We are live on ! Find out more
EPD icon

Enterprise Products Partners
EPD

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: 65 → 68 (+3)

3% more funds holding

Funds holding: 1,282 → 1,320 (+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

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$91.3M
2
AA
ALPS Advisors
Colorado
+$60.2M
3
Allianz Asset Management
Allianz Asset Management
Germany
+$57.1M
4
UBS Group
UBS Group
Switzerland
+$44.7M
5
Blackstone Inc
Blackstone Inc
New York
+$38.2M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$409M
2
BlackRock
BlackRock
New York
-$194M
3
JP Morgan Chase
JP Morgan Chase
New York
-$82.1M
4
Goldman Sachs
Goldman Sachs
New York
-$53.5M
5
IG
ING Group
Netherlands
-$39.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
OFW
1001
Omnia Family Wealth
Florida
$274K – – –
SWP
1002
Strategic Wealth Partners
Ohio
$274K – – –
AWM
1003
Axxcess Wealth Management
California
$271K -$354K -12,900 -58%
EWA
1004
EverSource Wealth Advisors
Alabama
$271K +$41.5K +1,510 +19%
CCWM
1005
Cassaday & Co Wealth Management
Virginia
$271K +$255K +9,272 New
GFS
1006
GYL Financial Synergies
Connecticut
$270K -$94.7K -3,450 -27%
CCM
1007
Coldstream Capital Management
Washington
$269K – – –
BAAM
1008
Baker Avenue Asset Management
California
$269K -$122K -4,450 -33%
SL
1009
Summitry LLC
California
$266K – – –
CT
1010
Clearstead Trust
Maine
$266K – – –
EWA
1011
Emergent Wealth Advisors
New York
$266K -$41.2K -1,500 -14%
CVA
1012
Central Valley Advisors
California
$263K – – –
QCM
1013
QRG Capital Management
Illinois
$263K +$18.6K +677 +8%
SCM
1014
Sterneck Capital Management
Missouri
$263K – – –
PWA
1015
Physician Wealth Advisors
Utah
$263K – – –
ONST
1016
Old North State Trust
North Carolina
$261K +$246K +8,955 New
KHCM
1017
Kirtland Hills Capital Management
Ohio
$260K +$252K +9,162 New
VCA
1018
Verdence Capital Advisors
Maryland
$259K +$243K +8,864 New
WFM
1019
Wolff Financial Management
Michigan
$258K – – –
SFA
1020
Souders Financial Advisors
Ohio
$258K +$1.95K +71 +0.8%
PCP
1021
Proficio Capital Partners
Massachusetts
$257K – – –
CFA
1022
Capstone Financial Advisors
Illinois
$257K -$82 -3 -0%
HAM
1023
Harmony Asset Management
Arizona
$255K -$6.92K -252 -3%
GB
1024
Goepper Burkhardt
South Carolina
$255K – – –
MWM
1025
Mattern Wealth Management
Kansas
$255K +$275 +10 +0.1%
39 40
41
42 43

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.