We are live on ! Find out more
EPD icon

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
BW
626
Bison Wealth
Georgia
$702K +$28.3K +1,030 +4%
HAS
627
HBW Advisory Services
California
$701K
PVI
628
Pine Valley Investments
New Jersey
$700K -$22.4K -814 -3%
MFA
629
Mayflower Financial Advisors
Massachusetts
$699K +$80.8K +2,944 +14%
CAMG
630
CWA Asset Management Group
Florida
$699K +$27.5K +1,003 +4%
MIM
631
Merrion Investment Management
New Jersey
$699K
AH
632
Addis & Hill
Pennsylvania
$697K
EFS
633
Essex Financial Services
Connecticut
$694K +$29K +1,056 +5%
ST
634
Sabal Trust
Florida
$687K
OSAM
635
O'Shaughnessy Asset Management
Connecticut
$685K +$104K +3,770 +19%
CC
636
Callan Capital
California
$682K +$19.4K +705 +3%
GF
637
Goodman Financial
Texas
$681K +$641K +23,341 New
KFGK
638
Keystone Financial Group (Kentucky)
Kentucky
$680K +$170K +6,205 +36%
SWA
639
Stratos Wealth Advisors
Ohio
$680K +$74.4K +2,710 +13%
LWL
640
Leo Wealth LLC
Texas
$678K -$30.2K -1,100 -5%
IIM
641
Ipswich Investment Management
Massachusetts
$675K +$68.6K +2,500 +12%
EIP
642
Ellis Investment Partners
Pennsylvania
$666K +$934 +34 +0.1%
CWM
643
Cornerstone Wealth Management
Missouri
$661K -$71.4K -2,600 -10%
CIA
644
Cascade Investment Advisors
Oregon
$660K
SKK
645
Shepherd Kaplan Krochuk
Massachusetts
$658K
PIMG
646
Patriot Investment Management Group
Tennessee
$656K +$5.52K +201 +0.9%
RFO
647
RiverGlades Family Offices
Florida
$651K +$27 +1 +0%
GIA
648
Gladstone Institutional Advisory
Florida
$648K +$78.9K +2,874 +15%
AWM
649
Austin Wealth Management
Texas
$646K +$413K +15,057 +197%
ACGA
650
Atlanta Consulting Group Advisors
Georgia
$645K +$607K +22,097 New

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.