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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
GW
651
GW & Wade
Massachusetts
$567K
SWA
652
Stratos Wealth Advisors
Ohio
$565K +$27.7K +1,037 +5%
BCM
653
Bluefin Capital Management
New York
$558K +$337K +12,600 +162%
TP
654
Tranquility Partners
Tennessee
$558K +$8.93K +334 +2%
DWT
655
Dorsey & Whitney Trust
South Dakota
$557K -$50K -1,870 -8%
PGH
656
Partners Group Holding
Switzerland
$557K -$107K -3,986 -16%
JPMIA
657
J.P. Marvel Investment Advisors
Massachusetts
$554K -$3.21K -120 -0.6%
WA
658
Wambolt & Associates
Colorado
$554K -$9.79K -366 -2%
TAM
659
Tocqueville Asset Management
New York
$553K
MFG
660
Merit Financial Group
Georgia
$550K +$8.48K +317 +2%
CD
661
Chapin Davis
Maryland
$549K +$139K +5,200 +35%
LCM
662
Liberty Capital Management
Michigan
$549K -$123K -4,600 -19%
CAMG
663
CWA Asset Management Group
Florida
$549K -$22.5K -841 -4%
SG Americas Securities
664
SG Americas Securities
New York
$548K -$1.11M -41,464 -67%
State Farm Mutual Automobile Insurance
665
State Farm Mutual Automobile Insurance
Illinois
$547K
DIP
666
Davis Investment Partners
North Carolina
$547K +$51.5K +1,927 +10%
SWA
667
SFMG Wealth Advisors
Texas
$545K +$532K +19,895 New
WPIC
668
White Pine Investment Company
Michigan
$544K +$72.2K +2,700 +16%
FFG
669
Fortem Financial Group
California
$544K -$72.8K -2,720 -12%
NSIM
670
North Star Investment Management
Illinois
$540K +$1.6K +60 +0.3%
BW
671
BIP Wealth
Georgia
$537K +$42.8K +1,599 +9%
BAAM
672
Baker Avenue Asset Management
California
$537K +$525K +19,620 New
RMCM
673
Reynders McVeigh Capital Management
Massachusetts
$536K
SCA
674
Sippican Capital Advisors
Massachusetts
$535K
MCCA
675
Mill Creek Capital Advisors
Pennsylvania
$535K +$8.99K +336 +2%

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.