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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
JPMIA
701
J.P. Marvel Investment Advisors
Massachusetts
$591K
DJSG
702
D.J. St. Germain
Massachusetts
$589K +$13.5K +491 +2%
BWP
703
BSW Wealth Partners
Colorado
$589K +$53.6K +1,951 +11%
SFA
704
Sequoia Financial Advisors
Ohio
$587K -$13.8K -504 -2%
LCM
705
Liberty Capital Management
Michigan
$585K
CAM
706
Cresset Asset Management
Illinois
$585K +$98.8K +3,600 +22%
RBC
707
Romano Brothers & Co
Illinois
$584K
State Farm Mutual Automobile Insurance
708
State Farm Mutual Automobile Insurance
Illinois
$584K
NSIM
709
North Star Investment Management
Illinois
$582K +$1.73K +63 +0.3%
RMDI
710
R.M. Davis Inc
Maine
$576K -$54K -1,966 -9%
CA
711
Clearstead Advisors
Ohio
$574K +$44K +1,603 +9%
BW
712
BIP Wealth
Georgia
$574K +$9.8K +357 +2%
SWA
713
SFMG Wealth Advisors
Texas
$573K +$11.9K +435 +2%
DLA
714
Douglas Lane & Associates
New York
$572K +$116K +4,216 +27%
RMCM
715
Reynders McVeigh Capital Management
Massachusetts
$572K
SCA
716
Sippican Capital Advisors
Massachusetts
$571K
KWMG
717
King Wealth Management Group
Florida
$570K
CIC
718
Carnegie Investment Counsel
Ohio
$570K -$767K -27,945 -59%
CD
719
Chapin Davis
Maryland
$570K -$5.49K -200 -1%
CDH
720
Charles D. Hyman
$569K
MA
721
Modus Advisors
Minnesota
$568K +$165 +6 +0%
APP
722
Avantax Planning Partners
Iowa
$567K +$18.7K +681 +4%
TGAM
723
TBH Global Asset Management
Tennessee
$567K
LI
724
LRI Investments
Florida
$564K +$531K +19,342 New
TA
725
Tactive Advisors
Florida
$554K +$57.6K +2,098 +12%

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.