We are live on ! Find out more
EPD icon

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
BFIC
1101
Bedell Frazier Investment Counselling
California
$218K +$205K +7,466 New
ACA
1102
Aptus Capital Advisors
Alabama
$217K +$204K +7,422 New
DIS
1103
Diversified Investment Strategies
Louisiana
$216K +$203K +7,405 New
SDJVC
1104
St. Denis J. Villere & Co
Louisiana
$216K +$203K +7,402 New
MGIA
1105
Matthew Goff Investment Advisor
Texas
$214K +$202K +7,350 New
CBT
1106
CoreFirst Bank & Trust
Kansas
$214K -$8.24K -300 -4%
HTHT
1107
Hemenway Trust Hemenway Trust
New Hampshire
$213K +$200K +7,300 New
AWAG
1108
ARS Wealth Advisors Group
Florida
$213K +$200K +7,289 New
SG Americas Securities
1109
SG Americas Securities
New York
$212K +$200K +7,267 New
GIM
1110
Greylin Investment Management
Virginia
$211K +$199K +7,240 New
MWA
1111
Martel Wealth Advisors
Washington
$211K +$199K +7,240 New
VDI
1112
Vaughan David Investments
Illinois
$211K -$32.9K -1,200 -14%
MW
1113
MBL Wealth
North Carolina
$211K +$198K +7,220 New
DBIA
1114
Dumont & Blake Investment Advisors
New Jersey
$210K -$22K -800 -10%
KC
1115
Kades & Cheifetz
Pennsylvania
$210K +$198K +7,201 New
MPCA
1116
Madison Park Capital Advisors
Washington
$210K +$198K +7,200 New
SFS
1117
Summit Financial Strategies
Ohio
$209K +$197K +7,178 New
AA
1118
Auxano Advisors
Washington
$209K -$41.2K -1,500 -17%
WSCM
1119
Wellington Shields Capital Management
New York
$209K
WSFS
1120
Wilmington Savings Fund Society
Delaware
$209K +$196K +7,147 New
CCM
1121
Canal Capital Management
Virginia
$208K +$195K +7,115 New
NCMW
1122
Northern Capital Management (Washington)
Washington
$207K +$195K +7,104 New
SAM
1123
Satovsky Asset Management
New York
$207K +$195K +7,097 New
BIA
1124
Barry Investment Advisors
Massachusetts
$207K +$195K +7,089 New
CCP
1125
Carmel Capital Partners
California
$207K +$195K +7,089 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.