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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
Truist Financial
51
Truist Financial
North Carolina
$57M +$913K +34,139 +2%
Barclays
52
Barclays
United Kingdom
$55.3M +$29.7M +1,108,840 +122%
Jennison Associates
53
Jennison Associates
New York
$54.3M +$995K +37,192 +2%
P3I
54
Progeny 3 Inc
Washington
$53.8M +$1.44M +53,920 +3%
ICA
55
Infrastructure Capital Advisors
New York
$51.9M +$1.91M +71,562 +4%
EGA
56
Eagle Global Advisors
Texas
$50.2M -$104K -3,880 -0.2%
NC
57
Nicholas Company
Wisconsin
$49.9M -$16K -600 -0%
WJWM
58
Williams Jones Wealth Management
New York
$49.3M -$275K -10,265 -0.6%
USCWA
59
U.S. Capital Wealth Advisors
Texas
$49.1M +$6.8M +254,175 +17%
CPIG
60
Chicago Partners Investment Group
Illinois
$44.4M +$1.25M +46,853 +3%
TYCC
61
Texas Yale Capital Corp
Florida
$44.3M -$213K -7,956 -0.5%
NIM
62
NXG Investment Management
Texas
$44.1M +$3.73M +139,520 +9%
Osaic Holdings
63
Osaic Holdings
Arizona
$43.3M +$11.5M +431,762 +38%
AP
64
Americana Partners
Texas
$41.6M +$2.8M +104,515 +7%
Corient Private Wealth
65
Corient Private Wealth
Florida
$40.3M +$1.39M +52,073 +4%
BG
66
Bollard Group
Massachusetts
$40.1M +$646K +24,149 +2%
Rockefeller Capital Management
67
Rockefeller Capital Management
New York
$39.3M +$379K +14,158 +1%
Victory Capital Management
68
Victory Capital Management
Texas
$38.5M
OA
69
Oxbow Advisors
Texas
$38.3M +$125K +4,688 +0.3%
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$36.8M +$154K +5,766 +0.4%
MSRPS
71
Maryland State Retirement & Pension System
Maryland
$33M -$8.87M -331,590 -22%
PDM
72
Penn Davis McFarland
Texas
$33M -$404K -15,098 -1%
RIA
73
Recurrent Investment Advisors
Texas
$30.7M +$2.67M +100,000 +10%
TC
74
Tetrad Corporation
Nebraska
$30.1M
Mariner
75
Mariner
Kansas
$29M -$1.37M -51,398 -5%

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.