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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
NFGCM
751
Norman Fields Gottscho Capital Management
New York
$446K
NVIM
752
New Vernon Investment Management
Illinois
$445K
PSP
753
Principal Street Partners
Tennessee
$445K -$4.73K -177 -1%
CS
754
Cannell & Spears
New York
$445K
DP
755
Dearborn Partners
Illinois
$445K
NP
756
NorthRock Partners
Minnesota
$444K +$7.06K +264 +2%
RBC
757
Romano Brothers & Co
Illinois
$442K -$2.67K -100 -0.6%
CPIA
758
Cornell Pochily Investment Advisors
New York
$441K +$508 +19 +0.1%
CHJWM
759
Carlton Hofferkamp & Jenks Wealth Management
Texas
$439K
FMWA
760
Forvis Mazars Wealth Advisors
Missouri
$439K +$53.6K +2,005 +14%
RWA
761
Ropes Wealth Advisors
Massachusetts
$436K
FWP
762
FAS Wealth Partners
Kansas
$436K +$42.3K +1,582 +11%
Members Trust
763
Members Trust
Florida
$429K +$419K +15,654 New
TAM
764
Townsend Asset Management
North Carolina
$429K +$7.25K +271 +2%
IA
765
Insight Advisors
Pennsylvania
$428K -$4.97K -186 -1%
SRC
766
Shufro Rose & Co
New York
$428K -$10.7K -400 -2%
TA
767
Tactive Advisors
Florida
$427K +$417K +15,595 New
DLA
768
Douglas Lane & Associates
New York
$427K -$27.3K -1,022 -6%
IGWM
769
ICA Group Wealth Management
Colorado
$426K +$883 +33 +0.2%
WPP
770
Whalerock Point Partners
Rhode Island
$426K
SA
771
Strategic Advisors
New York
$425K +$2.51K +94 +0.6%
RIA
772
Realta Investment Advisors
Delaware
$425K +$34.8K +1,300 +9%
HR
773
Howe & Rusling
New York
$424K -$13.4K -500 -3%
CCMW
774
Cypress Capital Management (Wyoming)
Wyoming
$423K
LEFP
775
Leading Edge Financial Planning
Tennessee
$422K -$22.7K -849 -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.