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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
GJIA
1176
Glass Jacobson Investment Advisors
Maryland
$19.4K
CT
1177
Colonial Trust
South Carolina
$19.2K -$72.5K -2,709 -79%
WIM
1178
Westside Investment Management
California
$19.2K -$2.67K -100 -13%
FCAS
1179
First Command Advisory Services
Texas
$19.2K +$18.7K +700 New
CA
1180
Centerpoint Advisors
Massachusetts
$19K
CCM
1181
Copeland Capital Management
Pennsylvania
$18.9K -$23.6K -884 -56%
SIC
1182
SJS Investment Consulting
Ohio
$18.7K +$53 +2 +0.3%
IRAG
1183
Investment Research & Advisory Group
Georgia
$17.7K +$14.7K +548 +559%
MSFP
1184
Mark Sheptoff Financial Planning
Connecticut
$17K
GWMIA
1185
Global Wealth Management Investment Advisory
Florida
$16.4K
HC
1186
Hoese & Co
Minnesota
$16.4K
SHIM
1187
Stone House Investment Management
Pennsylvania
$16.4K +$294 +11 +2%
SFA
1188
Semmax Financial Advisors
North Carolina
$15.5K +$15.6K +584 New
NC
1189
NewSquare Capital
Pennsylvania
$15.4K -$5.03K -188 -25%
CB
1190
CNB Bank
Pennsylvania
$15.4K +$1.1K +41 +8%
APC
1191
Aspire Private Capital
North Carolina
$13.6K
SWA
1192
Sutton Wealth Advisors
Florida
$13K +$214 +8 +2%
VF
1193
VitalStone Financial
Texas
$12K
GEA
1194
Glen Eagle Advisors
New Jersey
$11.9K +$80 +3 +0.7%
GFPC
1195
Global Financial Private Client
Florida
$11.3K
TFM
1196
TFC Financial Management
Massachusetts
$10.9K
TF
1197
Tompkins Financial
New York
$10.9K
NF
1198
Norwood Financial
Pennsylvania
$10.8K
PPC
1199
Park Place Capital
Alabama
$9.14K
TH
1200
TCTC Holdings
Texas
$8.43K

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.