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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
FC
1326
FORA Capital
Florida
-$1.48M -56,215 Closed
DS
1327
DRW Securities
Illinois
-$1.43M -54,432 Closed
PMAM
1328
Penn Mutual Asset Management
Pennsylvania
-$1.26M -47,663 Closed
Artisan Partners
1329
Artisan Partners
Wisconsin
-$1.21M -46,061 Closed
FC
1330
Fore Capital
New York
-$1.05M -40,000 Closed
CQS
1331
Credential Qtrade Securities
-$752K -28,540 Closed
YAL
1332
Your Advocates Ltd
Texas
-$604K -22,906 Closed
CG
1333
Caprock Group
Idaho
-$581K -22,042 Closed
GLLW
1334
Graves Light Lenhart Wealth
Virginia
-$557K -21,140 Closed
ARC
1335
Advisor Resource Council
Texas
-$535K -20,307 Closed
BCM
1336
Bluefin Capital Management
New York
-$461K -17,600 Closed
MHS
1337
M Holdings Securities
Oregon
-$454K -17,218 Closed
CWP
1338
Curated Wealth Partners
California
-$458K -16,670 Closed
TFS
1339
Thoroughbred Financial Services
Tennessee
-$392K -14,911 Closed
Lazard Asset Management
1340
Lazard Asset Management
New York
-$385K -14,631 Closed
CIM
1341
Chiron Investment Management
New York
-$317K -12,048 Closed
SG
1342
Somerset Group
Minnesota
-$316K -12,000 Closed
XT
1343
XTX Topco
Cayman Islands
-$294K -11,143 Closed
EW
1344
Enzi Wealth
Texas
-$260K -9,868 Closed
SIA
1345
Soltis Investment Advisors
Utah
-$260K -9,860 Closed
GPA
1346
Guerra Pan Advisors
New Jersey
-$250K -9,500 Closed
GWS
1347
Glassman Wealth Services
Virginia
-$250K -9,487 Closed
WI
1348
Wintrust Investments
Illinois
-$244K -9,270 Closed
WAM
1349
Weatherly Asset Management
California
-$241K -9,150 Closed
FA
1350
FDx Advisors
Illinois
-$239K -9,065 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.