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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
GT
101
Glenmede Trust
Pennsylvania
$20M +$55.7K +2,028 +0.3%
KSCM
102
Kamunting Street Capital Management
Florida
$20M -$8.23M -299,600 -30%
WPEP
103
Walnut Private Equity Partners
Nebraska
$19.9M +$247K +9,000 +1%
Charles Schwab
104
Charles Schwab
California
$19.8M -$236K -8,579 -1%
TIS
105
Tortoise Index Solutions
Kansas
$19.5M -$3.45M -125,746 -16%
ETC
106
Exchange Traded Concepts
Oklahoma
$19.5M -$3.41M -124,019 -16%
CCB
107
Cutter & Co Brokerage
Missouri
$19M +$64.7K +2,358 +0.4%
CIA
108
Capital Investment Advisors
Georgia
$18.8M -$570K -20,742 -3%
N
109
Nuveen
North Carolina
$18.5M -$5.41M -197,125 -24%
IC
110
Inscription Capital
Texas
$18.1M +$8.33M +303,433 +96%
M&T Bank
111
M&T Bank
New York
$17.8M -$31.9K -1,160 -0.2%
William Blair & Company
112
William Blair & Company
Illinois
$17.1M -$239K -8,702 -1%
HM
113
Heronetta Management
New York
$16.8M -$1.85M -67,300 -10%
SMH
114
Sanders Morris Harris
Texas
$16M +$14.8M +540,072 +6,126%
IWA
115
Icon Wealth Advisors
Texas
$15.9M +$2.85M +103,810 +24%
MIM
116
Marco Investment Management
Georgia
$15.7M +$459K +16,700 +3%
MCM
117
MAI Capital Management
Ohio
$15.6M +$1.29M +47,105 +10%
Cambridge Investment Research Advisors
118
Cambridge Investment Research Advisors
Iowa
$15.6M +$182K +6,619 +1%
OC
119
Oppenheimer & Co
New York
$15.6M +$656K +23,884 +5%
PCA
120
Private Capital Advisors
Connecticut
$15.5M -$2.75K -100 -0%
IMA
121
Investment Management Associates
Colorado
$15.4M +$270K +9,848 +2%
JIC
122
JRM Investment Counsel
Nebraska
$15M +$264K +9,608 +2%
GS
123
Gagnon Securities
New York
$15M -$745K -27,138 -5%
CAPTRUST Financial Advisors
124
CAPTRUST Financial Advisors
North Carolina
$14.3M -$11.1M -405,349 -45%
TA
125
Tectonic Advisors
Texas
$14M +$450K +16,394 +4%

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.