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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
FLPIM
1351
F.L. Putnam Investment Management
Massachusetts
-$223K -8,445 Closed
SL
1352
SFM LLC
New Hampshire
-$214K -8,140 Closed
Koshinski Asset Management
1353
Koshinski Asset Management
Illinois
-$210K -7,973 Closed
LA
1354
LM Advisors
California
-$154K -5,855 Closed
ODG
1355
O'Dell Group
Ohio
-$123K -4,657 Closed
CMP
1356
Coston McIsaac & Partners
Maine
-$115K -4,385 Closed
FWM
1357
Focused Wealth Management
New York
-$99.4K -3,771 Closed
TVAMP
1358
Tennessee Valley Asset Management Partners
Tennessee
-$85.4K -3,241 Closed
SOW
1359
State of Wyoming
Wyoming
-$83.7K -3,176 Closed
MSWM
1360
McGlone Suttner Wealth Management
Wisconsin
-$69.6K -2,642 Closed
AIMA
1361
Ables Iannone Moore & Associates
Georgia
-$52.7K -2,000 Closed
LFA
1362
Livelsberger Financial Advisory
Ohio
-$48.6K -1,843 Closed
GFPC
1363
Global Financial Private Client
Florida
-$30.5K -1,159 Closed
FBC
1364
Fairfield, Bush & Co
Connecticut
-$26.1K -990 Closed
PS
1365
Planned Solutions
California
-$21.8K -828 Closed
VWM
1366
Valley Wealth Managers
New Jersey
-$20.4K -775 Closed
SA
1367
Scarborough Advisors
Maryland
-$18.7K -710 Closed
PA
1368
Pineridge Advisors
Missouri
-$16.2K -614 Closed
GWMIA
1369
Global Wealth Management Investment Advisory
Florida
-$15.8K -600 Closed
RIM
1370
Rockbridge Investment Management
New York
-$11.9K -450 Closed
VF
1371
VitalStone Financial
Texas
-$12K -443 Closed
TF
1372
Tompkins Financial
New York
-$10.5K -400 Closed
FCG
1373
Financial Connections Group
California
-$9K -368 Closed
BWM
1374
BKM Wealth Management
Wisconsin
-$7.91K -300 Closed
RDFA
1375
Ritter Daniher Financial Advisory
Ohio
-$5.93K -225 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.