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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
FAM
926
Formidable Asset Management
Ohio
$337K +$317K +11,548 New
TIM
927
Thompson Investment Management
Wisconsin
$336K
WLPWM
928
Walled Lake Planning & Wealth Management
Illinois
$336K
AF
929
Apollon Financial
South Carolina
$336K -$13.7K -500 -4%
FAT
930
First American Trust
California
$336K
MCM
931
MV Capital Management
Maryland
$335K -$23.6K -860 -7%
KMWM
932
Keudell/Morrison Wealth Management
Oregon
$335K -$62.2K -2,265 -16%
MCM
933
Magnolia Capital Management
New York
$330K
MWM
934
Meridian Wealth Management
Kentucky
$329K +$8.24K +300 +3%
PWLP
935
Prio Wealth Limited Partnership
Massachusetts
$328K +$20.6K +750 +7%
PWP
936
Phillips Wealth Planners
Mississippi
$327K +$11.3K +413 +4%
SLG
937
Stanley-Laman Group
Pennsylvania
$327K
CCG
938
Cypress Capital Group
Florida
$326K -$161K -5,880 -34%
AIM
939
Arcadia Investment Management
Michigan
$325K
AC
940
Abbrea Capital
California
$325K +$306K +11,138 New
LFG
941
Larson Financial Group
Missouri
$322K +$20.5K +746 +7%
MLA
942
MB, Levis & Associates
Pennsylvania
$322K +$32.7K +1,191 +12%
SFG
943
Sovereign Financial Group
Connecticut
$321K +$39.6K +1,442 +15%
BFG
944
Beacon Financial Group
Texas
$319K +$275 +10 +0.1%
FCMT
945
Founders Capital Management (Texas)
Texas
$319K
CFO
946
CVA Family Office
Colorado
$317K +$165 +6 +0.1%
CA
947
Crumly & Associates
Illinois
$316K
SNBOSCI
948
Security National Bank of Sioux City Iowa
Iowa
$316K
AHL
949
Abel Hall LLC
Louisiana
$315K
SFS
950
Starfox Financial Services
Texas
$315K -$4.72K -172 -2%

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.