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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
AAP
826
Arax Advisory Partners
Colorado
$355K +$5.99K +224 +2%
NAS
827
Nicolet Advisory Services
Wisconsin
$354K +$74.9K +2,800 +27%
GAM
828
Grandview Asset Management
Pennsylvania
$354K +$346K +12,934 New
1IA
829
1620 Investment Advisors
Massachusetts
$351K +$1.12K +42 +0.3%
PK
830
Pflug Koory
Nebraska
$350K
WPC
831
White Pine Capital
Minnesota
$350K -$12K -450 -3%
SSB
832
Sandy Spring Bank
Maryland
$350K -$2.67K -100 -0.8%
SWM
833
Silverlake Wealth Management
Vermont
$349K +$20.3K +759 +6%
RHP
834
Royal Harbor Partners
Texas
$347K
OA
835
Operose Advisors
Wisconsin
$347K +$339K +12,676 New
MCA
836
MSH Capital Advisors
Arizona
$347K +$23.6K +884 +8%
GFS
837
GYL Financial Synergies
Connecticut
$346K -$1.18K -44 -0.3%
PSCM
838
Per Stirling Capital Management
Texas
$345K -$1.9K -71 -0.6%
HCM
839
Howland Capital Management
Massachusetts
$345K -$104K -3,900 -24%
WT
840
Washington Trust
Rhode Island
$345K -$88.8K -3,318 -21%
DE
841
Day & Ennis
Georgia
$343K +$7.94K +297 +2%
WEG
842
World Equity Group
Illinois
$339K +$332K +12,404 New
DLG
843
Daniel L. Goodwin
$339K +$332K +12,400 New
MCM
844
MV Capital Management
Maryland
$338K +$51.4K +1,920 +18%
JF
845
Jump Financial
Illinois
$337K -$577K -21,558 -64%
ABLA
846
Alan B. Lancz & Associates
Ohio
$337K
OWA
847
Outlook Wealth Advisors
Texas
$337K +$45.1K +1,688 +16%
DI
848
DFPG Investments
Utah
$336K +$11K +410 +3%
TFA
849
Toth Financial Advisory
Virginia
$336K +$3.83K +143 +1%
BC
850
Burney Company
Virginia
$335K -$164K -6,120 -33%

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.