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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
CT
1176
Cambridge Trust
Massachusetts
$125K
Jones Financial Companies
1177
Jones Financial Companies
Missouri
$124K +$62.6K +2,280 +115%
BC
1178
Barrett & Company
Rhode Island
$122K +$82 +3 +0.1%
CWM
1179
Compass Wealth Management
Connecticut
$121K -$2.75K -100 -2%
GWP
1180
Gen-Wealth Partners
Michigan
$117K +$110K +4,012 New
AGWCA
1181
Annis Gardner Whiting Capital Advisors
Florida
$117K +$110K +4,000 New
MTIC
1182
Missouri Trust & Investment Company
Missouri
$116K +$77.9K +2,839 +252%
RFG
1183
REAP Financial Group
Texas
$116K +$2.06K +75 +2%
IBOK
1184
Independence Bank of Kentucky
Kentucky
$115K
CA
1185
Crewe Advisors
Utah
$114K +$107K +3,908 +26,053%
ITIM
1186
Indiana Trust & Investment Management
Indiana
$110K
EWP
1187
Elevation Wealth Partners
California
$109K -$2.55K -93 -2%
CWP
1188
Concord Wealth Partners
Virginia
$105K +$80.1K +2,917 +430%
PP
1189
Pingora Partners
Wyoming
$100K +$80.8K +2,943 +589%
CAM
1190
Creekmur Asset Management
Illinois
$95.3K +$4.17K +152 +5%
OC
1191
Oakworth Capital
Alabama
$93.4K
LJHT
1192
Laurie J. Hall Trustee
$93K
JWM
1193
Janiczek Wealth Management
Colorado
$90.5K
VCM
1194
Versant Capital Management
Arizona
$89.5K +$1.59K +58 +2%
BAM
1195
Byrne Asset Management
New Jersey
$89K +$83.7K +3,050 New
CWC
1196
Carolinas Wealth Consulting
North Carolina
$88.2K +$83K +3,024 New
MFT
1197
Moisand Fitzgerald Tamayo
Florida
$87K
CFFP
1198
Center for Financial Planning
Michigan
$85.6K -$1.04K -38 -1%
TCOV
1199
Trust Company of Vermont
Vermont
$84.8K +$10.3K +375 +15%
WPA
1200
West Paces Advisors
Georgia
$84.6K -$27.5K -1,000 -26%

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.