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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
NC
51
Nicholas Company
Wisconsin
$53.2M
P3I
52
Progeny 3 Inc
Washington
$52.8M +$916K +33,350 +2%
NIM
53
NXG Investment Management
Texas
$51.7M +$82.4K +3,000 +0.2%
CPIG
54
Chicago Partners Investment Group
Illinois
$51.1M +$2.07M +75,380 +4%
Nomura Holdings
55
Nomura Holdings
Japan
$50.9M +$18M +655,280 +60%
First Eagle Investment Management
56
First Eagle Investment Management
New York
$49.7M -$13.4M -488,878 -22%
AP
57
Americana Partners
Texas
$49.5M +$3.19M +116,149 +7%
TYCC
58
Texas Yale Capital Corp
Florida
$49.3M +$83.6K +3,046 +0.2%
USCWA
59
U.S. Capital Wealth Advisors
Texas
$49.2M -$1.25M -45,638 -3%
WJWM
60
Williams Jones Wealth Management
New York
$48.8M -$3.49M -127,197 -7%
BG
61
Bollard Group
Massachusetts
$44.4M +$866K +31,531 +2%
Rockefeller Capital Management
62
Rockefeller Capital Management
New York
$43.6M +$533K +19,426 +1%
WHRC
63
W.H. Reaves & Co
New Jersey
$42.8M +$37.6M +1,368,440 +1,368%
Corient Private Wealth
64
Corient Private Wealth
Florida
$41.8M +$1.93M +70,408 +5%
Victory Capital Management
65
Victory Capital Management
Texas
$40.8M +$38.4K +1,400 +0.1%
OA
66
Oxbow Advisors
Texas
$40.2M -$15.5K -566 -0%
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$38.9M +$388K +14,126 +1%
RIA
68
Recurrent Investment Advisors
Texas
$35.5M +$1.18M +43,052 +4%
PDM
69
Penn Davis McFarland
Texas
$35.4M +$399K +14,523 +1%
MSRPS
70
Maryland State Retirement & Pension System
Maryland
$35M +$534K +19,446 +2%
Osaic Holdings
71
Osaic Holdings
Arizona
$34M +$378K +13,753 +1%
IG
72
ING Group
Netherlands
$33.9M -$39.6M -1,440,800 -55%
SEI Investments
73
SEI Investments
Pennsylvania
$33.2M +$326K +11,864 +1%
TC
74
Tetrad Corporation
Nebraska
$32.1M
Envestnet Asset Management
75
Envestnet Asset Management
Illinois
$31.8M +$3.07M +111,643 +11%

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.