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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
TC
876
TownSquare Capital
Utah
$309K -$82.6K -3,088 -21%
AIFAIM
877
American Institute for Advanced Investment Management
Arizona
$309K -$12K -448 -4%
AWM
878
Angeles Wealth Management
California
$308K – – –
SLG
879
Stanley-Laman Group
Pennsylvania
$307K – – –
ACP
880
Aviance Capital Partners
Florida
$306K +$48.1K +1,800 +19%
NW
881
NewEdge Wealth
Pennsylvania
$305K – – –
AIM
882
Arcadia Investment Management
Michigan
$305K – – –
STA
883
Summit Trail Advisors
New York
$301K – – –
CCM
884
Canal Capital Management
Virginia
$301K +$294K +10,979 New
KAS
885
KPP Advisory Services
Kentucky
$299K +$292K +10,921 New
FCMT
886
Founders Capital Management (Texas)
Texas
$299K -$26.7K -1,000 -8%
SFA
887
Sequoia Financial Advisors
Ohio
$297K -$25.5K -955 -8%
CA
888
Crumly & Associates
Illinois
$297K – – –
NHFG
889
New Harbor Financial Group
Massachusetts
$297K -$16K -600 -5%
CFO
890
CVA Family Office
Colorado
$297K +$160 +6 +0.1%
JSW
891
Journey Strategic Wealth
New Jersey
$297K – – –
BJL
892
Brighton Jones LLC
Washington
$296K +$4.57K +171 +2%
SNBOSCI
893
Security National Bank of Sioux City Iowa
Iowa
$296K – – –
CCFM
894
Clear Creek Financial Management
Washington
$296K +$2.6K +97 +0.9%
LCM
895
Leisure Capital Management
California
$295K +$66.3K +2,480 +30%
CWA
896
Consilium Wealth Advisory
Texas
$294K – – –
BPFA
897
Barnes Pettey Financial Advisors
Mississippi
$293K – – –
CI
898
Conning Inc
Connecticut
$291K – – –
FAT
899
First American Trust
California
$290K – – –
HCA
900
Hyperion Capital Advisors
New York
$290K – – –
34 35
36
37 38

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.