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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
CSI
1251
Cross Staff Investments
New York
-$203K -7,703 Closed
AC
1252
Asio Capital
Kentucky
-$203K -7,700 Closed
WAM
1253
Worth Asset Management
Texas
-$182K -6,900 Closed
RI
1254
Ridgewood Investments
New Jersey
-$151K -5,740 Closed
ODG
1255
O'Dell Group
Ohio
-$123K -4,657 Closed
PI
1256
PEAK6 Investments
Illinois
-$114K -4,272 Closed
Citadel Advisors
1257
Citadel Advisors
Florida
-$111K -4,166 Closed
PIAS
1258
PCA Investment Advisory Services
Ohio
-$101K -3,836 Closed
VCM
1259
Versant Capital Management
Arizona
-$63.2K -2,400 Closed
WP
1260
WealthPLAN Partners
Nebraska
-$48.8K -1,852 Closed
CWA
1261
Clearview Wealth Advisors
Oregon
-$40.5K -1,538 Closed
DI
1262
Disciplined Investments
Oklahoma
-$27.4K -1,038 Closed
FBC
1263
Fairfield, Bush & Co
Connecticut
-$26.1K -990 Closed
2L
1264
25 LLC
Missouri
-$23.1K -863 Closed
CWC
1265
Carolinas Wealth Consulting
North Carolina
-$14.6K -553 Closed
FCG
1266
Financial Connections Group
California
-$9K -354 Closed
FA
1267
Fiduciary Alliance
South Carolina
-$6.25K -237 Closed
WIM
1268
WealthPlan Investment Management
Nebraska
-$5.27K -200 Closed
TCM
1269
Tradewinds Capital Management
Washington
-$2.63K -100 Closed
TCA
1270
Trifecta Capital Advisors
Illinois
-$1.66K -63 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.