Bancorp
555
Fifth Third Bancorp
Ohio
$783K -$54.1K -2,024 -7%
FPAS
556
Focus Partners Advisor Solutions
Missouri
$783K +$281K +10,520 +58%
RWM
557
Rockwood Wealth Management
Pennsylvania
$781K
CA
558
Claro Advisors
Massachusetts
$779K +$14K +525 +2%
WPC
559
Wedmont Private Capital
Pennsylvania
$777K +$338K +12,625 +79%
RCA
560
Ranch Capital Advisors
Florida
$776K -$26.1K -977 -3%
CC
561
Claybrook Capital
Massachusetts
$770K
VVP
562
Venture Visionary Partners
Ohio
$770K +$51.9K +1,940 +7%
VEA
563
Virtus ETF Advisers
New York
$762K -$30.7K -1,147 -4%
HFBOT
564
Home Federal Bank of Tennessee
Tennessee
$761K
DWP
565
Daymark Wealth Partners
Ohio
$753K +$41.2K +1,540 +6%
CG
566
Colony Group
Massachusetts
$753K -$2.46K -92 -0.3%
FFM
567
Forum Financial Management
Illinois
$752K -$145K -5,406 -16%
HSA
568
HBK Sorce Advisory
Pennsylvania
$739K -$131K -4,911 -15%
TIAA Trust, National Association
569
TIAA Trust, National Association
North Carolina
$733K +$717K +26,793 New
HH
570
HWG Holdings
Texas
$732K +$17.9K +668 +3%
CA
571
Cresta Advisors
Texas
$729K +$13.1K +491 +2%
FWM
572
Finer Wealth Management
Massachusetts
$723K -$17.9K -668 -2%
HIP
573
Harrell Investment Partners
Texas
$720K +$2.54K +95 +0.4%
Wolverine Trading
574
Wolverine Trading
Illinois
$719K +$97.2K +3,633 +16%
DF
575
Donoghue Forlines
Massachusetts
$718K +$42.9K +1,604 +7%

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.