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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
CT
1276
Colonial Trust
South Carolina
$20.3K
SIC
1277
SJS Investment Consulting
Ohio
$20K +$55 +2 +0.3%
CA
1278
Centerpoint Advisors
Massachusetts
$20K
SHIM
1279
Stone House Investment Management
Pennsylvania
$18.1K +$275 +10 +2%
MSFP
1280
Mark Sheptoff Financial Planning
Connecticut
$18.1K
DWM
1281
Dogwood Wealth Management
Kansas
$17.3K +$302 +11 +2%
SFA
1282
Semmax Financial Advisors
North Carolina
$17K -$412 -15 -3%
HC
1283
Hoese & Co
Minnesota
$16.5K
NC
1284
NewSquare Capital
Pennsylvania
$16.4K -$5.49K -200 -26%
CB
1285
CNB Bank
Pennsylvania
$16.4K
APC
1286
Aspire Private Capital
North Carolina
$14.5K
BBPWM
1287
Blue Bell Private Wealth Management
Pennsylvania
$14.1K -$11K -400 -45%
TFGT
1288
TS Financial Group (TSFG)
Illinois
$14K -$48.1K -1,752 -79%
DCP
1289
Distillate Capital Partners
Illinois
$14K +$13.2K +479 New
GEA
1290
Glen Eagle Advisors
New Jersey
$14K +$1.1K +40 +9%
SSG
1291
Summit Securities Group
New York
$12K -$1.16M -42,200 -99%
NF
1292
Norwood Financial
Pennsylvania
$11.5K
TFIAP
1293
Towarzystwo Funduszy Inwestycyjnych Allianz Polska
Poland
$11.1K +$10.4K +380 New
Canada Life
1294
Canada Life
Manitoba, Canada
$10K +$7K +255 +250%
T
1295
Tidemark
California
$9.63K
PPC
1296
Park Place Capital
Alabama
$9.17K
RMC
1297
Resources Management Corp
Connecticut
$9K
BCA
1298
Bray Capital Advisors
Florida
$8.75K
PPWM
1299
PFG Private Wealth Management
Florida
$8.75K
SJIM
1300
St. Johns Investment Management
Florida
$8.52K

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.