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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
DAC
126
Dividend Assets Capital
South Carolina
$13.8M -$2.16M -78,586 -14%
CAI
127
Capital Advisors Inc
Oklahoma
$13.6M +$114K +4,149 +0.9%
NAM
128
NorthCrest Asset Manangement
Minnesota
$13.6M +$181K +6,608 +1%
MFIM
129
Mesirow Financial Investment Management
Illinois
$13M +$1.51M +54,900 +14%
DADC
130
D.A. Davidson & Co
Montana
$12.6M -$212K -7,710 -2%
Cohen & Steers
131
Cohen & Steers
New York
$11.9M -$8.71M -317,171 -44%
CCA
132
Catalyst Capital Advisors
New York
$11.6M -$342K -12,450 -3%
MC
133
Moors & Cabot
Massachusetts
$11.2M +$168K +6,101 +2%
H
134
HoyleCohen
California
$10.9M -$81.7K -2,975 -0.8%
HWA
135
Heritage Wealth Advisors
Virginia
$10.9M +$712K +25,939 +7%
GF
136
Gabelli Funds
New York
$10.8M
CCM
137
Cohen Capital Management
California
$10.8M
AC
138
AlphaCore Capital
California
$10.7M -$46.7K -1,702 -0.5%
AWS
139
Atria Wealth Solutions
New York
$10.6M +$484K +17,620 +5%
MGAM
140
McGowan Group Asset Management
Texas
$10.6M -$78.6K -2,862 -0.8%
AMBIA
141
Allen Mooney & Barnes Investment Advisors
Georgia
$10.4M +$18.6K +676 +0.2%
TF
142
Trek Financial
Arizona
$10.4M +$8.84K +322 +0.1%
CA
143
Cetera Advisors
Colorado
$10.4M +$3.68M +133,904 +61%
PCM
144
Parsons Capital Management
Rhode Island
$10M -$16.5K -600 -0.2%
GA
145
Gagnon Advisors
New York
$9.92M
DC
146
Davenport & Co
Virginia
$9.79M -$12.1K -441 -0.1%
CAN
147
Cetera Advisor Networks
California
$9.73M +$796K +29,000 +10%
SIA
148
Sovereign Investment Advisors
Arizona
$9.7M
PAG
149
Private Advisor Group
New Jersey
$9.65M +$201K +7,305 +2%
KAS
150
Kestra Advisory Services
Texas
$9.61M +$6.84M +248,975 +310%

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.