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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
VWA
876
Visionary Wealth Advisors
Illinois
$385K +$3.79K +138 +1%
SAG
877
SageView Advisory Group
California
$383K -$152K -5,553 -30%
VCP
878
Verus Capital Partners
Arizona
$381K -$9.94K -362 -3%
HVP
879
Hudson Value Partners
Florida
$380K -$74.1K -2,700 -17%
RCA
880
Resonant Capital Advisors
Wisconsin
$379K
BS
881
Banco Santander
Spain
$379K -$1.11M -40,250 -76%
KC
882
Kingfisher Capital
North Carolina
$379K
BA
883
Bristlecone Advisors
Washington
$379K
PP
884
Patron Partners
Texas
$379K +$121K +4,398 +51%
DSC
885
Duncker Streett & Co
Missouri
$378K
NW
886
NewEdge Wealth
Pennsylvania
$377K -$9.36K -341 -2%
NGA
887
Naples Global Advisors
Florida
$377K
JWM
888
Jeppson Wealth Management
California
$376K +$1.37K +50 +0.4%
KIG
889
Kessler Investment Group
Indiana
$376K +$164K +5,977 +87%
WG
890
Welch Group
Alabama
$375K +$72.4K +2,637 +26%
1IA
891
1620 Investment Advisors
Massachusetts
$375K -$1.26K -46 -0.4%
WA
892
Wambolt & Associates
Colorado
$374K -$121K -4,413 -26%
PK
893
Pflug Koory
Nebraska
$373K
SSB
894
Sandy Spring Bank
Maryland
$373K
RHP
895
Royal Harbor Partners
Texas
$370K
SW
896
SkyOak Wealth
Michigan
$370K
OA
897
Operose Advisors
Wisconsin
$370K
CAC
898
Certified Advisory Corp
Florida
$367K +$22.8K +830 +7%
WT
899
Washington Trust
Rhode Island
$366K -$1.51K -55 -0.4%
HT
900
Heritage Trust
Oklahoma
$365K -$216K -7,874 -39%

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.