We are live on ! Find out more
EPD icon

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
SDWIA
576
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$710K
TGAM
577
TBH Global Asset Management
Tennessee
$710K +$267K +10,000 +63%
BL
578
Balentine LLC
Georgia
$708K
JCM
579
Jacobi Capital Management
Pennsylvania
$708K +$65.2K +2,437 +10%
WF
580
Welch & Forbes
Massachusetts
$707K +$2.27K +85 +0.3%
FCM
581
Firestone Capital Management
Florida
$704K
CSIC
582
Clifford Swan Investment Counsel
California
$701K
OW
583
Olistico Wealth
Oklahoma
$700K +$642 +24 +0.1%
PIMG
584
Patriot Investment Management Group
Tennessee
$700K +$6.79K +254 +1%
BCM
585
Brookstone Capital Management
Illinois
$697K +$18.7K +700 +3%
BFG
586
Bleakley Financial Group
New Jersey
$694K -$77.3K -2,889 -10%
SS
587
Simplicity Solutions
Minnesota
$694K -$77.3K -2,889 -10%
HAS
588
HBW Advisory Services
California
$688K +$32.4K +1,212 +5%
TCA
589
Transcend Capital Advisors
New Jersey
$688K +$8.45K +316 +1%
RC
590
RBF Capital
California
$684K
PA
591
PFG Advisors
Arizona
$683K +$3.88K +145 +0.6%
MAM
592
Mark Asset Management
New York
$683K
WT
593
Whittier Trust
California
$682K -$30.5K -1,139 -4%
MC
594
Muhlenkamp & Co
Pennsylvania
$680K
MSAM
595
Moloney Securities Asset Management
Missouri
$679K +$9.9K +370 +2%
AIP
596
Almanack Investment Partners
Pennsylvania
$676K +$245K +9,145 +59%
CIC
597
Crawford Investment Counsel
Georgia
$674K +$23.5K +880 +4%
SSA
598
South Street Advisors
New York
$667K
PVI
599
Pine Valley Investments
New Jersey
$666K +$4.07K +152 +0.6%
HT
600
Heritage Trust
Oklahoma
$661K

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.