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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
VPA
601
Vernal Point Advisors
California
$759K +$714K +26,000 New
SDWIA
602
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$757K
BL
603
Balentine LLC
Georgia
$755K
EWM
604
Evermay Wealth Management
Virginia
$754K +$230K +8,370 +48%
WPIC
605
White Pine Investment Company
Michigan
$752K +$162K +5,900 +30%
FCM
606
Firestone Capital Management
Florida
$750K
BJL
607
Brighton Jones LLC
Washington
$750K +$411K +14,956 +139%
WA
608
Wealth Alliance
New York
$748K -$126K -4,587 -15%
HIMC
609
Heritage Investors Management Corp
Maryland
$739K -$83.7K -3,050 -11%
MCCA
610
Mill Creek Capital Advisors
Pennsylvania
$738K +$28.1K +1,022 +4%
SMG
611
Smart Money Group
Texas
$735K +$167K +6,083 +30%
HSA
612
HBK Sorce Advisory
Pennsylvania
$733K -$6.37K -232 -0.9%
RC
613
RBF Capital
California
$730K
AIP
614
Almanack Investment Partners
Pennsylvania
$727K +$5.49K +200 +0.8%
MC
615
Muhlenkamp & Co
Pennsylvania
$725K
Bank of Montreal
616
Bank of Montreal
Ontario, Canada
$725K +$159K +5,782 +30%
MG
617
Mather Group
Illinois
$718K -$48.5K -1,767 -6%
RRCM
618
Rappaport Reiches Capital Management
Illinois
$717K +$675K +24,569 New
PCIA
619
Prime Capital Investment Advisors
Kansas
$713K -$16.3K -592 -2%
CIC
620
Crawford Investment Counsel
Georgia
$711K
AGC
621
Aspen Grove Capital
Colorado
$710K +$17.2K +628 +3%
OW
622
Olistico Wealth
Oklahoma
$707K
PSCM
623
Per Stirling Capital Management
Texas
$706K +$317K +11,560 +92%
BP
624
BBR Partners
New York
$705K +$45.3K +1,650 +7%
KIA
625
KCM Investment Advisors
California
$703K +$1.59K +58 +0.2%

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.