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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
CNBTD
676
Citizens National Bank Trust Department
Mississippi
$534K
CDH
677
Charles D. Hyman
$534K -$14.2K -531 -3%
KWMG
678
King Wealth Management Group
Florida
$534K
APP
679
Avantax Planning Partners
Iowa
$534K +$301K +11,250 +136%
ACL
680
Applied Capital LLC
Florida
$533K +$227K +8,500 +77%
GIA
681
Gladstone Institutional Advisory
Florida
$531K +$163K +6,084 +46%
MWM
682
Mission Wealth Management
California
$531K +$519K +19,406 New
BW
683
Bison Wealth
Georgia
$525K +$4.47K +167 +0.9%
SIS
684
Sound Income Strategies
Florida
$525K +$11.5K +430 +2%
MA
685
Modus Advisors
Minnesota
$524K
OSAM
686
O'Shaughnessy Asset Management
Connecticut
$522K
TWM
687
Tradition Wealth Management
Minnesota
$519K +$5.7K +213 +1%
CA
688
Continuum Advisory
Idaho
$516K +$138K +5,175 +38%
Lazard Asset Management
689
Lazard Asset Management
New York
$515K +$43K +1,606 +9%
GLA
690
Good Life Advisors
Pennsylvania
$514K -$31.1K -1,161 -6%
WCA
691
Westover Capital Advisors
Delaware
$513K
HVP
692
Hudson Value Partners
Florida
$512K
Bank of Montreal
693
Bank of Montreal
Ontario, Canada
$512K -$27.6K -1,031 -5%
DJSG
694
D.J. St. Germain
Massachusetts
$512K +$30.2K +1,130 +6%
HCM
695
Hodges Capital Management
Texas
$511K +$499K +18,667 New
Amundi
696
Amundi
France
$511K
AFG
697
Albion Financial Group
Utah
$509K +$225K +8,395 +82%
HA
698
HFG Advisors
Ohio
$507K +$101K +3,770 +26%
SMG
699
Smart Money Group
Texas
$506K +$94.5K +3,533 +24%
KFGK
700
Keystone Financial Group (Kentucky)
Kentucky
$504K +$27.7K +1,036 +6%

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.