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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
GGA
976
Granite Group Advisors
Connecticut
$294K +$13.9K +505 +5%
IW
977
Imprint Wealth
South Carolina
$293K +$274K +9,972 New
LA
978
LexAurum Advisors
Kansas
$292K +$659 +24 +0.2%
CF
979
Clarity Financial
Texas
$292K +$2.17K +79 +0.8%
BC
980
Belmont Capital
California
$292K
HCA
981
Hyperion Capital Advisors
New York
$292K
BTIM
982
BancFirst Trust & Investment Management
Oklahoma
$290K
SN
983
Sittner & Nelson
Oregon
$289K
MC
984
Middleton & Co
Massachusetts
$288K +$10.3K +375 +4%
DFG
985
Delta Financial Group
New Jersey
$288K +$4.42K +161 +2%
RA
986
RFG Advisory
Alabama
$287K -$39.3K -1,430 -13%
DWM
987
Dechtman Wealth Management
Colorado
$286K +$5.03K +183 +2%
MCM
988
Mattern Capital Management
Colorado
$286K
FSC
989
Full Sail Capital
Oklahoma
$284K
SWA
990
SOA Wealth Advisors
New York
$284K +$1.21K +44 +0.5%
STA
991
Summit Trail Advisors
New York
$283K
FW
992
FirstPurpose Wealth
Utah
$283K -$137 -5 -0.1%
SFP
993
Sandbox Financial Partners
Maryland
$283K -$329 -12 -0.1%
LSA
994
Lion Street Advisors
Texas
$279K
NCM
995
Novare Capital Management
North Carolina
$279K
QWM
996
Quadcap Wealth Management
Texas
$279K -$114K -4,143 -30%
PMSA
997
Patrick M. Sweeney & Associates
Illinois
$278K +$15.1K +550 +6%
FMII
998
Farmers & Merchants Investments Inc
Nebraska
$278K
SEP
999
Southland Equity Partners
Missouri
$276K +$4.75K +173 +2%
TW
1000
TrinityPoint Wealth
Connecticut
$275K +$522 +19 +0.2%

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.