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Enterprise Products Partners

1,282 hedge funds and large institutions have $15.4B invested in Enterprise Products Partners in 2023 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 450 increasing their positions, 365 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more first-time investments, than exits

New positions opened: 143 | Existing positions closed: 58

67% more call options, than puts

Call options by funds: $309M | Put options by funds: $184M

23% more repeat investments, than reductions

Existing positions increased: 450 | Existing positions reduced: 365

5% more funds holding

Funds holding: 1,2171,282 (+65)

0.38% more ownership

Funds ownership: 26.58%26.96% (+0.38%)

2% less capital invested

Capital invested by funds: $15.8B → $15.4B (-$377M)

8% less funds holding in top 10

Funds holding in top 10: 7165 (-6)

Holders
1,282
Holders Change
+65
Holders Change %
+5.34%
% of All Funds
18.69%
Holding in Top 10
65
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-8.45%
% of All Funds
0.95%
New
143
Increased
450
Reduced
365
Closed
58
Calls
$309M
Puts
$184M
Net Calls
+$124M
Net Calls Change
-$51.3M
Name Holding Trade Value Shares
Change
Change in
Stake
GEA
1251
Glen Eagle Advisors
New Jersey
$11.6K +$107 +4 +0.9%
TF
1252
Tompkins Financial
New York
$10.5K
NF
1253
Norwood Financial
Pennsylvania
$10.4K
FCG
1254
Financial Connections Group
California
$9K +$9.8K +368 New
PPC
1255
Park Place Capital
Alabama
$8.8K
T
1256
Tidemark
California
$8.7K +$8.79K +330 New
RMC
1257
Resources Management Corp
Connecticut
$8K
BCA
1258
Bray Capital Advisors
Florida
$7.91K
PPWM
1259
PFG Private Wealth Management
Florida
$7.91K
BWM
1260
BKM Wealth Management
Wisconsin
$7.91K +$7.99K +300 New
SJIM
1261
St. Johns Investment Management
Florida
$7.69K
BCMLT
1262
Beacon Capital Management LLC (Tennessee)
Tennessee
$6.96K +$107 +4 +2%
RDFA
1263
Ritter Daniher Financial Advisory
Ohio
$5.93K
BL
1264
BFSG LLC
California
$5.55K +$5.62K +211 New
FWA
1265
FSC Wealth Advisors
New York
$5.27K +$5.33K +200 New
RA
1266
Rise Advisors
New York
$5.27K +$5.33K +200 New
SWC
1267
Spectrum Wealth Counsel
Indiana
$5.27K +$5.33K +200 New
FUBT
1268
First United Bank & Trust
Maryland
$5.14K +$5.2K +195 New
BSB
1269
Bangor Savings Bank
Maine
$5.06K
MHR
1270
Matthew Hamilton Rosenberg
$4.74K +$4.8K +180 New
PCM
1271
Penserra Capital Management
California
$4K
TFM
1272
TFC Financial Management
Massachusetts
$3.5K -$7.11K -267 -67%
Canada Life
1273
Canada Life
Manitoba, Canada
$3K +$2.72K +102 New
HWM
1274
HighMark Wealth Management
Minnesota
$2.81K +$53 +2 +2%
DPW
1275
DiNuzzo Private Wealth
Pennsylvania
$2.63K +$2.66K +100 New

EPD Hedge Fund Activity: Q4 2023 in Review

1,282 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Enterprise Products Partners (EPD) for Q4 2023, worth a combined $15.4B — down 2.4% from $15.8B a quarter earlier.

Buyers outnumbered sellers: 143 funds opened new EPD positions and 58 closed out — a net gain of 85 holders — while 450 added to existing stakes and 365 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $500M. The largest seller was Marquard & Bahls, cutting an estimated $194M.

  • 1,282 institutional investors held Enterprise Products Partners (EPD) as of Q4 2023, up from 1,217 in Q3 2023.
  • Funds reported $15.4B of Enterprise Products Partners stock for Q4 2023, down 2.4% quarter-over-quarter.
  • 143 funds opened new Enterprise Products Partners positions in Q4 2023 and 58 closed out, a net change of +85 holders.
  • The largest Enterprise Products Partners buyer in Q4 2023 was Morgan Stanley, an estimated $500M added.
  • The largest Enterprise Products Partners seller in Q4 2023 was Marquard & Bahls, an estimated $194M sold.

Based on aggregated 13F filings for Q4 2023.