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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
WWP
701
WR Wealth Planners
Missouri
$504K
MA
702
MONECO Advisors
Connecticut
$502K +$28K +1,046 +6%
IAN
703
Integrated Advisors Network
Texas
$502K -$134K -5,003 -21%
FNBT
704
FineMark National Bank & Trust
Florida
$502K -$12.4K -464 -2%
WAM
705
Weinberger Asset Management
California
$500K
BWP
706
BSW Wealth Partners
Colorado
$496K +$2.7K +101 +0.6%
CA
707
Cornerstone Advisory
Maryland
$495K +$166K +6,192 +52%
VF
708
Virtu Financial
New York
$495K +$43.4K +1,622 +10%
WWM
709
Western Wealth Management
Colorado
$494K +$197K +7,377 +69%
AMG
710
Advisors Management Group
Wisconsin
$491K -$17.1K -639 -3%
PJSIMP
711
P.J. Schmidt Investment Management (PJS)
Wisconsin
$490K
GIM
712
Groesbeck Investment Management
New Jersey
$488K +$42K +1,571 +10%
PP
713
Patten & Patten
Tennessee
$488K +$21K +786 +5%
EP
714
Eudaimonia Partners
Tennessee
$485K -$3.1K -116 -0.7%
CAG
715
Crestwood Advisors Group
Massachusetts
$484K +$473K +17,699 New
SFC
716
Strategic Financial Concepts
Texas
$482K -$51.2K -1,914 -10%
CH
717
Canton Hathaway
Rhode Island
$482K
VCM
718
Violich Capital Management
California
$480K
FG
719
Fiduciary Group
Georgia
$479K +$36.3K +1,358 +8%
EWM
720
Evermay Wealth Management
Virginia
$478K
GC
721
Guggenheim Capital
Illinois
$478K -$54K -2,019 -10%
MHS
722
M Holdings Securities
Oregon
$477K +$466K +17,414 New
AC
723
Addison Capital
Pennsylvania
$472K
MW
724
Marcum Wealth
Ohio
$472K +$23.9K +892 +5%
RCAG
725
Rehmann Capital Advisory Group
Michigan
$471K +$3.05K +114 +0.7%

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.