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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
KC
776
Kenfarb & Co
Kentucky
$421K
AT
777
Arvest Trust
Oklahoma
$418K
PC
778
Port Capital
Illinois
$417K
ACM
779
Adalta Capital Management
New York
$417K +$2.67K +100 +0.7%
JIP
780
Jaffetilchin Investment Partners
Florida
$417K +$9.76K +365 +2%
SAM
781
SignalPoint Asset Management
Missouri
$416K +$4.71K +176 +1%
ISL
782
Ingalls & Snyder LLC
New York
$415K -$7.36K -275 -2%
MLL
783
Moody Lynn & Lieberson
Massachusetts
$413K +$5.3K +198 +1%
SW
784
SVB Wealth
Massachusetts
$409K +$74.7K +2,793 +23%
DAM
785
Diamant Asset Management
Connecticut
$407K
ZA
786
Zazove Associates
Nevada
$403K
JWM
787
Jeppson Wealth Management
California
$401K +$55.5K +2,075 +16%
OHIS
788
Oak Harvest Investment Services
Texas
$399K +$5.19K +194 +1%
MWM
789
Modera Wealth Management
New Jersey
$398K -$75.7K -2,831 -16%
ONSWM
790
Old North State Wealth Management
North Carolina
$398K +$7.2K +269 +2%
GAM
791
Gould Asset Management
California
$397K -$51.4K -1,922 -12%
CRI
792
Colonial River Investments
Virginia
$395K +$55.2K +2,062 +17%
WAAG
793
Wealth Alliance Advisory Group
Kansas
$393K +$1.2K +45 +0.3%
CPP
794
Capasso Planning Partners
South Carolina
$393K
HIA
795
Harbor Investment Advisory
Maryland
$392K
MPCG
796
Matrix Private Capital Group
New York
$390K
ATPW
797
Ashton Thomas Private Wealth
Arizona
$388K -$53.4K -1,996 -12%
PGIM
798
Pacific Global Investment Management
California
$387K
LNWWM
799
Laird Norton Wetherby Wealth Management
California
$381K -$51.9K -1,942 -12%
SIA
800
Schear Investment Advisers
Ohio
$381K

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.