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Enterprise Products Partners

1,322 hedge funds and large institutions have $16.1B invested in Enterprise Products Partners in 2024 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 498 increasing their positions, 359 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more call options, than puts

Call options by funds: $366M | Put options by funds: $142M

43% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 56

39% more repeat investments, than reductions

Existing positions increased: 498 | Existing positions reduced: 359

1% more capital invested

Capital invested by funds: $16B → $16.1B (+$90.5M)

0.24% more ownership

Funds ownership: 25.31%25.55% (+0.24%)

0% more funds holding

Funds holding: 1,3201,322 (+2)

6% less funds holding in top 10

Funds holding in top 10: 6864 (-4)

Holders
1,322
Holders Change
+2
Holders Change %
+0.15%
% of All Funds
19.09%
Holding in Top 10
64
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5.88%
% of All Funds
0.92%
New
80
Increased
498
Reduced
359
Closed
56
Calls
$366M
Puts
$142M
Net Calls
+$224M
Net Calls Change
+$54.7M
Name Holding Trade Value Shares
Change
Change in
Stake
OFA
226
Oak Family Advisors
Illinois
$5.48M +$203K +7,069 +4%
CGA
227
Crescent Grove Advisors
Illinois
$5.43M +$931K +32,478 +21%
BFS
228
Bard Financial Services
Connecticut
$5.42M +$215K +7,500 +4%
SA
229
Sage Advisors
Colorado
$5.29M +$1.86K +65 +0%
Citigroup
230
Citigroup
New York
$5.25M -$15.7M -549,164 -75%
CWP
231
CFM Wealth Partners
Texas
$5.24M +$595K +20,736 +13%
BL
232
BFSG LLC
California
$5.24M +$5.18M +180,787 New
MGIA
233
Moneta Group Investment Advisors
Missouri
$5.22M -$64.4K -2,246 -1%
LW
234
Linscomb Wealth
Texas
$5.08M -$223K -7,764 -4%
AA
235
Ancora Advisors
Ohio
$5.02M +$169K +5,887 +4%
AWS
236
Atria Wealth Solutions
New York
$5.01M -$5.44M -189,696 -52%
SAM
237
Synergy Asset Management
Washington
$4.98M +$4.93M +171,876 New
WIC
238
Woodmont Investment Counsel
Tennessee
$4.97M -$270K -9,432 -5%
PHS
239
Pekin Hardy Strauss
Illinois
$4.92M +$294K +10,265 +6%
BCM
240
Birch Capital Management
Texas
$4.88M -$247K -8,609 -5%
IA
241
Icon Advisers
Colorado
$4.84M
AI
242
ArchPoint Investors
Florida
$4.78M
ADBIC
243
A.D. Beadell Investment Counsel
Wisconsin
$4.64M -$43K -1,500 -0.9%
EF
244
Empowered Funds
Pennsylvania
$4.61M +$326K +11,385 +8%
Calamos Advisors
245
Calamos Advisors
Illinois
$4.58M
RJT
246
Raymond James Trust
Florida
$4.56M +$108K +3,752 +2%
AAM
247
AR Asset Management
California
$4.51M
CCM
248
Cullen Capital Management
New York
$4.42M +$294K +10,241 +7%
Kovitz Investment Group Partners
249
Kovitz Investment Group Partners
Illinois
$4.35M +$3.92M +136,885 +1,031%
CIC
250
Canal Insurance Company
South Carolina
$4.35M +$1.43M +50,000 +50%

EPD Hedge Fund Activity: Q2 2024 in Review

1,322 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Enterprise Products Partners (EPD) for Q2 2024, worth a combined $16.1B — up 0.57% from $16B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new EPD positions and 56 closed out — a net gain of 24 holders — while 498 added to existing stakes and 359 trimmed.

The largest buyer was Invesco, adding an estimated $98.6M. The largest seller was Mirae Asset Global Investments, exiting entirely with an estimated $216M sold.

  • 1,322 institutional investors held Enterprise Products Partners (EPD) as of Q2 2024, up from 1,320 in Q1 2024.
  • Funds reported $16.1B of Enterprise Products Partners stock for Q2 2024, up 0.57% quarter-over-quarter.
  • 80 funds opened new Enterprise Products Partners positions in Q2 2024 and 56 closed out, a net change of +24 holders.
  • The largest Enterprise Products Partners buyer in Q2 2024 was Invesco, an estimated $98.6M added.
  • The largest Enterprise Products Partners seller in Q2 2024 was Mirae Asset Global Investments, an estimated $216M sold.

Based on aggregated 13F filings for Q2 2024.