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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
WC
176
Wexford Capital
Florida
$7.85M
HAI
177
Hennessy Advisors Inc
California
$7.77M
IF
178
Insight Folios
North Carolina
$7.61M -$354K -12,908 -5%
PFA
179
Pathway Financial Advisers
Indiana
$7.59M -$12.4K -452 -0.2%
NC
180
NBW Capital
Massachusetts
$7.5M +$172K +6,271 +3%
AFG
181
American Financial Group
Ohio
$7.44M
SOAMC
182
Spirit of America Management Corp
New York
$7.41M -$254K -9,250 -4%
RIG
183
Renaissance Investment Group
Massachusetts
$7.36M -$80.7K -2,938 -1%
SVWAG
184
Sound View Wealth Advisors Group
Georgia
$7.25M +$19.2K +700 +0.3%
SWM
185
Segment Wealth Management
Texas
$7.14M -$54K -1,967 -0.8%
AAA
186
Adams Asset Advisors
Texas
$7.13M
NA
187
NewEdge Advisors
Louisiana
$7.12M +$572K +20,835 +9%
CCM
188
Chilton Capital Management
Texas
$7.11M -$47.5K -1,731 -0.7%
SPIA
189
Steward Partners Investment Advisory
New York
$7.05M +$731K +26,614 +12%
Luther King Capital Management (LKCM)
190
Luther King Capital Management (LKCM)
Texas
$6.98M -$410K -14,937 -6%
HSBC Holdings
191
HSBC Holdings
United Kingdom
$6.78M -$2.43M -88,370 -28%
RIL
192
Rothschild Investment LLC
Illinois
$6.63M -$219K -7,990 -3%
RRAM
193
River Road Asset Management
Kentucky
$6.62M -$4.83M -175,895 -44%
EWM
194
Evercore Wealth Management
New York
$6.4M -$526K -19,157 -8%
BFS
195
Bradley Foster & Sargent
Connecticut
$6.39M +$13.7K +500 +0.2%
HJGA
196
Hardman Johnston Global Advisors
Connecticut
$6.36M
NFG
197
Nations Financial Group
Iowa
$6.24M -$24.1K -878 -0.4%
HIP
198
HUB Investment Partners
Texas
$6.23M +$95.9K +3,494 +2%
MIM
199
Morningstar Investment Management
Illinois
$6.21M
Northern Trust
200
Northern Trust
Illinois
$6.2M -$281K -10,217 -5%

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.