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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
CSIC
676
Clifford Swan Investment Counsel
California
$619K
CHJWM
677
Carlton Hofferkamp & Jenks Wealth Management
Texas
$618K +$148K +5,375 +34%
Susquehanna International Group
678
Susquehanna International Group
Pennsylvania
$618K -$9.27M -337,674 -94%
FAIM
679
Financial Advocates Investment Management
Washington
$618K +$5.77K +210 +1%
CRIG
680
Charter Research & Investment Group
Connecticut
$617K
PP
681
Pegasus Partners
Wisconsin
$616K
ERIM
682
Eagle Ridge Investment Management
Connecticut
$614K
CCWA
683
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$611K -$118K -4,313 -17%
AWM
684
AE Wealth Management
Kansas
$610K -$9.4M -342,455 -94%
BFG
685
Bleakley Financial Group
New Jersey
$608K -$222K -8,087 -28%
SW
686
Simplicity Wealth
New Jersey
$608K +$572K +20,849 New
SMWM
687
Silvia McColl Wealth Management
California
$608K +$1.1K +40 +0.2%
BHWM
688
Beaird Harris Wealth Management
Texas
$607K
BMWM
689
Brown Miller Wealth Management
Virginia
$607K +$412 +15 +0.1%
JCM
690
Jacobi Capital Management
Pennsylvania
$605K -$79.4K -2,891 -12%
MWM
691
Mission Wealth Management
California
$604K +$2.83K +103 +0.5%
PA
692
PSI Advisors
Florida
$603K -$2.61K -95 -0.5%
TWM
693
Tradition Wealth Management
Minnesota
$599K +$47.9K +1,745 +9%
PCM
694
Perritt Capital Management
Illinois
$598K +$1.73K +63 +0.3%
ANBT
695
American National Bank & Trust
Texas
$597K +$511K +18,617 +1,005%
FNBT
696
FineMark National Bank & Trust
Florida
$596K +$24.7K +900 +5%
PGH
697
Partners Group Holding
Switzerland
$594K
WA
698
Wealthstar Advisors
Texas
$594K -$9.75K -355 -2%
GIM
699
Groesbeck Investment Management
New Jersey
$593K +$558K +20,325 New
NL
700
NWAM LLC
Washington
$591K +$115K +4,184 +25%

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.