We are live on ! Find out more
EPD icon

Enterprise Products Partners

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: 7071 (+1)

1% more funds holding

Funds holding: 1,2071,217 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
951
Mattern Wealth Management
Kansas
$255K -$802 -30 -0.3%
SC
952
Sepio Capital
Utah
$255K +$2.94K +110 +1%
CAC
953
Certified Advisory Corp
Florida
$254K -$4.04K -151 -2%
CF
954
Clarity Financial
Texas
$254K -$802 -30 -0.3%
GMA
955
Glassy Mountain Advisors
Maryland
$253K -$104K -3,900 -30%
PBC
956
Pavion Blue Capital
California
$253K
GWS
957
Glassman Wealth Services
Virginia
$252K +$25.5K +953 +12%
WAM
958
Weatherly Asset Management
California
$250K -$18.7K -700 -7%
SEP
959
Southland Equity Partners
Missouri
$250K -$39.2K -1,464 -14%
SL
960
Summitry LLC
California
$249K
CT
961
Clearstead Trust
Maine
$249K -$5.4K -202 -2%
FAG
962
Fortitude Advisory Group
Washington
$248K +$32.1K +1,201 +15%
SCM
963
Sterneck Capital Management
Missouri
$246K
SFS
964
Stiles Financial Services
Minnesota
$246K +$2.86K +107 +1%
MMHP
965
Murphy Middleton Hinkle & Parker
Georgia
$245K
ONST
966
Old North State Trust
North Carolina
$245K
CAL
967
Capital Advisors Ltd
Ohio
$244K -$3.48K -130 -1%
PWA
968
Physician Wealth Advisors
Utah
$243K
GB
969
Goepper Burkhardt
South Carolina
$242K
WFM
970
Wolff Financial Management
Michigan
$242K +$236K +8,834 New
SFG
971
Sovereign Financial Group
Connecticut
$242K +$236K +8,831 New
PCP
972
Proficio Capital Partners
Massachusetts
$241K
YIA
973
YHB Investment Advisors
Connecticut
$240K
EFSCE
974
Enterprise Financial Services Corp (EFSC)
Missouri
$239K
SFA
975
Souders Financial Advisors
Ohio
$238K +$233K +8,695 New

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.