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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
SN
926
Sittner & Nelson
Oregon
$271K – – –
GSIAS
927
Garden State Investment Advisory Services
New Jersey
$271K +$3.34K +125 +1%
GWSG
928
GPS Wealth Strategies Group
Colorado
$271K +$829 +31 +0.3%
PGF
929
Plan Group Financial
Oklahoma
$270K +$264K +9,880 New
LFG
930
Larson Financial Group
Missouri
$269K -$30.9K -1,154 -11%
MCM
931
Mattern Capital Management
Colorado
$268K – – –
FW
932
FirstPurpose Wealth
Utah
$265K +$32.1K +1,200 +14%
SFP
933
Sandbox Financial Partners
Maryland
$264K -$8.02K -300 -3%
WLPWM
934
Walled Lake Planning & Wealth Management
Illinois
$264K – – –
SAM
935
Summit Asset Management
Tennessee
$263K – – –
DFG
936
Delta Financial Group
New Jersey
$263K +$257K +9,603 New
Envestnet Portfolio Solutions
937
Envestnet Portfolio Solutions
Illinois
$263K +$257K +9,595 New
PTC
938
Private Trust Company
Ohio
$263K +$2.49K +93 +1%
NCM
939
Novare Capital Management
North Carolina
$261K – – –
FMII
940
Farmers & Merchants Investments Inc
Nebraska
$261K – – –
Koshinski Asset Management
941
Koshinski Asset Management
Illinois
$260K -$53.3K -1,993 -17%
GPA
942
Guerra Pan Advisors
New Jersey
$260K – – –
MC
943
Middleton & Co
Massachusetts
$260K – – –
GT
944
Glenview Trust
Kentucky
$260K – – –
BCA
945
Bay Colony Advisors
Massachusetts
$260K +$3.05K +114 +1%
DWM
946
Dechtman Wealth Management
Colorado
$259K +$4.63K +173 +2%
CCM
947
Coldstream Capital Management
Washington
$258K -$289K -10,793 -53%
EWA
948
EverSource Wealth Advisors
Alabama
$258K -$10.7K -401 -4%
TW
949
TrinityPoint Wealth
Connecticut
$258K – – –
OFW
950
Omnia Family Wealth
Florida
$257K – – –
36 37
38
39 40

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.