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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
EWA
251
EP Wealth Advisors
California
$4.29M -$629K -21,929 -13%
PMG
252
ProVise Management Group
Florida
$4.25M -$663K -23,114 -14%
POIA
253
Pin Oak Investment Advisors
Texas
$4.21M -$41.4K -1,444 -1%
ACM
254
Ashford Capital Management
Delaware
$4.16M +$1.27M +44,240 +45%
VPIM
255
Vanguard Personalized Indexing Management
California
$4.11M +$345K +12,015 +9%
TBA
256
Tower Bridge Advisors
Pennsylvania
$4.06M -$115K -4,000 -3%
SCA
257
Snowden Capital Advisors
New York
$4.05M +$182K +6,340 +5%
ECP
258
Epacria Capital Partners
Colorado
$4.04M
CAL
259
Capital Analysts LLC
Pennsylvania
$3.99M -$41.1K -1,435 -1%
VAM
260
Verity Asset Management
North Carolina
$3.99M +$1.95M +67,979 +98%
APSI
261
Asset Planning Services Inc
Louisiana
$3.97M -$280K -9,775 -7%
TBC
262
Tweedy, Browne Co
Connecticut
$3.95M
FMI
263
F/M Investments
District of Columbia
$3.92M +$3.88M +135,362 New
Franklin Resources
264
Franklin Resources
California
$3.92M +$282K +9,831 +8%
HCM
265
Hilton Capital Management
New York
$3.91M +$22.9K +800 +0.6%
SIC
266
Shoker Investment Counsel
Ohio
$3.88M -$135K -4,716 -3%
ATC
267
Argent Trust Co
Tennessee
$3.81M +$125K +4,353 +3%
SWP
268
Stratos Wealth Partners
Ohio
$3.72M +$119K +4,137 +3%
JWA
269
JFS Wealth Advisors
Pennsylvania
$3.72M -$46K -1,605 -1%
AC
270
Avenir Corporation
Virginia
$3.7M
PI
271
PFG Investments
New York
$3.68M +$522K +18,223 +17%
IFAM
272
Institutional & Family Asset Management
Colorado
$3.64M +$162K +5,660 +5%
Simplex Trading
273
Simplex Trading
Illinois
$3.62M +$3.58M +124,952 New
SC
274
Sapient Capital
Indiana
$3.6M
MAM
275
Montchanin Asset Management
Delaware
$3.57M

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.