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Enterprise Products Partners
EPD

Overview Fund Activity

1,312 hedge funds and large institutions have $16.1B invested in Enterprise Products Partners in 2024 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 495 increasing their positions, 356 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,312
Holders Change
-1
Holders Change %
-0.08%
% 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
0.93%
New
78
Increased
495
Reduced
356
Closed
56
Calls
$366M
Puts
$142M
Net Calls
+$224M
Net Calls Change
+$54.7M

Top Buyers

1
Invesco
1
Invesco
Georgia
$739M
2
Bank of America
2
Bank of America
North Carolina
$366M
3
Morgan Stanley
3
Morgan Stanley
New York
$654M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$383M
5
AA
5
ALPS Advisors
Colorado
$1.11B

Top Sellers

1
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$0
2
GA
2
GFS Advisors
Texas
$1.45M
3
ClearBridge Investments
3
ClearBridge Investments
New York
$290M
4
EIP
4
Energy Income Partners
Connecticut
$408M
5
Blackstone Inc
5
Blackstone Inc
New York
$647M
Name Holding Trade Value Shares
Change 		Shares
Change %
OFA
226
Oak Family Advisors
Illinois
$5.48M +$205K +7,069 +4%
CGA
227
Crescent Grove Advisors
Illinois
$5.43M +$941K +32,478 +21%
BFS
228
Bard Financial Services
Connecticut
$5.42M +$217K +7,500 +4%
SA
229
Sage Advisors
Colorado
$5.29M +$1.88K +65 +0%
Citigroup
230
Citigroup
New York
$5.25M -$15.9M -549,164 -75%
CWP
231
CFM Wealth Partners
Texas
$5.24M +$601K +20,736 +13%
BL
232
BFSG LLC
California
$5.24M +$5.24M +180,787 New
MGIA
233
Moneta Group Investment Advisors
Missouri
$5.22M -$65.1K -2,246 -1%
LW
234
Linscomb Wealth
Texas
$5.08M -$225K -7,764 -4%
AA
235
Ancora Advisors
Ohio
$5.02M +$171K +5,887 +4%
AWS
236
Atria Wealth Solutions
New York
$5.01M -$5.5M -189,696 -52%
SAM
237
Synergy Asset Management
Washington
$4.98M +$4.98M +171,876 New
WIC
238
Woodmont Investment Counsel
Tennessee
$4.97M -$273K -9,432 -5%
PHS
239
Pekin Hardy Strauss
Illinois
$4.92M +$297K +10,265 +6%
BCM
240
Birch Capital Management
Texas
$4.88M -$249K -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 -$43.5K -1,500 -0.9%
EF
244
Empowered Funds
Pennsylvania
$4.61M +$330K +11,385 +8%
Calamos Advisors
245
Calamos Advisors
Illinois
$4.58M – – –
RJT
246
Raymond James Trust
Florida
$4.56M +$109K +3,752 +2%
AAM
247
AR Asset Management
California
$4.52M – – –
CCM
248
Cullen Capital Management
New York
$4.42M +$297K +10,241 +7%
Kovitz Investment Group Partners
249
Kovitz Investment Group Partners
Illinois
$4.35M +$3.97M +136,885 +1,031%
CIC
250
Canal Insurance Company
South Carolina
$4.35M +$1.45M +50,000 +50%
8 9
10
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