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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
CAL
1026
Capital Advisors Ltd
Ohio
$253K -$7.52K -274 -3%
VA
1027
Valmark Advisers
Ohio
$253K +$19.2K +700 +9%
WAM
1028
WFA Asset Management
Wisconsin
$253K +$549 +20 +0.2%
GMA
1029
Glassy Mountain Advisors
Maryland
$252K -$17.8K -650 -7%
FCH
1030
Freestone Capital Holdings
Washington
$252K +$237K +8,642 New
BFC
1031
Blue Fin Capital
Rhode Island
$252K
ACM
1032
AlphaStar Capital Management
North Carolina
$252K +$237K +8,624 New
PBC
1033
Pavion Blue Capital
California
$251K -$16.7K -610 -7%
IEFM
1034
IQ EQ Fund Management
Ireland
$251K +$236K +8,603 New
W
1035
WPWealth
Texas
$251K -$2.03K -74 -0.9%
SB
1036
Strategic Blueprint
Georgia
$249K -$98.5K -3,588 -30%
NFSG
1037
Newbridge Financial Services Group
Florida
$249K -$43.9K -1,598 -16%
CSC
1038
Caldwell Sutter Capital
California
$249K -$9.14K -333 -4%
SAM
1039
Shikiar Asset Management
New York
$248K
BMM
1040
Buffington Mohr McNeal
Idaho
$248K +$165 +6 +0.1%
SWA
1041
Sax Wealth Advisors
New Jersey
$247K +$232K +8,458 New
CT
1042
Coastline Trust
Rhode Island
$247K
PWP
1043
Principle Wealth Partners
Connecticut
$246K -$29.7K -1,080 -11%
COCM
1044
Charter Oak Capital Management
New Hampshire
$246K +$231K +8,415 New
FCA
1045
FinTrust Capital Advisors
South Carolina
$245K
NRC
1046
New Republic Capital
North Carolina
$245K
FCCM
1047
First City Capital Management
Georgia
$245K +$230K +8,382 New
PFM
1048
Phillips Financial Management
Indiana
$245K +$230K +8,380 New
YIA
1049
YHB Investment Advisors
Connecticut
$244K -$11K -400 -5%
SWM
1050
Sendero Wealth Management
Texas
$244K

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.