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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
CWM
776
Cedar Wealth Management
California
$490K +$69.7K +2,540 +18%
JIP
777
Jaffetilchin Investment Partners
Florida
$489K +$37.3K +1,358 +9%
VCAM
778
Van Cleef Asset Management
Ohio
$489K
AB
779
Atlas Brown
Kentucky
$487K
CWM
780
Collaborative Wealth Management
Florida
$485K
DAM
781
Delta Asset Management
Tennessee
$485K
ST
782
Smithfield Trust
Pennsylvania
$481K
RFA
783
Register Financial Advisors
Georgia
$481K -$23.1K -842 -5%
SW
784
SVB Wealth
Massachusetts
$477K -$4.06K -148 -0.9%
HWM
785
Heirloom Wealth Management
Colorado
$476K
NVIM
786
New Vernon Investment Management
Illinois
$475K
PGF
787
Plan Group Financial
Oklahoma
$474K +$144K +5,249 +48%
FG
788
Fairman Group
Pennsylvania
$471K
LAM
789
Lewis Asset Management
California
$469K
AF
790
Allworth Financial
California
$466K +$111K +4,033 +34%
OIM
791
Oder Investment Management
California
$466K -$12.9K -471 -3%
FFO
792
Fortitude Family Office
Arizona
$465K +$769 +28 +0.2%
EAM
793
Empirical Asset Management
Massachusetts
$464K -$3.08K -112 -0.7%
VR
794
Valued Retirements
Texas
$464K
LEFP
795
Leading Edge Financial Planning
Tennessee
$461K +$5.55K +202 +1%
PSP
796
Principal Street Partners
Tennessee
$461K
SI
797
Saxon Interests
Texas
$460K -$4.12K -150 -0.9%
SRC
798
Shufro Rose & Co
New York
$460K +$2.75K +100 +0.6%
SFO
799
Stokes Family Office
Louisiana
$459K
OHIS
800
Oak Harvest Investment Services
Texas
$458K -$26.6K -968 -6%

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.