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Enterprise Products Partners
EPD

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: 70 → 71 (+1)

1% more funds holding

Funds holding: 1,207 → 1,217 (+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

Top Buyers

Rank Fund Capital Flow
1
AA
ALPS Advisors
Colorado
+$170M
2
Goldman Sachs
Goldman Sachs
New York
+$98M
3
Blackstone Inc
Blackstone Inc
New York
+$66.1M
4
American Century Companies
American Century Companies
Missouri
+$57.7M
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$35.5M

Top Sellers

Rank Fund Capital Flow
1
MB
Marquard & Bahls
Germany
-$199M
2
Morgan Stanley
Morgan Stanley
New York
-$47.1M
3
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
-$38.9M
4
WHG
Westwood Holdings Group
Texas
-$34.6M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$29.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
851
Founders Financial Alliance
North Carolina
$334K – – –
AF
852
Allworth Financial
California
$334K +$2.73K +102 +0.8%
SAM
853
Sequent Asset Management
Texas
$329K – – –
APW
854
Austin Private Wealth
Texas
$328K -$3.56K -133 -1%
AWM
855
AllSquare Wealth Management
New York
$328K – – –
SG
856
Somerset Group
Minnesota
$328K – – –
PWP
857
Principle Wealth Partners
Connecticut
$328K – – –
PHIMC
858
Private Harbour Investment Management & Counsel
Ohio
$328K – – –
EWM
859
Empirical Wealth Management
Washington
$328K +$10.3K +386 +3%
PMFA
860
Plante Moran Financial Advisors
Michigan
$323K – – –
LSAG
861
Lake Street Advisors Group
New Hampshire
$322K +$26.2K +979 +9%
PWP
862
Phillips Wealth Planners
Mississippi
$322K +$31.3K +1,172 +11%
WAOTB
863
Wealth Advisors of Tampa Bay
Florida
$322K +$314K +11,750 New
LFGO
864
Legacy Financial Group (Oklahoma)
Oklahoma
$321K – – –
ATWA
865
Arbor Trust Wealth Advisors
Michigan
$321K – – –
FC
866
Fulcrum Capital
Washington
$320K – – –
WE
867
Wealth Effects
Massachusetts
$320K – – –
TIM
868
Thompson Investment Management
Wisconsin
$315K – – –
AWS
869
Arkfeld Wealth Strategies
Nebraska
$314K -$11.4K -426 -4%
RA
870
RFG Advisory
Alabama
$313K +$669 +25 +0.2%
Fisher Asset Management
871
Fisher Asset Management
Washington
$312K -$30.4K -1,138 -9%
CAI
872
Capital Advisors Inc
Oklahoma
$312K -$67.8K -2,534 -18%
AF
873
Advisornet Financial
Minnesota
$311K +$22.7K +847 +8%
NGA
874
Naples Global Advisors
Florida
$310K – – –
MCM
875
Magnolia Capital Management
New York
$309K -$32.8K -1,225 -10%
33 34
35
36 37

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.