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
IC
651
IEQ Capital
California
$644K +$5.33K +194 +0.9%
WKWM
652
Walter & Keenan Wealth Management
Indiana
$643K
GCP
653
GSA Capital Partners
United Kingdom
$643K +$348K +12,663 +135%
MCM
654
Morton Capital Management
California
$643K +$6.37K +232 +1%
WMA
655
West Michigan Advisors
Michigan
$643K +$605K +22,021 New
SIG
656
Sargent Investment Group
Maryland
$642K -$220K -8,000 -27%
FCP
657
Fidelis Capital Partners
Florida
$641K +$220K +8,000 +57%
DF
658
Donoghue Forlines
Massachusetts
$641K -$166K -6,047 -22%
PTC
659
Private Trust Company
Ohio
$640K +$254K +9,258 +73%
BB
660
Burford Brothers
Texas
$639K +$63.3K +2,304 +12%
EP
661
EPIQ Partners
Minnesota
$638K
FHA
662
First Horizon Advisors
Tennessee
$637K +$9.34K +340 +2%
GWM
663
Geneos Wealth Management
Colorado
$635K -$1.29K -47 -0.2%
MIM
664
MTM Investment Management
South Carolina
$633K -$27.5K -1,000 -4%
AIC
665
Archer Investment Corporation
Indiana
$631K
PFA
666
Pettinga Financial Advisors
Indiana
$631K -$11K -400 -2%
SM
667
Samjo Management
New York
$630K +$13.7K +500 +2%
TCWA
668
Turtle Creek Wealth Advisors
Texas
$630K +$458K +16,690 +341%
PCS
669
Personal CFO Solutions
New Jersey
$629K +$659 +24 +0.1%
EA
670
Ellsworth Advisors
Ohio
$627K +$11.1K +403 +2%
BAG
671
Bridgewealth Advisory Group
California
$626K
FFG
672
Fortem Financial Group
California
$625K +$68.5K +2,494 +13%
TP
673
Tranquility Partners
Tennessee
$621K +$15.9K +579 +3%
PAG
674
Powers Advisory Group
Illinois
$621K +$5.3K +193 +0.9%
RFN
675
RDA Financial Network
Iowa
$620K

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.