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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
HBW
1076
Hazlett, Burt & Watson
West Virginia
$123K
HCM
1077
Hollencrest Capital Management
California
$121K +$9.71K +363 +9%
CT
1078
Cambridge Trust
Massachusetts
$117K -$26.7K -1,000 -19%
CMP
1079
Coston McIsaac & Partners
Maine
$117K +$2.09K +78 +2%
C
1080
Covestor
United Kingdom
$116K +$4.47K +167 +4%
BC
1081
Barrett & Company
Rhode Island
$114K +$13.5K +504 +14%
KA
1082
Kozak & Associates
Colorado
$113K -$14.2K -531 -11%
EBA
1083
Eagle Bay Advisors
New York
$109K
FFA
1084
Farther Finance Advisors
California
$107K +$428 +16 +0.4%
WPA
1085
West Paces Advisors
Georgia
$107K
FCA
1086
FinTrust Capital Advisors
South Carolina
$107K +$28.1K +1,050 +37%
RG
1087
Retirement Group
California
$106K +$8.75K +327 +9%
EWP
1088
Elevation Wealth Partners
California
$105K
FWM
1089
Focused Wealth Management
New York
$102K +$802 +30 +0.8%
CG
1090
Cutler Group
California
$101K +$99.1K +3,706 +23,163%
FSWA
1091
Financial Synergies Wealth Advisors
Texas
$98.6K
RDIA
1092
RE Dickinson Investment Advisors
Iowa
$98K
ITIM
1093
Indiana Trust & Investment Management
Indiana
$96.3K +$94.1K +3,519 New
EIM
1094
Essex Investment Management
Massachusetts
$89.4K
BAM
1095
Byrne Asset Management
New Jersey
$89K -$1.34K -50 -2%
LJHT
1096
Laurie J. Hall Trustee
$88K
OC
1097
Oakworth Capital
Alabama
$87.6K
JWM
1098
Janiczek Wealth Management
Colorado
$84.8K +$82.9K +3,100 New
MFT
1099
Moisand Fitzgerald Tamayo
Florida
$81.6K
CFFP
1100
Center for Financial Planning
Michigan
$81.3K

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.