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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
SPW
1226
Surience Private Wealth
Washington
-$2.62M -99,354 Closed
DCM
1227
Difesa Capital Management
New York
-$2.03M -77,030 Closed
ONB
1228
Old National Bancorp
Indiana
-$1.98M -75,330 Closed
BI
1229
Bramshill Investments
Florida
-$1.69M -64,000 Closed
ZIG
1230
Zurich Insurance Group
Switzerland
-$1.5M -56,900 Closed
NWM
1231
NEIRG Wealth Management
Massachusetts
-$1.01M -38,254 Closed
HF
1232
HRT Financial
New York
-$953K -36,198 Closed
FPA
1233
First Pacific Advisors
California
-$590K -22,400 Closed
Group One Trading
1234
Group One Trading
Illinois
-$583K -21,783 Closed
BMCM
1235
Burns Matteson Capital Management
New York
-$563K -21,382 Closed
SI
1236
Saxon Interests
Texas
-$546K -20,706 Closed
MFG
1237
MidWestOne Financial Group
Iowa
-$445K -16,904 Closed
KC
1238
Kingfisher Capital
North Carolina
-$406K -15,414 Closed
PAS
1239
Park Avenue Securities
New York
-$381K -14,445 Closed
MPI
1240
Mairs & Power Inc
Minnesota
-$324K -12,310 Closed
LWM
1241
Laidlaw Wealth Management
New York
-$313K -11,860 Closed
PPP
1242
Private Portfolio Partners
New Jersey
-$305K -11,569 Closed
CM
1243
CoreCommodity Management
Connecticut
-$286K -10,850 Closed
PWMAG
1244
Pinnacle Wealth Management Advisory Group
New Jersey
-$281K -10,651 Closed
KAS
1245
Kestra Advisory Services
Texas
-$275K -10,441 Closed
CG
1246
Cynosure Group
Utah
-$268K -10,160 Closed
KFA
1247
Kelleher Financial Advisors
New York
-$237K -9,004 Closed
RFWA
1248
RPg Family Wealth Advisory
Massachusetts
-$234K -8,875 Closed
KWA
1249
Kingswood Wealth Advisors
California
-$225K -8,524 Closed
CWS
1250
Cypress Wealth Services
California
-$208K -7,791 Closed

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.