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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
NB
751
NBT Bank
New York
$518K -$12.1K -442 -2%
DWT
752
Dorsey & Whitney Trust
South Dakota
$517K -$62.7K -2,285 -11%
MRWM
753
ML&R Wealth Management
Texas
$517K +$486K +17,704 New
CAG
754
Crestwood Advisors Group
Massachusetts
$516K
AMG
755
Advisors Management Group
Wisconsin
$514K -$8.92K -325 -2%
CH
756
Canton Hathaway
Rhode Island
$514K
SFC
757
Strategic Financial Concepts
Texas
$514K +$483K +17,608 New
EWM
758
Executive Wealth Management
Michigan
$513K +$6.89K +251 +1%
KWA
759
Kingswood Wealth Advisors
California
$510K +$480K +17,466 New
SCTC
760
Sanibel Captiva Trust Company
Florida
$510K +$23.1K +840 +5%
UAS
761
United Asset Strategies
New York
$509K -$157K -5,727 -25%
WWP
762
WR Wealth Planners
Missouri
$508K
WAM
763
Walker Asset Management
Missouri
$506K +$8.79K +320 +2%
SWM
764
SeaCrest Wealth Management
New York
$502K -$208K -7,568 -31%
PP
765
Patten & Patten
Tennessee
$502K -$41.8K -1,522 -8%
GLA
766
Good Life Advisors
Pennsylvania
$499K -$7.85K -286 -2%
SWM
767
Salvus Wealth Management
New Jersey
$497K +$82 +3 +0%
MW
768
Marcum Wealth
Ohio
$497K -$14.7K -535 -3%
AllianceBernstein
769
AllianceBernstein
Tennessee
$496K +$467K +16,991 New
MCA
770
Millennium Capital Advisors
Arkansas
$494K +$3.05K +111 +0.7%
WAM
771
Weinberger Asset Management
California
$493K -$37.5K -1,367 -7%
IAN
772
Integrated Advisors Network
Texas
$493K -$5.08K -185 -1%
CFG
773
Clayton Financial Group
Missouri
$492K
AC
774
Addison Capital
Pennsylvania
$491K -$11.5K -418 -2%
FMWA
775
Forvis Mazars Wealth Advisors
Missouri
$491K -$35.2K -1,282 -7%

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.