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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
OLA
151
Oliver Luxxe Assets
New Jersey
$9.45M
FCM
152
Fogel Capital Management
Florida
$9.42M +$19.5K +710 +0.2%
Cerity Partners
153
Cerity Partners
New York
$9.42M +$913K +33,262 +11%
CIA
154
Choate Investment Advisors
Massachusetts
$9.41M -$989K -36,017 -10%
WA
155
WP Advisors
California
$9.4M +$221K +8,031 +3%
First Manhattan
156
First Manhattan
New York
$9.26M -$27.5K -1,000 -0.3%
MIS
157
Morningstar Investment Services
Illinois
$9.19M -$9.75M -355,049 -53%
EIA
158
Edgemoor Investment Advisors
Maryland
$9.13M +$205K +7,480 +2%
BA
159
Ballast Advisors
Minnesota
$8.96M +$220K +8,019 +3%
Ameriprise
160
Ameriprise
Minnesota
$8.88M -$38.2K -1,392 -0.5%
Bank of New York Mellon
161
Bank of New York Mellon
New York
$8.49M -$415K -15,100 -5%
NFC
162
Northeast Financial Consultants
Connecticut
$8.49M -$54.9K -2,000 -0.7%
CIG
163
Cullen Investment Group
Louisiana
$8.47M -$41.4K -1,508 -0.5%
CW
164
Connectus Wealth
Ohio
$8.46M -$90.1K -3,283 -1%
Pathstone Holdings
165
Pathstone Holdings
New Jersey
$8.45M -$359K -13,085 -4%
DIM
166
Delta Investment Management
California
$8.35M +$242K +8,830 +3%
ICM
167
Invenomic Capital Management
Massachusetts
$8.33M +$7.83M +285,357 New
Mercer Global Advisors
168
Mercer Global Advisors
Colorado
$8.26M +$970K +35,330 +14%
AM
169
Account Management
Massachusetts
$8.24M +$110K +4,000 +1%
DDPIC
170
Deroy & Devereaux Private Investment Counsel
Michigan
$8.08M +$118K +4,300 +2%
ASN
171
Advisory Services Network
Georgia
$8.01M +$615K +22,398 +9%
PFS
172
Prospera Financial Services
Texas
$8M +$551K +20,072 +8%
BWP
173
Baldwin Wealth Partners
Massachusetts
$7.91M -$4.12K -150 -0.1%
SSWM
174
Sheets Smith Wealth Management
North Carolina
$7.86M +$686K +25,000 +10%
SI
175
Stephens Inc
Arkansas
$7.85M -$486K -17,707 -6%

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.