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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
Barclays
76
Barclays
United Kingdom
$30.3M +$785K +28,601 +3%
ECM
77
Evergreen Capital Management
Washington
$30.1M +$146K +5,321 +0.5%
Commonwealth Equity Services
78
Commonwealth Equity Services
Massachusetts
$29.8M +$1.69M +61,422 +6%
RA
79
RR Advisors
Texas
$29.8M -$30.6M -1,114,000 -52%
AOI
80
Auto-Owners Insurance
Michigan
$29.2M
Mariner
81
Mariner
Kansas
$28.2M +$1.24M +45,254 +5%
SCP
82
SailingStone Capital Partners
Texas
$27.1M -$12.1M -439,262 -32%
CLG
83
Cooperman Leon G
$26.7M
Wealth Enhancement Advisory Services
84
Wealth Enhancement Advisory Services
Minnesota
$26.6M +$790K +28,767 +3%
PTC
85
Petrus Trust Company
Texas
$26.3M
CF
86
CNA Financial
Illinois
$25.5M +$686K +25,000 +3%
FSA
87
Fort Sheridan Advisors
Illinois
$24.4M +$816K +29,730 +4%
Cetera Investment Advisers
88
Cetera Investment Advisers
Illinois
$23.5M +$17.7M +645,714 +402%
BHC
89
Bowen Hanes & Co
Florida
$23.3M
BRWA
90
B. Riley Wealth Advisors
Florida
$23.2M +$583K +21,251 +3%
GBI
91
GP Brinson Investments
Illinois
$21.7M +$13M +472,270 +174%
PR
92
Payden & Rygel
California
$21.4M +$6.26M +227,900 +45%
PRIG
93
Payden & Rygel Investment Group
California
$21.4M +$20.1M +732,370 New
Citigroup
94
Citigroup
New York
$21.3M +$3.25M +118,329 +19%
Creative Planning
95
Creative Planning
Kansas
$21.1M +$878K +31,982 +5%
VL
96
Vorpal LLC
Tennessee
$20.7M +$412K +15,000 +2%
Janney Montgomery Scott
97
Janney Montgomery Scott
Pennsylvania
$20.4M -$506K -18,411 -3%
BPA
98
Beacon Pointe Advisors
California
$20.3M -$709K -25,832 -4%
US Bancorp
99
US Bancorp
Minnesota
$20.1M -$791K -28,795 -4%
VA
100
Vident Advisory
Georgia
$20M +$18.8M +685,949 New

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.