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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
ATC
1051
Adirondack Trust Company
New York
$192K – – –
AP
1052
Atwood & Palmer
Missouri
$183K – – –
EL
1053
EMFO LLC
Florida
$183K – – –
LTI
1054
Laffer Tengler Investments
Tennessee
$181K +$177K +6,600 New
WTC
1055
WhitTier Trust Company
Nevada
$174K – – –
FFC
1056
First Financial Corp
Indiana
$174K +$124K +4,649 +273%
NFSG
1057
Newbridge Financial Services Group
Florida
$174K +$31.2K +1,168 +23%
SGC
1058
Slocum, Gordon & Co
Rhode Island
$164K – – –
HCM
1059
Highlander Capital Management
New Jersey
$164K – – –
PO
1060
Private Ocean
California
$161K – – –
SC
1061
Sawyer & Company
Massachusetts
$161K – – –
CFS
1062
CGC Financial Services
Oregon
$152K – – –
HWA
1063
HHM Wealth Advisors
Tennessee
$149K – – –
HCP
1064
Hexagon Capital Partners
Arkansas
$146K – – –
HDIM
1065
Hanson & Doremus Investment Management
Vermont
$145K – – –
AWM
1066
Avondale Wealth Management
Texas
$145K – – –
IBOK
1067
Independence Bank of Kentucky
Kentucky
$142K – – –
LCM
1068
Logan Capital Management
Pennsylvania
$138K – – –
TSWM
1069
Tyler-Stone Wealth Management
Ohio
$138K -$1.87K -70 -1%
FMTCOCP
1070
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$137K – – –
FCT
1071
First Community Trust
Iowa
$136K – – –
CSPIA
1072
Cary Street Partners Investment Advisory
Virginia
$136K -$12K -450 -8%
PG
1073
Proffitt & Goodson
Tennessee
$133K – – –
VWM
1074
Venturi Wealth Management
Texas
$131K – – –
SCA
1075
Stillwater Capital Advisors
Pennsylvania
$126K +$123K +4,614 New
41 42
43
44 45

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.