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Enterprise Products Partners

1,355 hedge funds and large institutions have $16.2B invested in Enterprise Products Partners in 2024 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 530 increasing their positions, 373 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 47

92% more call options, than puts

Call options by funds: $347M | Put options by funds: $180M

42% more repeat investments, than reductions

Existing positions increased: 530 | Existing positions reduced: 373

2% more funds holding

Funds holding: 1,3221,355 (+33)

1% more capital invested

Capital invested by funds: $16.1B → $16.2B (+$90.5M)

0.43% more ownership

Funds ownership: 25.55%25.98% (+0.43%)

9% less funds holding in top 10

Funds holding in top 10: 6458 (-6)

Holders
1,355
Holders Change
+33
Holders Change %
+2.5%
% of All Funds
19.46%
Holding in Top 10
58
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-9.38%
% of All Funds
0.83%
New
100
Increased
530
Reduced
373
Closed
47
Calls
$347M
Puts
$180M
Net Calls
+$167M
Net Calls Change
-$57.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BL
226
BFSG LLC
California
$5.19M -$69.8K -2,389 -1%
AWS
227
Atria Wealth Solutions
New York
$5.19M +$158K +5,423 +3%
AC
228
Annandale Capital
Texas
$5.15M -$588K -20,138 -10%
Boston Partners
229
Boston Partners
Massachusetts
$5.15M +$5.16M +176,827 New
BFS
230
Bard Financial Services
Connecticut
$5.12M -$329K -11,250 -6%
MGIA
231
Moneta Group Investment Advisors
Missouri
$5.05M -$193K -6,599 -4%
LW
232
Linscomb Wealth
Texas
$5.05M -$51.8K -1,773 -1%
SWP
233
Stratos Wealth Partners
Ohio
$5.02M +$1.29M +44,091 +34%
PHS
234
Pekin Hardy Strauss
Illinois
$5M +$55.5K +1,900 +1%
AA
235
Ancora Advisors
Ohio
$4.92M -$126K -4,318 -2%
RJT
236
Raymond James Trust
Florida
$4.9M +$319K +10,935 +7%
BCM
237
Birch Capital Management
Texas
$4.89M -$9.11K -312 -0.2%
IA
238
Icon Advisers
Colorado
$4.86M
AI
239
ArchPoint Investors
Florida
$4.8M
ADBIC
240
A.D. Beadell Investment Counsel
Wisconsin
$4.65M -$9.49K -325 -0.2%
Kovitz Investment Group Partners
241
Kovitz Investment Group Partners
Illinois
$4.63M +$264K +9,043 +6%
Franklin Resources
242
Franklin Resources
California
$4.63M +$638K +21,834 +16%
SC
243
Scotia Capital
Ontario, Canada
$4.61M +$4.63M +158,386 New
Calamos Advisors
244
Calamos Advisors
Illinois
$4.6M
AAM
245
AR Asset Management
California
$4.54M
CGA
246
Crescent Grove Advisors
Illinois
$4.45M -$1.01M -34,474 -18%
SCA
247
Snowden Capital Advisors
New York
$4.39M +$328K +11,230 +8%
CIC
248
Canal Insurance Company
South Carolina
$4.37M
WIC
249
Woodmont Investment Counsel
Tennessee
$4.34M -$658K -22,534 -13%
POIA
250
Pin Oak Investment Advisors
Texas
$4.32M +$87.9K +3,010 +2%

EPD Hedge Fund Activity: Q3 2024 in Review

1,355 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Enterprise Products Partners (EPD) for Q3 2024, worth a combined $16.2B — up 0.56% from $16.1B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new EPD positions and 47 closed out — a net gain of 53 holders — while 530 added to existing stakes and 373 trimmed.

The largest buyer was Pathway Financial Advisers, adding an estimated $219M. The largest seller was Blackstone Inc, cutting an estimated $157M.

  • 1,355 institutional investors held Enterprise Products Partners (EPD) as of Q3 2024, up from 1,322 in Q2 2024.
  • Funds reported $16.2B of Enterprise Products Partners stock for Q3 2024, up 0.56% quarter-over-quarter.
  • 100 funds opened new Enterprise Products Partners positions in Q3 2024 and 47 closed out, a net change of +53 holders.
  • The largest Enterprise Products Partners buyer in Q3 2024 was Pathway Financial Advisers, an estimated $219M added.
  • The largest Enterprise Products Partners seller in Q3 2024 was Blackstone Inc, an estimated $157M sold.

Based on aggregated 13F filings for Q3 2024.