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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
AA
1051
Aire Advisors
California
$243K +$229K +8,329 New
LCM
1052
Leisure Capital Management
California
$243K
EFSCE
1053
Enterprise Financial Services Corp (EFSC)
Missouri
$242K -$17K -618 -7%
CHA
1054
Carmichael Hill & Associates
Maryland
$242K
E3F
1055
Eight 31 Financial
Texas
$241K
SAM
1056
S.A. Mason
Michigan
$241K
WWM
1057
Western Wealth Management
Colorado
$240K -$287K -10,465 -56%
WMA
1058
Wealth Management Associates
New Jersey
$239K +$227K +8,257 New
ATI
1059
ARK & TLK Investments
Oklahoma
$239K
SMA
1060
Seven Mile Advisory
New Jersey
$239K
CCFM
1061
Clear Creek Financial Management
Washington
$238K +$9.06K +330 +4%
VCM
1062
Virtue Capital Management
Tennessee
$237K +$222K +8,086 New
NIC
1063
Northwest Investment Counselors
Oregon
$237K
FNBSF
1064
First National Bank Sioux Falls
South Dakota
$236K
HP
1065
Holistic Planning
Texas
$236K -$13.3K -484 -6%
GT
1066
Glenview Trust
Kentucky
$236K -$38.4K -1,400 -15%
WTB
1067
Washington Trust Bank
Washington
$235K
AFC
1068
AFT Forsyth & Company
Florida
$234K +$4.12K +150 +2%
GI
1069
GS Investments
Minnesota
$233K
BDWCC
1070
B&D White Capital Company
Texas
$233K
ZIMP
1071
Zimmermann Investment Management & Planning
Pennsylvania
$233K +$3.49K +127 +2%
MSFS
1072
Main Street Financial Solutions
Pennsylvania
$232K +$219K +7,960 New
PB
1073
Pinnacle Bancorp
Nebraska
$232K
WG
1074
Watchman Group
Texas
$231K
ZIM
1075
Zacks Investment Management
Illinois
$231K +$217K +7,918 New

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.