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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
IC
151
Inscription Capital
Texas
$8.63M -$6.02K -225 -0.1%
Ameriprise
152
Ameriprise
Minnesota
$8.63M +$73.1K +2,733 +0.9%
First Manhattan
153
First Manhattan
New York
$8.46M +$18K +673 +0.2%
WA
154
WP Advisors
California
$8.41M +$113K +4,241 +1%
EIA
155
Edgemoor Investment Advisors
Maryland
$8.41M +$286K +10,682 +4%
BA
156
Ballast Advisors
Minnesota
$8.32M -$563K -21,057 -6%
PAG
157
Private Advisor Group
New Jersey
$8.31M +$520K +19,425 +7%
PFO
158
Pathstone Family Office
New Jersey
$8.31M +$3.79M +141,645 +87%
CW
159
Connectus Wealth
Ohio
$8.27M +$1.12M +42,043 +16%
Bank of New York Mellon
160
Bank of New York Mellon
New York
$8.23M -$141K -5,259 -2%
CAN
161
Cetera Advisor Networks
California
$8.07M +$350K +13,096 +5%
NFC
162
Northeast Financial Consultants
Connecticut
$8.02M +$1.6K +60 +0%
PCM
163
Parsons Capital Management
Rhode Island
$7.9M +$802K +30,000 +12%
BWP
164
Baldwin Wealth Partners
Massachusetts
$7.8M +$261K +9,747 +4%
SI
165
Stephens Inc
Arkansas
$7.76M +$32.4K +1,211 +0.4%
Luther King Capital Management (LKCM)
166
Luther King Capital Management (LKCM)
Texas
$7.55M -$9.41K -352 -0.1%
DDPIC
167
Deroy & Devereaux Private Investment Counsel
Michigan
$7.53M -$28.1K -1,050 -0.4%
LBA
168
Lowell Blake & Associates
Massachusetts
$7.52M +$278K +10,396 +4%
GBI
169
GP Brinson Investments
Illinois
$7.43M
Northern Trust
170
Northern Trust
Illinois
$7.38M +$252K +9,409 +4%
WC
171
Wexford Capital
Florida
$7.36M
IF
172
Insight Folios
North Carolina
$7.24M -$795K -29,729 -10%
UFG
173
United Fire Group
Iowa
$7.12M
PFA
174
Pathway Financial Advisers
Indiana
$7.05M +$6.89M +257,464 New
RIG
175
Renaissance Investment Group
Massachusetts
$7.04M -$73.2K -2,738 -1%

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.