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Enterprise Products Partners
EPD

1,282 hedge funds and large institutions have $15.4B invested in Enterprise Products Partners in 2023 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 450 increasing their positions, 365 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more first-time investments, than exits

New positions opened: 143 | Existing positions closed: 58

67% more call options, than puts

Call options by funds: $309M | Put options by funds: $184M

23% more repeat investments, than reductions

Existing positions increased: 450 | Existing positions reduced: 365

5% more funds holding

Funds holding: 1,217 → 1,282 (+65)

0.38% more ownership

Funds ownership: 26.58% → 26.96% (+0.38%)

2% less capital invested

Capital invested by funds: $15.8B → $15.4B (-$377M)

8% less funds holding in top 10

Funds holding in top 10: 71 → 65 (-6)

Holders
1,282
Holders Change
+65
Holders Change %
+5.34%
% of All Funds
18.69%
Holding in Top 10
65
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-8.45%
% of All Funds
0.95%
New
143
Increased
450
Reduced
365
Closed
58
Calls
$309M
Puts
$184M
Net Calls
+$124M
Net Calls Change
-$51.3M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$500M
2
Invesco
Invesco
Georgia
+$228M
3
American Century Companies
American Century Companies
Missouri
+$48.1M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$21M
5
Citadel Advisors
Citadel Advisors
Florida
+$16.8M

Top Sellers

Rank Fund Capital Flow
1
MB
Marquard & Bahls
Germany
-$194M
2
BlackRock
BlackRock
New York
-$91M
3
AA
ALPS Advisors
Colorado
-$68.5M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$51.8M
5
IG
ING Group
Netherlands
-$37.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
901
AllSquare Wealth Management
New York
$316K – – –
APW
902
Austin Private Wealth
Texas
$316K – – –
SG
903
Somerset Group
Minnesota
$316K – – –
AF
904
Apollon Financial
South Carolina
$316K +$320K +12,000 New
PHIMC
905
Private Harbour Investment Management & Counsel
Ohio
$316K – – –
AF
906
Allworth Financial
California
$315K -$6.69K -251 -2%
Natixis Advisors
907
Natixis Advisors
Massachusetts
$314K +$318K +11,933 New
AIFAIM
908
American Institute for Advanced Investment Management
Arizona
$312K +$37.9K +1,423 +14%
PMFA
909
Plante Moran Financial Advisors
Michigan
$311K – – –
AWS
910
Arkfeld Wealth Strategies
Nebraska
$310K +$320 +12 +0.1%
CAC
911
Certified Advisory Corp
Florida
$310K +$65.5K +2,459 +26%
ATWA
912
Arbor Trust Wealth Advisors
Michigan
$309K – – –
TSS
913
Two Sigma Securities
New York
$308K +$107K +4,021 +52%
FC
914
Fulcrum Capital
Washington
$308K – – –
TIM
915
Thompson Investment Management
Wisconsin
$304K – – –
WP
916
WealthSource Partners
California
$304K -$130K -4,894 -30%
WLPWM
917
Walled Lake Planning & Wealth Management
Illinois
$304K +$50.4K +1,890 +20%
IAS
918
Insigneo Advisory Services
Florida
$298K +$302K +11,317 New
MCM
919
Magnolia Capital Management
New York
$298K – – –
PWP
920
Phillips Wealth Planners
Mississippi
$297K -$14.5K -544 -5%
RA
921
RFG Advisory
Alabama
$297K -$4.82K -181 -2%
AF
922
Advisornet Financial
Minnesota
$297K -$2.56K -96 -0.8%
SFS
923
Starfox Financial Services
Texas
$296K +$299K +11,224 New
HGA
924
Hobbs Group Advisors
South Carolina
$296K +$299K +11,222 New
SLG
925
Stanley-Laman Group
Pennsylvania
$295K – – –
35 36
37
38 39

EPD Hedge Fund Activity: Q4 2023 in Review

1,282 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Enterprise Products Partners (EPD) for Q4 2023, worth a combined $15.4B — down 2.4% from $15.8B a quarter earlier.

Buyers outnumbered sellers: 143 funds opened new EPD positions and 58 closed out — a net gain of 85 holders — while 450 added to existing stakes and 365 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $500M. The largest seller was Marquard & Bahls, cutting an estimated $194M.

  • 1,282 institutional investors held Enterprise Products Partners (EPD) as of Q4 2023, up from 1,217 in Q3 2023.
  • Funds reported $15.4B of Enterprise Products Partners stock for Q4 2023, down 2.4% quarter-over-quarter.
  • 143 funds opened new Enterprise Products Partners positions in Q4 2023 and 58 closed out, a net change of +85 holders.
  • The largest Enterprise Products Partners buyer in Q4 2023 was Morgan Stanley, an estimated $500M added.
  • The largest Enterprise Products Partners seller in Q4 2023 was Marquard & Bahls, an estimated $194M sold.

Based on aggregated 13F filings for Q4 2023.