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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
WTA
1226
Washington Trust Advisors
Massachusetts
$61.3K
GCM
1227
Gables Capital Management
Florida
$58.4K
RWPA
1228
Richard W. Paul & Associates
Michigan
$58.4K
GG
1229
Gleason Group
Kentucky
$57K +$1.02K +37 +2%
MSG
1230
Main Street Group
Virginia
$56.8K +$5.08K +185 +11%
BMC
1231
Bear Mountain Capital
Washington
$56.7K
IWP
1232
IAG Wealth Partners
Wisconsin
$55.6K +$27.5K +1,000 +111%
TAM
1233
Tucker Asset Management
Colorado
$55.1K -$17.7K -646 -25%
OSNBOA
1234
Old Second National Bank of Aurora
Illinois
$53.8K
CCC
1235
Chelsea Counsel Company
California
$52.5K
SAG
1236
Spotlight Asset Group
Illinois
$51.9K -$20K -729 -29%
FFL
1237
Financial Freedom LLC
Ohio
$50.6K +$906 +33 +2%
FCAS
1238
First Command Advisory Services
Texas
$47.1K +$25.1K +913 +130%
RA
1239
Rational Advisors
New York
$46.2K
TCCM
1240
Timber Creek Capital Management
Massachusetts
$43.8K
BWAM
1241
Boyd Watterson Asset Management
Ohio
$43.2K
DCM
1242
Davis Capital Management
Florida
$42.4K
BAM
1243
Bellevue Asset Management
Washington
$40.8K +$220 +8 +0.6%
OLVIG
1244
Oliver Lagore Vanvalin Investment Group
Michigan
$39.6K -$16.3K -594 -30%
SC
1245
SouthState Corp
Florida
$38.9K -$3.4K -124 -9%
JFA
1246
JNBA Financial Advisors
Minnesota
$38.6K -$41.5K -1,513 -53%
AWM
1247
Ameliora Wealth Management
Switzerland
$37.9K
GPI
1248
General Partner Inc
Pennsylvania
$36.5K
SL
1249
Salomon & Ludwin
Virginia
$33.4K
CB
1250
Community Bank
New York
$32K -$20.6K -750 -41%

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.