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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
FBT
901
First Bankers Trust
Kentucky
$365K
FFA
902
Founders Financial Alliance
North Carolina
$364K -$7.39K -269 -2%
NFGCM
903
Norman Fields Gottscho Capital Management
New York
$364K -$60.4K -2,200 -15%
SWM
904
Silverlake Wealth Management
Vermont
$364K -$8.24K -300 -2%
BC
905
Burney Company
Virginia
$363K -$1.02K -37 -0.3%
TFA
906
Toth Financial Advisory
Virginia
$361K +$1.73K +63 +0.5%
SAM
907
Summit Asset Management
Tennessee
$360K -$2.8K -102 -0.8%
OWA
908
Outlook Wealth Advisors
Texas
$359K
APW
909
Austin Private Wealth
Texas
$359K
AAP
910
Arax Advisory Partners
Colorado
$357K -$8.07K -294 -2%
LFGO
911
Legacy Financial Group (Oklahoma)
Oklahoma
$356K
IAS
912
Insigneo Advisory Services
Florida
$355K +$23.8K +865 +8%
Natixis Advisors
913
Natixis Advisors
Massachusetts
$355K +$6.26K +228 +2%
HW
914
Hancock Whitney
Mississippi
$354K -$116K -4,242 -26%
ATPW
915
Ashton Thomas Private Wealth
Arizona
$352K -$28.8K -1,048 -8%
SAM
916
Sequent Asset Management
Texas
$351K -$27.2K -991 -8%
DAS
917
Diversify Advisory Services
Utah
$350K +$328K +11,929 New
AWM
918
AllSquare Wealth Management
New York
$350K
PHIMC
919
Private Harbour Investment Management & Counsel
Ohio
$349K
AWM
920
Avior Wealth Management
Nebraska
$348K +$28.8K +1,050 +10%
HC
921
Hara Capital
Washington
$346K -$6.89K -251 -2%
PMFA
922
Plante Moran Financial Advisors
Michigan
$344K
ATWA
923
Arbor Trust Wealth Advisors
Michigan
$342K
FC
924
Fulcrum Capital
Washington
$341K
AWS
925
Arkfeld Wealth Strategies
Nebraska
$340K +$3.87K +141 +1%

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.