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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
EWA
951
Emergent Wealth Advisors
New York
$279K +$282K +10,600 New
MA
952
MKT Advisors
California
$279K – – –
BSA
953
Bull Street Advisors
Georgia
$278K – – –
LWA
954
Lantern Wealth Advisors
New York
$278K +$281K +10,547 New
CCA
955
Checchi Capital Advisers
California
$277K – – –
TNBTD
956
Trustmark National Bank Trust Department
Mississippi
$277K – – –
PWLP
957
Prio Wealth Limited Partnership
Massachusetts
$276K – – –
BCA
958
Bay Colony Advisors
Massachusetts
$274K +$24.5K +919 +10%
CIC
959
Chase Investment Counsel
Virginia
$274K +$12.4K +465 +5%
MA
960
MCF Advisors
Kentucky
$272K – – –
LFG
961
Larson Financial Group
Missouri
$271K +$12.4K +467 +5%
CW
962
Channel Wealth
California
$271K – – –
DI
963
DFPG Investments
Utah
$271K -$78.4K -2,944 -23%
WAOI
964
Wealth Advisors of Iowa
Iowa
$271K +$80 +3 +0%
CSPIA
965
Cary Street Partners Investment Advisory
Virginia
$271K +$142K +5,316 +107%
GC
966
Grimes & Company
Massachusetts
$270K +$273K +10,258 New
GGA
967
Granite Group Advisors
Connecticut
$269K +$255K +9,570 New
WG
968
Welch Group
Alabama
$269K +$1.86K +70 +0.7%
CF
969
Copperwynd Financial
Arizona
$269K – – –
SIG
970
Stonegate Investment Group
Alabama
$268K +$986 +37 +0.4%
NFSG
971
Newbridge Financial Services Group
Florida
$267K +$101K +3,792 +60%
AGA
972
Arkos Global Advisors
Texas
$265K – – –
HCA
973
Hyperion Capital Advisors
New York
$264K -$16K -600 -6%
BC
974
Belmont Capital
California
$264K +$266K +10,000 New
LA
975
LexAurum Advisors
Kansas
$263K +$2.4K +90 +0.9%
37 38
39
40 41

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.