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Enterprise Products Partners
EPD

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: 70 → 71 (+1)

1% more funds holding

Funds holding: 1,207 → 1,217 (+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

Top Buyers

Rank Fund Capital Flow
1
AA
ALPS Advisors
Colorado
+$170M
2
Goldman Sachs
Goldman Sachs
New York
+$98M
3
Blackstone Inc
Blackstone Inc
New York
+$66.1M
4
American Century Companies
American Century Companies
Missouri
+$57.7M
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$35.5M

Top Sellers

Rank Fund Capital Flow
1
MB
Marquard & Bahls
Germany
-$199M
2
Morgan Stanley
Morgan Stanley
New York
-$47.1M
3
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
-$38.9M
4
WHG
Westwood Holdings Group
Texas
-$34.6M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$29.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
CSC
976
Caldwell Sutter Capital
California
$238K -$6.9K -258 -3%
MLA
977
MB, Levis & Associates
Pennsylvania
$238K +$4.23K +158 +2%
CFA
978
Capstone Financial Advisors
Illinois
$237K +$107 +4 +0%
MSFS
979
Main Street Financial Solutions
Pennsylvania
$237K +$1.58K +59 +0.7%
W
980
WPWealth
Texas
$237K +$401 +15 +0.2%
BFC
981
Blue Fin Capital
Rhode Island
$236K – – –
PP
982
Patron Partners
Texas
$235K – – –
PL
983
Plancorp LLC
Missouri
$233K +$990 +37 +0.4%
SWA
984
SOA Wealth Advisors
New York
$233K +$1.1K +41 +0.5%
SAM
985
Shikiar Asset Management
New York
$233K – – –
OPCM
986
Osborne Partners Capital Management
California
$233K +$227K +8,500 New
CT
987
Coastline Trust
Rhode Island
$231K -$434K -16,215 -66%
FLPIM
988
F.L. Putnam Investment Management
Massachusetts
$231K +$226K +8,445 New
FA
989
FDx Advisors
Illinois
$231K -$7.25K -271 -3%
VDI
990
Vaughan David Investments
Illinois
$231K – – –
BMM
991
Buffington Mohr McNeal
Idaho
$230K +$225K +8,409 New
NRC
992
New Republic Capital
North Carolina
$229K – – –
SWM
993
Sendero Wealth Management
Texas
$229K – – –
CHA
994
Carmichael Hill & Associates
Maryland
$227K – – –
SAM
995
S.A. Mason
Michigan
$226K – – –
SMA
996
Seven Mile Advisory
New Jersey
$224K – – –
SB
997
Strategic Blueprint
Georgia
$224K +$219K +8,183 New
RMAM
998
Raab & Moskowitz Asset Management
New Jersey
$223K +$218K +8,161 New
FFA
999
First Foundation Advisors
California
$223K – – –
NIC
1000
Northwest Investment Counselors
Oregon
$222K +$5.35K +200 +3%
38 39
40
41 42

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.