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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
CCG
726
Cypress Capital Group
Florida
$467K -$48.1K -1,800 -10%
SWM
727
Salvus Wealth Management
New Jersey
$466K +$53 +2 +0%
ERIM
728
Eagle Ridge Investment Management
Connecticut
$465K
EWM
729
Executive Wealth Management
Michigan
$465K -$7.84K -293 -2%
VCAM
730
Van Cleef Asset Management
Ohio
$464K
RFA
731
Register Financial Advisors
Georgia
$463K +$348 +13 +0.1%
MCA
732
Millennium Capital Advisors
Arkansas
$460K +$17K +637 +4%
MIM
733
MTM Investment Management
South Carolina
$459K +$88.3K +3,300 +24%
SFO
734
Stokes Family Office
Louisiana
$458K
ACM
735
Advisors Capital Management
New Jersey
$458K -$87.9K -3,286 -16%
AB
736
Atlas Brown
Kentucky
$457K
CWP
737
Curated Wealth Partners
California
$456K
CWM
738
Collaborative Wealth Management
Florida
$455K
DAM
739
Delta Asset Management
Tennessee
$455K -$18.1K -676 -4%
CCFCSB
740
Cape Cod Five Cents Savings Bank
Massachusetts
$453K +$221K +8,270 +100%
WDC
741
Woodward Diversified Capital
California
$452K
ST
742
Smithfield Trust
Pennsylvania
$451K +$201K +7,520 +84%
HIP
743
HUB Investment Partners
Texas
$451K +$171K +6,383 +63%
CM
744
Cercano Management
Washington
$450K
WP
745
WealthSource Partners
California
$449K +$52.3K +1,957 +14%
HW
746
Hancock Whitney
Mississippi
$449K -$802 -30 -0.2%
OIM
747
Oder Investment Management
California
$449K +$1.47K +55 +0.3%
DT
748
Diversified Trust
Tennessee
$448K +$33.8K +1,265 +8%
EAM
749
Empirical Asset Management
Massachusetts
$447K +$2.38K +89 +0.5%
HWM
750
Heirloom Wealth Management
Colorado
$447K -$1.15K -43 -0.3%

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.