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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
WC
851
Waterloo Capital
Texas
$410K +$23K +837 +6%
TSS
852
Two Sigma Securities
New York
$410K +$64.1K +2,333 +20%
WEG
853
World Equity Group
Illinois
$407K +$37.3K +1,358 +11%
NLP
854
Next Level Private
New York
$407K +$6.84K +249 +2%
ECM
855
Estabrook Capital Management
New York
$405K
CCMW
856
Cypress Capital Management (Wyoming)
Wyoming
$405K
MCA
857
MSH Capital Advisors
Arizona
$405K +$741 +27 +0.2%
PSFG
858
Prairie Sky Financial Group
Illinois
$404K
BCA
859
Bay Colony Advisors
Massachusetts
$402K +$92.8K +3,379 +32%
HIC
860
Hartline Investment Corp
Illinois
$402K +$379K +13,787 New
SIA
861
Schear Investment Advisers
Ohio
$401K -$4.75K -173 -1%
TC
862
TownSquare Capital
Utah
$400K +$71.1K +2,588 +23%
WP
863
WMS Partners
Maryland
$398K
FPAS
864
Focus Partners Advisor Solutions
Missouri
$398K -$251K -9,158 -40%
NAS
865
Nicolet Advisory Services
Wisconsin
$398K +$8.51K +310 +2%
QC
866
Quent Capital
New York
$395K +$320K +11,638 +614%
LNWWM
867
Laird Norton Wetherby Wealth Management
California
$395K +$2.75K +100 +0.7%
Members Trust
868
Members Trust
Florida
$393K -$59.8K -2,179 -14%
HP
869
Highlander Partners
Texas
$393K +$384K +14,000 New
CMI
870
Clare Market Investments
Texas
$391K -$9.36K -341 -2%
CAGAS
871
Capital Advisory Group Advisory Services
Minnesota
$390K -$7.17K -261 -2%
GAM
872
Grandview Asset Management
Pennsylvania
$389K +$13.1K +478 +4%
DT
873
Diversified Trust
Tennessee
$388K -$32.9K -1,200 -8%
Kovitz Investment Group Partners
874
Kovitz Investment Group Partners
Illinois
$388K -$2.97M -108,293 -89%
BONH
875
Bank of New Hampshire
New Hampshire
$386K

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.