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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
UAS
626
United Asset Strategies
New York
$593K +$6.87K +257 +1%
RWMG
627
Redwood Wealth Management Group
New Jersey
$593K +$36.6K +1,370 +7%
AIC
628
Archer Investment Corporation
Indiana
$592K +$245K +9,144 +73%
MCM
629
Morton Capital Management
California
$590K +$5.86K +219 +1%
PCS
630
Personal CFO Solutions
New Jersey
$589K -$154K -5,753 -21%
PFA
631
Pettinga Financial Advisors
Indiana
$589K
FHA
632
First Horizon Advisors
Tennessee
$588K -$33.4K -1,248 -5%
BAG
633
Bridgewealth Advisory Group
California
$587K +$27 +1 +0%
RFN
634
RDA Financial Network
Iowa
$587K +$27.4K +1,025 +5%
IIM
635
Ipswich Investment Management
Massachusetts
$586K -$8.02K -300 -1%
CA
636
Callahan Advisors
Texas
$579K -$31.7K -1,184 -5%
CRIG
637
Charter Research & Investment Group
Connecticut
$579K
PP
638
Pegasus Partners
Wisconsin
$578K +$58.8K +2,200 +12%
SC
639
Samjo Capital
New York
$578K +$564K +21,100 New
PA
640
PSI Advisors
Florida
$577K +$28K +1,046 +5%
CAM
641
Cresset Asset Management
Illinois
$576K +$96.8K +3,620 +21%
KIA
642
KCM Investment Advisors
California
$573K -$37.4K -1,400 -6%
CCWA
643
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$573K +$1.39K +52 +0.2%
EA
644
Ellsworth Advisors
Ohio
$573K +$10.2K +380 +2%
SMWM
645
Silvia McColl Wealth Management
California
$570K
MFA
646
Mayflower Financial Advisors
Massachusetts
$570K -$42.9K -1,602 -7%
BHWM
647
Beaird Harris Wealth Management
Texas
$569K
PAG
648
Powers Advisory Group
Illinois
$568K +$7.97K +298 +1%
BMWM
649
Brown Miller Wealth Management
Virginia
$568K +$401 +15 +0.1%
TTWM
650
TCV Trust & Wealth Management
Virginia
$568K +$61.5K +2,300 +12%

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.