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Enterprise Products Partners

1,182 hedge funds and large institutions have $15.2B invested in Enterprise Products Partners in 2023 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 431 increasing their positions, 332 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more call options, than puts

Call options by funds: $316M | Put options by funds: $141M

38% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 74

30% more repeat investments, than reductions

Existing positions increased: 431 | Existing positions reduced: 332

8% more funds holding in top 10

Funds holding in top 10: 6570 (+5)

6% more capital invested

Capital invested by funds: $14.3B → $15.2B (+$868M)

1% more funds holding

Funds holding: 1,1741,182 (+8)

0.14% more ownership

Funds ownership: 26.22%26.36% (+0.14%)

Holders
1,182
Holders Change
+8
Holders Change %
+0.68%
% of All Funds
18.84%
Holding in Top 10
70
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+7.69%
% of All Funds
1.12%
New
102
Increased
431
Reduced
332
Closed
74
Calls
$316M
Puts
$141M
Net Calls
+$175M
Net Calls Change
+$39.5M
Name Holding Trade Value Shares
Change
Change in
Stake
MB
1
Marquard & Bahls
Germany
$957M
AA
2
ALPS Advisors
Colorado
$837M +$111M +4,333,552 +15%
BlackRock
3
BlackRock
New York
$641M +$8.87M +345,341 +1%
CIBC Private Wealth Group
4
CIBC Private Wealth Group
Georgia
$561M -$18.1M -705,265 -6%
Goldman Sachs
5
Goldman Sachs
New York
$520M +$83.5M +3,251,466 +19%
Morgan Stanley
6
Morgan Stanley
New York
$519M -$18.4M -716,221 -3%
Neuberger Berman Group
7
Neuberger Berman Group
New York
$472M -$12.4M -483,473 -3%
Blackstone Inc
8
Blackstone Inc
New York
$471M -$194M -7,550,542 -29%
Fayez Sarofim & Co
9
Fayez Sarofim & Co
Texas
$429M +$15.5M +603,827 +4%
EIP
10
Energy Income Partners
Connecticut
$391M -$16.5M -640,441 -4%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$378M +$25.8M +1,004,991 +7%
American Century Companies
12
American Century Companies
Missouri
$373M -$20M -777,469 -5%
ClearBridge Investments
13
ClearBridge Investments
New York
$342M +$20.4M +793,921 +6%
UBS Group
14
UBS Group
Switzerland
$335M +$8.12M +316,203 +3%
TCA
15
Tortoise Capital Advisors
Kansas
$320M +$30.5M +1,185,492 +11%
Bank of America
16
Bank of America
North Carolina
$312M +$48.8M +1,898,306 +19%
KACA
17
Kayne Anderson Capital Advisors
California
$292M +$10.1M +394,500 +4%
Ensign Peak Advisors
18
Ensign Peak Advisors
Utah
$240M
JP Morgan Chase
19
JP Morgan Chase
New York
$232M +$78.1M +3,039,800 +51%
Mirae Asset Global Investments
20
Mirae Asset Global Investments
South Korea
$219M -$10.7M -417,592 -5%
Principal Financial Group
21
Principal Financial Group
Iowa
$211M -$307K -11,939 -0.1%
Invesco
22
Invesco
Georgia
$209M -$7.5M -291,822 -3%
WHG
23
Westwood Holdings Group
Texas
$155M +$9.74M +379,295 +7%
CCM
24
Chickasaw Capital Management
Tennessee
$131M +$1.12M +43,556 +0.9%
HCM
25
Hamlin Capital Management
New York
$128M -$2.83M -110,086 -2%

EPD Hedge Fund Activity: Q1 2023 in Review

1,182 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Enterprise Products Partners (EPD) for Q1 2023, worth a combined $15.2B — up 6.1% from $14.3B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new EPD positions and 74 closed out — a net gain of 28 holders — while 431 added to existing stakes and 332 trimmed.

The largest buyer was ALPS Advisors, adding an estimated $111M. The largest seller was Blackstone Inc, cutting an estimated $194M.

  • 1,182 institutional investors held Enterprise Products Partners (EPD) as of Q1 2023, up from 1,174 in Q4 2022.
  • Funds reported $15.2B of Enterprise Products Partners stock for Q1 2023, up 6.1% quarter-over-quarter.
  • 102 funds opened new Enterprise Products Partners positions in Q1 2023 and 74 closed out, a net change of +28 holders.
  • The largest Enterprise Products Partners buyer in Q1 2023 was ALPS Advisors, an estimated $111M added.
  • The largest Enterprise Products Partners seller in Q1 2023 was Blackstone Inc, an estimated $194M sold.

Based on aggregated 13F filings for Q1 2023.