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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
PIA
1076
Powell Investment Advisors
Florida
$229K +$4.01K +146 +2%
EWA
1077
Encompass Wealth Advisors
Oregon
$228K
IP
1078
Intellectus Partners
California
$226K
P
1079
&Partners
Tennessee
$226K -$2.37M -86,208 -92%
WPW
1080
Waldron Private Wealth
Pennsylvania
$225K -$196K -7,131 -48%
SFS
1081
Stiles Financial Services
Minnesota
$225K +$2.36K +86 +1%
PSP
1082
Pacific Sage Partners
Washington
$225K
AHC
1083
Anderson Hoagland & Co
Missouri
$225K
TLA
1084
Tanglewood Legacy Advisors
Texas
$223K
BCG
1085
Breakwater Capital Group
New Jersey
$223K
CCA
1086
Cadent Capital Advisors
Oklahoma
$223K +$210K +7,648 New
IFWM
1087
Institute for Wealth Management
Colorado
$223K
SA
1088
Strategic Advisors
New York
$223K -$44.1K -1,605 -17%
FFA
1089
First Foundation Advisors
California
$222K -$15K -546 -7%
SAS
1090
Stelac Advisory Services
New York
$222K +$209K +7,600 New
LWM
1091
Lyell Wealth Management
California
$221K +$208K +7,589 New
GWSG
1092
GPS Wealth Strategies Group
Colorado
$219K -$38.1K -1,389 -16%
FTCM
1093
First Trust Capital Management
Illinois
$219K -$3.9K -142 -2%
HNWA
1094
Henrickson Nauta Wealth Advisors
Michigan
$219K +$206K +7,513 New
Chevy Chase Trust
1095
Chevy Chase Trust
Maryland
$219K +$206K +7,500 New
LSA
1096
L & S Advisors
California
$219K +$206K +7,500 New
AWAP
1097
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$218K +$205K +7,479 New
BG
1098
Bahl & Gaynor
Ohio
$218K +$205K +7,474 New
BC
1099
Broadwater Capital
Massachusetts
$218K
CCM
1100
Colorado Capital Management
Colorado
$218K

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.