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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
SEI Investments
76
SEI Investments
Pennsylvania
$28.1M +$180K +6,737 +0.7%
ECM
77
Evergreen Capital Management
Washington
$28.1M -$1.25M -46,915 -4%
AOI
78
Auto-Owners Insurance
Michigan
$27.4M
Commonwealth Equity Services
79
Commonwealth Equity Services
Massachusetts
$25.5M +$493K +18,421 +2%
Envestnet Asset Management
80
Envestnet Asset Management
Illinois
$25.1M +$2.93M +109,506 +14%
PTC
81
Petrus Trust Company
Texas
$24.6M -$4.17M -156,000 -15%
CAPTRUST Financial Advisors
82
CAPTRUST Financial Advisors
North Carolina
$23.7M +$192K +7,192 +0.8%
KSCM
83
Kamunting Street Capital Management
Florida
$23.5M +$1.57M +58,869 +7%
BRWA
84
B. Riley Wealth Advisors
Florida
$23.2M +$428K +16,014 +2%
PR
85
Payden & Rygel
California
$22.8M +$2.17M +81,100 +11%
PRIG
86
Payden & Rygel Investment Group
California
$22.8M +$22.3M +832,370 New
CLG
87
Cooperman Leon G
$22.3M
N
88
Nuveen
North Carolina
$22.3M -$1.5M -55,902 -6%
JMPWA
89
JP Morgan Private Wealth Advisors
California
$22.2M +$2.34M +87,535 +12%
CF
90
CNA Financial
Illinois
$21.9M -$1.34M -50,000 -6%
BHC
91
Bowen Hanes & Co
Florida
$21.8M +$1.7M +63,500 +9%
Wealth Enhancement Advisory Services
92
Wealth Enhancement Advisory Services
Minnesota
$21.4M +$21M +783,373 New
FSA
93
Fort Sheridan Advisors
Illinois
$20.6M +$2.33M +87,283 +13%
Charles Schwab
94
Charles Schwab
California
$19.7M -$458K -17,120 -2%
Cohen & Steers
95
Cohen & Steers
New York
$19.4M -$995K -37,187 -5%
ETC
96
Exchange Traded Concepts
Oklahoma
$19.4M -$958K -35,831 -5%
TIS
97
Tortoise Index Solutions
Kansas
$19.4M -$957K -35,767 -5%
US Bancorp
98
US Bancorp
Minnesota
$19.4M +$247K +9,245 +1%
Janney Montgomery Scott
99
Janney Montgomery Scott
Pennsylvania
$19.4M +$513K +19,172 +3%
Nomura Holdings
100
Nomura Holdings
Japan
$19.2M +$18.7M +700,004 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.