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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
TIM
1101
Tortoise Investment Management
New York
$79.8K -$1.02K -38 -1%
AA
1102
AlphaMark Advisors
Kentucky
$77K
MA
1103
Montag & Associates
Georgia
$76.6K -$95.6K -3,575 -56%
JMF
1104
Johnson Midwest Financial
Iowa
$76K +$1.36K +51 +2%
CAS
1105
Coppell Advisory Solutions
Texas
$75.6K -$17.3K -645 -17%
FMP
1106
Financial Management Professionals
Texas
$74K
LWANC
1107
Laurel Wealth Advisors (North Carolina)
North Carolina
$73.5K
CFD
1108
Creative Financial Designs
Indiana
$68.7K +$8.51K +318 +15%
SAG
1109
Spotlight Asset Group
Illinois
$68.6K
TRCT
1110
Tower Research Capital (TRC)
New York
$68.5K -$884K -33,040 -93%
HCM
1111
Horrell Capital Management
Arkansas
$68K
CTA
1112
Colonial Trust Advisors
South Carolina
$67.4K
CHC
1113
City Holding Co
West Virginia
$65.9K
LWCFA
1114
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$65.9K -$1.76K -66 -3%
TCOV
1115
Trust Company of Vermont
Vermont
$65.9K
WWM
1116
Wolff Wiese Magana
California
$65.3K
OLVIG
1117
Oliver Lagore Vanvalin Investment Group
Michigan
$64.1K +$80 +3 +0.1%
KFI
1118
Key Financial Inc
Pennsylvania
$63.1K
HL
1119
HeadInvest LLC
Maine
$62K +$61K +2,280 New
HFS
1120
HBC Financial Services
Washington
$62K -$5.35K -200 -8%
MRCM
1121
M&R Capital Management
New Jersey
$60.2K
JFGIW
1122
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$60.1K +$58.7K +2,195 New
TFGT
1123
TS Financial Group (TSFG)
Illinois
$60K +$214 +8 +0.4%
CWM
1124
Compass Wealth Management
Connecticut
$58.8K
RFG
1125
RFP Financial Group
Georgia
$57.9K

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.