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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
PO
801
Private Ocean
California
$455K +$267K +9,715 +165%
CW
802
CreativeOne Wealth
Kansas
$455K -$15.9K -578 -4%
IA
803
Insight Advisors
Pennsylvania
$454K -$2.75K -100 -0.6%
HR
804
Howe & Rusling
New York
$454K -$13.7K -500 -3%
WT
805
Whittier Trust
California
$453K -$87.9K -3,200 -17%
CTA
806
Chesley Taft & Associates
Illinois
$452K -$2.17M -79,000 -84%
SC
807
Summa Corp
Texas
$452K
FWM
808
Finer Wealth Management
Massachusetts
$451K -$174K -6,335 -29%
DA
809
Detalus Advisors
Missouri
$448K +$421K +15,345 New
WIA
810
World Investment Advisors
California
$447K +$2.66K +97 +0.6%
PWM
811
Palumbo Wealth Management
New York
$447K
AT
812
Arvest Trust
Oklahoma
$446K -$27 -1 -0%
PC
813
Port Capital
Illinois
$445K
WPC
814
White Pine Capital
Minnesota
$445K +$58.3K +2,124 +15%
CRI
815
Colonial River Investments
Virginia
$445K
DP
816
Dearborn Partners
Illinois
$445K -$27.5K -1,000 -6%
CNBTD
817
Citizens National Bank Trust Department
Mississippi
$443K -$119K -4,350 -22%
SAM
818
SignalPoint Asset Management
Missouri
$442K +$4.92K +179 +1%
WPP
819
Whalerock Point Partners
Rhode Island
$442K -$11K -400 -3%
FWP
820
FAS Wealth Partners
Kansas
$442K -$2.66K -97 -0.6%
EWM
821
Empirical Wealth Management
Washington
$441K +$123K +4,468 +42%
WDC
822
Woodward Diversified Capital
California
$441K
MLL
823
Moody Lynn & Lieberson
Massachusetts
$440K
ACM
824
Adalta Capital Management
New York
$439K +$13K +475 +3%
IGWM
825
ICA Group Wealth Management
Colorado
$439K -$18.8K -684 -4%

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.