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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
AA
1201
AlphaMark Advisors
Kentucky
$83K +$27 +1 +0%
SAM
1202
Smartleaf Asset Management
Massachusetts
$81.5K +$22.2K +807 +40%
FGAM
1203
Financial Gravity Asset Management
Texas
$80.4K -$13.4K -488 -14%
TIM
1204
Tortoise Investment Management
New York
$79.4K -$5.38K -196 -7%
GJWM
1205
Gilliland Jeter Wealth Management
Arkansas
$78.8K +$74.1K +2,700 New
LWANC
1206
Laurel Wealth Advisors (North Carolina)
North Carolina
$78.3K
BCMLT
1207
Beacon Capital Management LLC (Tennessee)
Tennessee
$77.5K +$65.9K +2,400 +945%
Allspring Global Investments
1208
Allspring Global Investments
North Carolina
$77.2K +$1.54K +56 +2%
RDIA
1209
RE Dickinson Investment Advisors
Iowa
$75K -$23.6K -861 -25%
CFD
1210
Creative Financial Designs
Indiana
$73.4K +$3.79K +138 +6%
HCM
1211
Horrell Capital Management
Arkansas
$73K
LWCFA
1212
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$72.5K
CHC
1213
City Holding Co
West Virginia
$70.3K
FFWA
1214
FRG Family Wealth Advisors
Washington
$70.2K +$68.6K +2,500 New
KFI
1215
Key Financial Inc
Pennsylvania
$67.2K
CTA
1216
Colonial Trust Advisors
South Carolina
$67.2K -$4.39K -160 -6%
KHC
1217
Koesten Hirschmann & Crabtree
Kansas
$67K +$24.6K +897 +64%
WWM
1218
Wolff Wiese Magana
California
$64.9K
MRCM
1219
M&R Capital Management
New Jersey
$64.2K
EIM
1220
Essex Investment Management
Massachusetts
$63.9K
TC
1221
Truvestments Capital
Florida
$63.8K +$13.3K +486 +29%
HFS
1222
HBC Financial Services
Washington
$63K
LAM
1223
Lummis Asset Management
Texas
$62.8K
LF
1224
LifeSteps Financial
California
$61.8K +$58.2K +2,119 New
RFG
1225
RFP Financial Group
Georgia
$61.7K

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.