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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
GT
101
Glenmede Trust
Pennsylvania
$18.8M -$9.28K -347 -0.1%
Creative Planning
102
Creative Planning
Kansas
$18.6M -$512K -19,153 -3%
WPEP
103
Walnut Private Equity Partners
Nebraska
$18.4M +$267K +10,000 +2%
VL
104
Vorpal LLC
Tennessee
$18.3M
CIA
105
Capital Investment Advisors
Georgia
$17.8M -$661K -24,716 -4%
CIMLRA
106
CBRE Investment Management Listed Real Assets
Pennsylvania
$17.6M +$17.2M +641,400 New
CCB
107
Cutter & Co Brokerage
Missouri
$17.5M +$198K +7,405 +1%
HM
108
Heronetta Management
New York
$16.9M +$104K +3,900 +0.6%
M&T Bank
109
M&T Bank
New York
$16.7M -$443K -16,558 -3%
BPA
110
Beacon Pointe Advisors
California
$16.4M +$7.71M +288,243 +93%
William Blair & Company
111
William Blair & Company
Illinois
$16M -$21.7K -813 -0.1%
SMH
112
Sanders Morris Harris
Texas
$15.4M -$260K -9,728 -2%
DAC
113
Dividend Assets Capital
South Carolina
$15.3M -$61.3K -2,291 -0.4%
NAM
114
NorthCrest Asset Manangement
Minnesota
$15.3M -$248K -9,280 -2%
GS
115
Gagnon Securities
New York
$15.1M -$2.81M -104,872 -16%
OC
116
Oppenheimer & Co
New York
$14.8M -$349K -13,037 -2%
MIM
117
Marco Investment Management
Georgia
$14.2M -$240K -8,983 -2%
Cambridge Investment Research Advisors
118
Cambridge Investment Research Advisors
Iowa
$14.2M +$84.3K +3,152 +0.6%
SOAMC
119
Spirit of America Management Corp
New York
$14M
PCA
120
Private Capital Advisors
Connecticut
$13.9M -$1.83M -68,459 -11%
IMA
121
Investment Management Associates
Colorado
$13.8M +$394K +14,715 +3%
AL
122
Appaloosa LP
New Jersey
$13.6M
JIC
123
JRM Investment Counsel
Nebraska
$13.5M +$165K +6,165 +1%
Allianz Asset Management
124
Allianz Asset Management
Germany
$13.5M +$717K +26,800 +6%
MCM
125
MAI Capital Management
Ohio
$13.4M +$186K +6,969 +1%

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.