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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
AFG
176
American Financial Group
Ohio
$6.98M +$120K +4,500 +2%
HBWM
177
Hollow Brook Wealth Management
New York
$6.91M +$10.6K +397 +0.2%
DIM
178
Delta Investment Management
California
$6.89M +$162K +6,067 +2%
SVWAG
179
Sound View Wealth Advisors Group
Georgia
$6.85M +$42.8K +1,600 +0.6%
TFA
180
Teamwork Financial Advisors
Texas
$6.83M -$26.7K -999 -0.4%
SWM
181
Segment Wealth Management
Texas
$6.75M +$963 +36 +0%
CCM
182
Chilton Capital Management
Texas
$6.75M -$229K -8,570 -3%
HSBC Holdings
183
HSBC Holdings
United Kingdom
$6.74M -$1.75M -65,411 -21%
AM
184
Account Management
Massachusetts
$6.7M +$116K +4,350 +2%
ASN
185
Advisory Services Network
Georgia
$6.7M +$943K +35,267 +17%
AAA
186
Adams Asset Advisors
Texas
$6.66M +$614K +22,945 +10%
RIL
187
Rothschild Investment LLC
Illinois
$6.59M +$58.8K +2,198 +0.9%
SSWM
188
Sheets Smith Wealth Management
North Carolina
$6.5M -$81.2K -3,035 -1%
MIS
189
Morningstar Investment Services
Illinois
$6.47M +$18K +672 +0.3%
WIC
190
Woodmont Investment Counsel
Tennessee
$6.18M -$715K -26,742 -11%
SPIA
191
Steward Partners Investment Advisory
New York
$6.17M +$77.8K +2,910 +1%
GHAM
192
Gilman Hill Asset Management
Connecticut
$6.13M -$88.6K -3,312 -1%
HAI
193
Hennessy Advisors Inc
California
$6.06M +$305K +11,400 +5%
HJGA
194
Hardman Johnston Global Advisors
Connecticut
$5.99M
Cetera Investment Advisers
195
Cetera Investment Advisers
Illinois
$5.94M -$674K -25,215 -10%
BFS
196
Bradley Foster & Sargent
Connecticut
$5.92M
AHC
197
Adell Harriman & Carpenter
Texas
$5.89M +$688K +25,723 +14%
MIM
198
Morningstar Investment Management
Illinois
$5.85M +$10.3K +385 +0.2%
LIM
199
Loudon Investment Management
New Hampshire
$5.82M -$18.7K -700 -0.3%
RCP
200
Rothschild Capital Partners
New York
$5.79M

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.