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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
NRG
1151
Nemes Rush Group
Michigan
$168K -$137 -5 -0.1%
HCP
1152
Hexagon Capital Partners
Arkansas
$168K +$11.6K +421 +8%
CFS
1153
CGC Financial Services
Oregon
$162K
MA
1154
Montag & Associates
Georgia
$162K
HGERS
1155
Householder Group Estate & Retirement Specialist
Arizona
$161K +$5.44K +198 +4%
S
1156
SignatureFD
Georgia
$160K -$60K -2,185 -28%
EBA
1157
Eagle Bay Advisors
New York
$159K +$39.8K +1,451 +36%
HWA
1158
HHM Wealth Advisors
Tennessee
$159K
BFEC
1159
Benjamin F. Edwards & Company
Missouri
$157K -$53.3K -1,943 -27%
HDIM
1160
Hanson & Doremus Investment Management
Vermont
$155K
AWM
1161
Avondale Wealth Management
Texas
$154K
MWA
1162
Miller Wealth Advisors
Colorado
$153K -$116K -4,240 -45%
DI
1163
DAGCO Inc
Ohio
$150K +$141K +5,142 New
HCM
1164
Hollencrest Capital Management
California
$148K +$6.18K +225 +5%
LCM
1165
Logan Capital Management
Pennsylvania
$148K
FMTCOCP
1166
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$146K
FCT
1167
First Community Trust
Iowa
$145K
TH
1168
TCTC Holdings
Texas
$143K
HBW
1169
Hazlett, Burt & Watson
West Virginia
$142K
PG
1170
Proffitt & Goodson
Tennessee
$141K
TSWM
1171
Tyler-Stone Wealth Management
Ohio
$141K -$5.27K -192 -4%
AT
1172
Avalon Trust
New Mexico
$141K +$133K +4,827 New
VWM
1173
Venturi Wealth Management
Texas
$140K
PAI
1174
Pittenger & Anderson Inc
Nebraska
$137K
KA
1175
Kozak & Associates
Colorado
$133K +$11.3K +412 +10%

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.