We are live on ! Find out more
EPD icon

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
TSS
1026
Two Sigma Securities
New York
$210K +$206K +7,685 New
FB
1027
Fulton Bank
Pennsylvania
$210K +$206K +7,683 New
TLA
1028
Tanglewood Legacy Advisors
Texas
$209K
AIM
1029
Alhambra Investment Management
Florida
$209K -$2.27K -85 -1%
CBT
1030
CoreFirst Bank & Trust
Kansas
$209K +$2.41K +90 +1%
LWM
1031
Lyell Wealth Management
California
$208K +$203K +7,589 New
FWM
1032
FSA Wealth Management
Massachusetts
$207K +$202K +7,562 New
PIA
1033
Powell Investment Advisors
Florida
$207K +$202K +7,552 New
HNWA
1034
Henrickson Nauta Wealth Advisors
Michigan
$206K -$40.3K -1,505 -17%
Chevy Chase Trust
1035
Chevy Chase Trust
Maryland
$205K +$201K +7,500 New
CCA
1036
Cadent Capital Advisors
Oklahoma
$205K +$200K +7,491 New
VWA
1037
V Wealth Advisors
Kansas
$205K -$841K -31,432 -81%
AWM
1038
Austin Wealth Management
Texas
$205K +$205K +7,661 New
AWAP
1039
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$205K +$200K +7,477 New
CCM
1040
Colorado Capital Management
Colorado
$204K +$200K +7,460 New
DIS
1041
Diversified Investment Strategies
Louisiana
$203K -$17.7K -660 -8%
SDJVC
1042
St. Denis J. Villere & Co
Louisiana
$203K +$198K +7,402 New
BFIC
1043
Bedell Frazier Investment Counselling
California
$203K +$198K +7,400 New
AAG
1044
Armstrong Advisory Group
Massachusetts
$201K +$12.4K +464 +7%
PIA
1045
Perennial Investment Advisors
California
$201K +$197K +7,357 New
GGI
1046
Godsey & Gibb Inc
Virginia
$199K +$29.6K +1,106 +18%
HGERS
1047
Householder Group Estate & Retirement Specialist
Arizona
$199K +$194K +7,264 New
PGAM
1048
Princeton Global Asset Management
New Jersey
$196K
WSCM
1049
Wellington Shields Capital Management
New York
$196K
S
1050
SignatureFD
Georgia
$193K +$3.69K +138 +2%

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.