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
MIM
601
Merrion Investment Management
New Jersey
$655K -$5.35K -200 -0.8%
PTP
602
Platform Technology Partners
New York
$652K -$2.25K -84 -0.4%
EIG
603
Ellenbecker Investment Group
Wisconsin
$648K +$1.47K +55 +0.2%
MMG
604
Monetary Management Group
Missouri
$648K -$13.4K -500 -2%
AGC
605
Aspen Grove Capital
Colorado
$645K +$43.4K +1,621 +7%
ST
606
Sabal Trust
Florida
$645K -$106K -3,968 -14%
GBA
607
Garrison Bradford & Associates
New York
$640K -$50.8K -1,900 -8%
EIP
608
Ellis Investment Partners
Pennsylvania
$637K +$1.1K +41 +0.2%
EFS
609
Essex Financial Services
Connecticut
$630K +$12.7K +474 +2%
AWA
610
Arete Wealth Advisors
Illinois
$627K -$117K -4,384 -16%
LSA
611
Lion Street Advisors
Texas
$624K +$20K +746 +3%
CFGS
612
Concourse Financial Group Securities
Alabama
$624K +$17.4K +651 +3%
RFO
613
RiverGlades Family Offices
Florida
$622K
CIA
614
Cascade Investment Advisors
Oregon
$619K
SKK
615
Shepherd Kaplan Krochuk
Massachusetts
$617K -$26.7K -1,000 -4%
BP
616
BBR Partners
New York
$616K -$5.32K -199 -0.9%
YAL
617
Your Advocates Ltd
Texas
$615K +$11K +412 +2%
CC
618
Callan Capital
California
$613K +$599K +22,402 New
PCM
619
Perritt Capital Management
Illinois
$604K +$7.36K +275 +1%
MWM
620
Meridian Wealth Management
Kentucky
$604K +$590K +22,064 New
PCIA
621
Prime Capital Investment Advisors
Kansas
$599K +$15.6K +584 +3%
FAIM
622
Financial Advocates Investment Management
Washington
$599K +$73.3K +2,742 +14%
EP
623
EPIQ Partners
Minnesota
$598K
RMDI
624
R.M. Davis Inc
Maine
$595K
RWP
625
RWA Wealth Partners
Massachusetts
$595K +$210K +7,839 +56%

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.