Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ENTERPRISE PRODS PARTNERS L (EPD)

1K + Investors. Track Smart Money conviction in EPD. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +58
Streak
1Q ▲
Buyers last Q
56%

Smart Money Signals — EPD

Based on 1400 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added EPD than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
1,400 hedge funds hold EPD right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +4% more funds vs a year ago

fund count last 6Q
+54 new funds entered over the past year (+4% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 56% buying

638 buying495 selling
Last quarter: 638 funds bought or added vs 495 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+76 vs last Q)

new funds entering per quarter
Funds opening a new EPD position: 122 → 92 → 76 → 152. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

72% of holders stayed for 2+ years

■ 72% conviction (2yr+) ■ 16% medium ■ 12% new
1,007 out of 1,400 hedge funds have held EPD for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~152 new funds/quarter

138 → 122 → 92 → 76 → 152 new funds/Q
New funds entering each quarter: 122 → 92 → 76 → 152. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 72% of holders stayed 2+ years

■ 72% veterans ■ 11% 1-2yr ■ 18% new
Of 1,418 current holders: 1,018 (72%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 27% AUM from major funds

27% from top-100 AUM funds
32 of 1400 holders rank in the top 100 by AUM, accounting for 27% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: EPD

How many hedge funds hold EPD — quarterly history vs. share price
Quarterly hedge fund ownership of EPD vs. share price

Market Analysis: EPD

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EPD

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

115 top-rated funds 36 high-conviction
Consensus
9.0
/ 10
breadth
×
Elite
5.1
/ 10
conviction
Hedge Fund Positioning: EPD
2026 Q1 Stats Unlock in 22 days 1K + Investors

Track Smart Money conviction in EPD. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 1418 1363 4.04%
13F Shares 577M 570M 1.23%
Total Value $17.55B $18.75B -6.4%
New Positions 153 76 +77
Increased Positions 512 553 -41
Closed Positions 96 91 +5
Reduced Positions 415 402 +13
Total Calls 13 16 -18.75%
Total Puts 10 9 11.11%
PUT/CALL Ratio 0.77 0.56 Neutral

Statistics: EPD

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

1K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in EPD. Verified SEC 13F-HR filings.

Top 25 institutional holders of EPD — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Gagnon Advisors, LLC 9.46% 339,877 $12.9M
2 Fractal Investments LLC 8.23% 1,837,044 $69.5M
3 CHICKASAW CAPITAL MANAGEMENT LLC 6.42% 4,798,337 $182K
4 OUTFITTERS FINANCIAL LLC 5.87% 200,372 $7.6M
5 Cutter & CO Brokerage, Inc. 5.53% 684,113 $23.4M
6 WALNUT PRIVATE EQUITY PARTNERS, LLC 5.45% 260,978 $9.9M
7 SANDERS MORRIS HARRIS LLC 4.81% 802,160 $30.4M
8 SL ADVISORS, LLC 4.60% 71,745 $2.7M
9 GAGNON SECURITIES LLC 4.49% 514,257 $19.5M
10 Hamlin Capital Management, LLC 4.44% 4,863,306 $184.0M
11 Oxbow Advisors, LLC 4.39% 1,364,787 $51.6M
12 PENN DAVIS MCFARLAND INC 4.35% 1,175,998 $44.5M
13 TETRAD CORP 4.16% 1,100,000 $41.6M
14 R.H. Investment Group, LLC 3.96% 134,995 $5.1M
15 Northside Capital Management, LLC 3.75% 1,127,179 $42.7M
16 A. D. Beadell Investment Counsel, Inc. 3.74% 154,910 $6K
17 Birch Capital Management, LLC 3.41% 171,751 $6.5M
18 MILLER HOWARD INVESTMENTS INC /NY 3.27% 3,160,206 $119.6M
19 Pathway Financial Advisers, LLC 3.14% 293,889 $11.1M
20 Allen Mooney & Barnes Investment Advisors LLC 2.74% 503,794 $19.1M
21 U.S. Capital Wealth Advisors, LLC 2.17% 2,276,743 $86.2M
22 Cohen Capital Management, Inc. 2.17% 368,691 $14.0M
23 CHIRON CAPITAL MANAGEMENT, LLC 2.12% 54,679 $2.1M
24 C2C Wealth Management, LLC 2.12% 66,146 $2.5M
25 OAK FAMILY ADVISORS, LLC 2.10% 196,866 $7.4M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — ENTERPRISE PRODS PARTNERS L (EPD)

What does the Smart Money Trend signal show for EPD?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added EPD than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for EPD?

Slight buying edge — 56% buying: Last quarter: 638 funds bought or added vs 495 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for EPD holders?

Strong quality — 27% AUM from major funds: 32 of 1400 holders rank in the top 100 by AUM, accounting for 27% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held EPD?

72% of holders stayed for 2+ years: 1,007 out of 1,400 hedge funds have held EPD for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.