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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
NFG
201
Nations Financial Group
Iowa
$5.76M +$62.6K +2,339 +1%
BIM
202
Bridgecreek Investment Management
Oklahoma
$5.76M -$53.5K -2,000 -0.9%
SAM
203
Silvercrest Asset Management
New York
$5.7M -$319K -11,910 -5%
CCP
204
Clarkston Capital Partners
Michigan
$5.65M
NA
205
NewEdge Advisors
Louisiana
$5.65M -$386K -14,421 -7%
SIC
206
Salem Investment Counselors
North Carolina
$5.63M -$3.34K -125 -0.1%
Mercer Global Advisors
207
Mercer Global Advisors
Colorado
$5.55M -$12.7M -473,637 -70%
OF
208
Outfitter Financial
Maine
$5.48M
BCM
209
Bourgeon Capital Management
Connecticut
$5.44M +$6.82K +255 +0.1%
BIM
210
Baldwin Investment Management
Pennsylvania
$5.4M -$94.3K -3,525 -2%
AC
211
Annandale Capital
Texas
$5.37M +$292K +10,930 +6%
SFM
212
Soros Fund Management
New York
$5.2M
KIA
213
Knollwood Investment Advisory
Maryland
$5.2M
JHCP
214
Jackson Hole Capital Partners
Oklahoma
$5.14M +$243K +9,082 +5%
TBA
215
Tower Bridge Advisors
Pennsylvania
$5.1M -$39.6K -1,480 -0.8%
AA
216
Ancora Advisors
Ohio
$5.09M -$405K -15,146 -8%
BFS
217
Bard Financial Services
Connecticut
$5.05M +$33.4K +1,250 +0.7%
FGAM
218
Financial Gravity Asset Management
Texas
$5M +$47.2K +1,765 New
RJT
219
Raymond James Trust
Florida
$4.99M +$436K +16,284 +10%
SC
220
Savant Capital
Illinois
$4.96M +$22.1K +825 +0.5%
PMG
221
ProVise Management Group
Florida
$4.94M -$71.7K -2,681 -1%
FWIA
222
Fort Washington Investment Advisors
Ohio
$4.89M +$2.36M +88,100 +97%
Brown Advisory
223
Brown Advisory
Maryland
$4.89M +$373K +13,956 +8%
EWM
224
Evercore Wealth Management
New York
$4.86M -$18.4K -687 -0.4%
BCM
225
Birch Capital Management
Texas
$4.85M +$259K +9,693 +6%

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.