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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
AA
1
ALPS Advisors
Colorado
$1.1B +$60.2M +2,192,403 +6%
Blackstone Inc
2
Blackstone Inc
New York
$687M +$38.2M +1,391,370 +6%
Invesco
3
Invesco
Georgia
$644M +$91.3M +3,325,520 +18%
Morgan Stanley
4
Morgan Stanley
New York
$600M -$409M -14,890,109 -42%
Goldman Sachs
5
Goldman Sachs
New York
$591M -$53.5M -1,946,980 -9%
American Century Companies
6
American Century Companies
Missouri
$566M +$7.52M +273,737 +1%
Fayez Sarofim & Co
7
Fayez Sarofim & Co
Texas
$515M +$23K +836 +0%
Neuberger Berman Group
8
Neuberger Berman Group
New York
$472M -$7.75M -282,436 -2%
EIP
9
Energy Income Partners
Connecticut
$456M +$3.92M +142,689 +0.9%
TCA
10
Tortoise Capital Advisors
Kansas
$452M +$25.9M +943,883 +6%
ClearBridge Investments
11
ClearBridge Investments
New York
$365M -$2.04M -74,303 -0.6%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$345M -$5.44M -198,010 -2%
UBS Group
13
UBS Group
Switzerland
$342M +$44.7M +1,628,540 +16%
KACA
14
Kayne Anderson Capital Advisors
California
$326M +$7.82M +284,772 +3%
Bank of America
15
Bank of America
North Carolina
$302M +$26.6M +969,149 +10%
BlackRock
16
BlackRock
New York
$289M -$194M -7,049,203 -42%
CIBC Private Wealth Group
17
CIBC Private Wealth Group
Georgia
$286M -$17M -620,484 -6%
Ensign Peak Advisors
18
Ensign Peak Advisors
Utah
$270M
Mirae Asset Global Investments
19
Mirae Asset Global Investments
South Korea
$216M -$18.6M -679,110 -7%
Principal Financial Group
20
Principal Financial Group
Iowa
$188M -$6.52M -237,542 -4%
FCM
21
Fairholme Capital Management
Florida
$159M +$6.27M +228,200 +4%
CCM
22
Chickasaw Capital Management
Tennessee
$158M -$3.4M -123,860 -2%
WRBC
23
W.R. Berkley Corp
Connecticut
$149M +$27.5M +1,000,000 +24%
WHG
24
Westwood Holdings Group
Texas
$145M +$7.41M +269,800 +6%
HCM
25
Hamlin Capital Management
New York
$144M -$161K -5,870 -0.1%

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.