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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
RWM
576
Rockwood Wealth Management
Pennsylvania
$833K
PPW
577
Pasadena Private Wealth
California
$832K +$81.5K +2,968 +12%
ML
578
McAdam LLC
Pennsylvania
$826K -$315K -11,467 -29%
RW
579
Rede Wealth
Virginia
$823K +$2.33K +85 +0.3%
VEA
580
Virtus ETF Advisers
New York
$817K +$186K +6,774 +32%
TIAA Trust, National Association
581
TIAA Trust, National Association
North Carolina
$815K -$27.4K -998 -3%
WWA
582
WCG Wealth Advisors
Nevada
$811K -$154K -5,615 -17%
CA
583
Cresta Advisors
Texas
$810K +$14.3K +521 +2%
HFBOT
584
Home Federal Bank of Tennessee
Tennessee
$806K
PS
585
Principal Securities
Iowa
$796K -$79.2K -2,885 -10%
CA
586
Claro Advisors
Massachusetts
$796K -$22.7K -827 -3%
Fifth Third Bancorp
587
Fifth Third Bancorp
Ohio
$792K +$61.1K +2,225 +9%
IA
588
IFP Advisors
Florida
$792K +$15.3K +557 +2%
IRC
589
Investors Research Corp
Georgia
$790K -$61.1K -2,225 -8%
SMA
590
Sage Mountain Advisors
Georgia
$788K +$742K +27,017 New
WSTAM
591
Wilbanks Smith & Thomas Asset Management
Virginia
$786K
DWP
592
Daymark Wealth Partners
Ohio
$783K -$13.7K -500 -2%
MSAM
593
Moloney Securities Asset Management
Missouri
$781K +$27.9K +1,016 +4%
RCA
594
Ranch Capital Advisors
Florida
$781K -$35.1K -1,278 -5%
TCA
595
Transcend Capital Advisors
New Jersey
$781K -$20.2K -734 -3%
VVP
596
Venture Visionary Partners
Ohio
$779K +$151K +5,507 +26%
EIG
597
Ellenbecker Investment Group
Wisconsin
$776K +$6.95K +253 +1%
BCM
598
Brookstone Capital Management
Illinois
$763K -$5.22K -190 -0.7%
FFB
599
First Financial Bankshares
Texas
$760K -$38.1K -1,389 -5%
GIA
600
Guyasuta Investment Advisors
Pennsylvania
$759K -$23.1K -840 -3%

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.