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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
WCA
726
Westover Capital Advisors
Delaware
$547K
ZF
727
Zega Financial
Florida
$545K -$136K -4,936 -21%
AFG
728
Albion Financial Group
Utah
$542K
HA
729
HFG Advisors
Ohio
$540K
RWMG
730
Redwood Wealth Management Group
New Jersey
$539K -$78.1K -2,844 -13%
TTWM
731
TCV Trust & Wealth Management
Virginia
$538K
CFGS
732
Concourse Financial Group Securities
Alabama
$538K -$57.6K -2,098 -10%
DIP
733
Davis Investment Partners
North Carolina
$538K +$2.22K +81 +0.4%
FG
734
Fiduciary Group
Georgia
$538K +$82 +3 +0%
HCM
735
Hodges Capital Management
Texas
$537K -$2.75K -100 -0.5%
SCM
736
Steele Capital Management
Iowa
$535K +$30.3K +1,105 +6%
GC
737
Guggenheim Capital
Illinois
$534K +$5.6K +204 +1%
SF
738
Summit Financial
New Jersey
$533K +$502K +18,277 New
FHB
739
First Hawaiian Bank
Hawaii
$532K -$472K -17,182 -49%
TAM
740
Tocqueville Asset Management
New York
$531K -$54.9K -2,000 -10%
TAM
741
Townsend Asset Management
North Carolina
$531K +$8.9K +324 +2%
MAM
742
Milestone Asset Management
Pennsylvania
$529K +$498K +18,135 New
GBA
743
Garrison Bradford & Associates
New York
$528K -$52K -1,894 -9%
MWM
744
Modera Wealth Management
New Jersey
$527K +$137K +4,982 +38%
TI
745
Tidal Investments
Wisconsin
$527K -$253K -9,198 -34%
RCAG
746
Rehmann Capital Advisory Group
Michigan
$526K +$34.9K +1,272 +8%
AWM
747
Angeles Wealth Management
California
$525K
VCM
748
Violich Capital Management
California
$524K +$22.7K +825 +5%
CA
749
Callahan Advisors
Texas
$521K +$6.23K +227 +1%
PJSIMP
750
P.J. Schmidt Investment Management (PJS)
Wisconsin
$518K

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.