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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
TFM
1301
TFC Financial Management
Massachusetts
$7.76K +$3.65K +133 +100%
SWC
1302
Spectrum Wealth Counsel
Indiana
$5.84K
DF
1303
DecisionPoint Financial
Arizona
$5.81K +$5.49K +200 New
BSB
1304
Bangor Savings Bank
Maine
$5.6K
CPA
1305
Clear Point Advisors
New York
$5.31K +$5K +182 New
MHR
1306
Matthew Hamilton Rosenberg
$5.29K
PCM
1307
Penserra Capital Management
California
$5K
CG
1308
Cutler Group
California
$5K +$3.68K +134 +244%
National Bank of Canada
1309
National Bank of Canada
Quebec, Canada
$4.61K -$351K -12,768 -99%
MIM
1310
Macroview Investment Management
Maryland
$4.38K -$19.1K -694 -82%
HWM
1311
HighMark Wealth Management
Minnesota
$3.17K +$55 +2 +2%
FUBT
1312
First United Bank & Trust
Maryland
$2.92K -$2.61K -95 -49%
DPW
1313
DiNuzzo Private Wealth
Pennsylvania
$2.92K
GPFA
1314
Game Plan Financial Advisors
Ohio
$2.92K
IRAG
1315
Investment Research & Advisory Group
Georgia
$2.86K
HFS
1316
Horizon Financial Services
North Carolina
$2.07K +$1.95K +71 New
CJ
1317
Caitlin John
Michigan
$1.66K +$27 +1 +2%
PP
1318
PFS Partners
New Jersey
$876
DWA
1319
Delos Wealth Advisors
Texas
$745 +$27 +1 +4%
SWM
1320
Sugarloaf Wealth Management
Georgia
$554 +$522 +19 New
WFA
1321
West Financial Advisors
Iowa
$409 +$384 +14 New
4FG
1322
4Thought Financial Group
New York
$4
MB
1323
Marquard & Bahls
Germany
-$586M -22,227,566 Closed
CIMLRA
1324
CBRE Investment Management Listed Real Assets
Pennsylvania
-$23.2M -881,700 Closed
GSC
1325
Grey Street Capital
Illinois
-$1.51M -57,398 Closed

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.