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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
ACG
801
Allen Capital Group
Nebraska
$380K +$6.85K +256 +2%
ECM
802
Estabrook Capital Management
New York
$380K
PSFG
803
Prairie Sky Financial Group
Illinois
$379K
FCP
804
Fidelis Capital Partners
Florida
$378K +$16.7K +625 +5%
WP
805
WMS Partners
Maryland
$376K -$9.58K -358 -3%
CAGAS
806
Capital Advisory Group Advisory Services
Minnesota
$373K -$26.4K -986 -7%
DWA
807
Douglass Winthrop Advisors
New York
$371K
CCT
808
Capital City Trust
Florida
$371K +$362K +13,541 New
VWA
809
Visionary Wealth Advisors
Illinois
$370K -$5.56K -208 -2%
CWM
810
Cedar Wealth Management
California
$369K +$108K +4,050 +43%
KMWM
811
Keudell/Morrison Wealth Management
Oregon
$369K -$6.23K -233 -2%
DSC
812
Duncker Streett & Co
Missouri
$368K -$13.4K -500 -4%
ACI
813
Alpha Cubed Investments
California
$368K +$13.7K +511 +4%
VCP
814
Verus Capital Partners
Arizona
$368K -$15.8K -591 -4%
CAG
815
Csenge Advisory Group
Florida
$367K +$3.45K +129 +1%
FCH
816
Freestone Capital Holdings
Washington
$367K +$3.34K +125 +0.9%
TC
817
Telemus Capital
Michigan
$367K
NLP
818
Next Level Private
New York
$366K +$6.29K +235 +2%
BONH
819
Bank of New Hampshire
New Hampshire
$362K
FBT
820
First Bankers Trust
Kentucky
$361K -$535 -20 -0.2%
TFS
821
Thoroughbred Financial Services
Tennessee
$361K +$353K +13,201 New
SW
822
SkyOak Wealth
Michigan
$358K
CP
823
Castleview Partners
Texas
$356K -$33.3K -1,244 -9%
RCA
824
Resonant Capital Advisors
Wisconsin
$356K
BA
825
Bristlecone Advisors
Washington
$355K

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.