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Enterprise Products Partners

1,217 hedge funds and large institutions have $15.8B invested in Enterprise Products Partners in 2023 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 460 increasing their positions, 333 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more call options, than puts

Call options by funds: $343M | Put options by funds: $167M

58% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 52

38% more repeat investments, than reductions

Existing positions increased: 460 | Existing positions reduced: 333

5% more capital invested

Capital invested by funds: $15B → $15.8B (+$804M)

1% more funds holding in top 10

Funds holding in top 10: 7071 (+1)

1% more funds holding

Funds holding: 1,2071,217 (+10)

0.41% more ownership

Funds ownership: 26.17%26.58% (+0.41%)

Holders
1,217
Holders Change
+10
Holders Change %
+0.83%
% of All Funds
19.31%
Holding in Top 10
71
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.43%
% of All Funds
1.13%
New
82
Increased
460
Reduced
333
Closed
52
Calls
$343M
Puts
$167M
Net Calls
+$176M
Net Calls Change
+$53.7M
Name Holding Trade Value Shares
Change
Change in
Stake
TA
126
Tectonic Advisors
Texas
$12.2M +$487K +18,211 +4%
IWP
127
Icon Wealth Partners
Texas
$12.1M -$1.31M -48,866 -10%
DADC
128
D.A. Davidson & Co
Montana
$11.8M +$147K +5,492 +1%
RRAM
129
River Road Asset Management
Kentucky
$11.3M +$866K +32,390 +8%
CCA
130
Catalyst Capital Advisors
New York
$11.1M +$243K +9,075 +2%
MC
131
Moors & Cabot
Massachusetts
$10.4M +$71.8K +2,685 +0.7%
H
132
HoyleCohen
California
$10.3M +$128K +4,767 +1%
AWS
133
Atria Wealth Solutions
New York
$10.2M -$346K -12,945 -3%
GF
134
Gabelli Funds
New York
$10.1M -$29.4K -1,101 -0.3%
CCM
135
Cohen Capital Management
California
$10.1M
AWM
136
AE Wealth Management
Kansas
$10.1M +$7.2K +269 +0.1%
AC
137
AlphaCore Capital
California
$10.1M +$172K +6,425 +2%
MGAM
138
McGowan Group Asset Management
Texas
$10M +$12.8K +479 +0.1%
NC
139
NBW Capital
Massachusetts
$9.9M +$453K +16,919 +5%
OCM
140
Osterweis Capital Management
California
$9.86M -$133K -4,968 -1%
HWA
141
Heritage Wealth Advisors
Virginia
$9.58M -$2.06K -77 -0%
AMBIA
142
Allen Mooney & Barnes Investment Advisors
Georgia
$9.53M +$587K +21,942 +7%
TF
143
Trek Financial
Arizona
$9.38M -$46.8K -1,748 -0.5%
GA
144
Gagnon Advisors
New York
$9.3M
CA
145
Cetera Advisors
Colorado
$9.28M -$3.52M -131,549 -28%
UCFA
146
United Capital Financial Advisors
Texas
$9.28M -$624K -23,323 -6%
SIA
147
Sovereign Investment Advisors
Arizona
$9.1M
OLA
148
Oliver Luxxe Assets
New Jersey
$8.86M
SAM
149
Synergy Asset Management
Washington
$8.79M +$1.39M +52,143 +19%
DC
150
Davenport & Co
Virginia
$8.76M +$60.2K +2,251 +0.7%

EPD Hedge Fund Activity: Q3 2023 in Review

1,217 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Enterprise Products Partners (EPD) for Q3 2023, worth a combined $15.8B — up 5.4% from $15B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new EPD positions and 52 closed out — a net gain of 30 holders — while 460 added to existing stakes and 333 trimmed.

The largest buyer was ALPS Advisors, adding an estimated $170M. The largest seller was Marquard & Bahls, cutting an estimated $199M.

  • 1,217 institutional investors held Enterprise Products Partners (EPD) as of Q3 2023, up from 1,207 in Q2 2023.
  • Funds reported $15.8B of Enterprise Products Partners stock for Q3 2023, up 5.4% quarter-over-quarter.
  • 82 funds opened new Enterprise Products Partners positions in Q3 2023 and 52 closed out, a net change of +30 holders.
  • The largest Enterprise Products Partners buyer in Q3 2023 was ALPS Advisors, an estimated $170M added.
  • The largest Enterprise Products Partners seller in Q3 2023 was Marquard & Bahls, an estimated $199M sold.

Based on aggregated 13F filings for Q3 2023.