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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
AA
1
ALPS Advisors
Colorado
$1.04B +$170M +6,369,350 +20%
MB
2
Marquard & Bahls
Germany
$808M -$199M -7,440,733 -20%
Blackstone Inc
3
Blackstone Inc
New York
$633M +$66.1M +2,472,847 +12%
Goldman Sachs
4
Goldman Sachs
New York
$631M +$98M +3,663,833 +19%
BlackRock
5
BlackRock
New York
$558M -$8.32M -311,156 -2%
Neuberger Berman Group
6
Neuberger Berman Group
New York
$486M -$5.07M -189,407 -1%
Fayez Sarofim & Co
7
Fayez Sarofim & Co
Texas
$482M +$25.8M +965,493 +6%
American Century Companies
8
American Century Companies
Missouri
$474M +$57.7M +2,155,640 +14%
Morgan Stanley
9
Morgan Stanley
New York
$457M -$47.1M -1,761,282 -10%
TCA
10
Tortoise Capital Advisors
Kansas
$442M +$653K +24,415 +0.2%
EIP
11
Energy Income Partners
Connecticut
$407M +$13.8M +514,326 +4%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$382M -$29.1M -1,087,447 -7%
ClearBridge Investments
13
ClearBridge Investments
New York
$354M -$3.21M -120,069 -0.9%
KACA
14
Kayne Anderson Capital Advisors
California
$304M -$693K -25,900 -0.2%
CIBC Private Wealth Group
15
CIBC Private Wealth Group
Georgia
$296M -$38.9M -1,452,863 -12%
UBS Group
16
UBS Group
Switzerland
$293M +$6.33M +236,678 +2%
Bank of America
17
Bank of America
North Carolina
$286M -$10.1M -379,044 -4%
Invesco
18
Invesco
Georgia
$278M +$25.9M +969,199 +11%
Mirae Asset Global Investments
19
Mirae Asset Global Investments
South Korea
$264M +$35.5M +1,325,390 +16%
Ensign Peak Advisors
20
Ensign Peak Advisors
Utah
$253M
JP Morgan Chase
21
JP Morgan Chase
New York
$208M -$28M -1,047,900 -12%
Principal Financial Group
22
Principal Financial Group
Iowa
$188M -$2.58M -96,385 -1%
CCM
23
Chickasaw Capital Management
Tennessee
$153M +$23M +859,431 +18%
FCM
24
Fairholme Capital Management
Florida
$139M +$17.4M +651,000 +15%
BC
25
Brookfield Corp
Ontario, Canada
$138M +$14.5M +542,851 +12%

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.