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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
VAM
251
Verity Asset Management
North Carolina
$4.3M +$293K +10,026 +7%
CCM
252
Cullen Capital Management
New York
$4.26M -$179K -6,140 -4%
CAL
253
Capital Analysts LLC
Pennsylvania
$4.23M +$224K +7,660 +6%
EH
254
Equitable Holdings
New York
$4.23M +$660K +22,613 +18%
PMG
255
ProVise Management Group
Florida
$4.23M -$37.9K -1,299 -0.9%
ACM
256
Ashford Capital Management
Delaware
$4.18M
IFG
257
Independent Financial Group
California
$4.15M +$1.09M +37,263 +35%
VPIM
258
Vanguard Personalized Indexing Management
California
$4.13M -$15.4K -526 -0.4%
ECP
259
Epacria Capital Partners
Colorado
$4.06M
TBA
260
Tower Bridge Advisors
Pennsylvania
$4.04M -$39.6K -1,355 -1%
TBC
261
Tweedy, Browne Co
Connecticut
$3.97M
PGFC
262
Peapack-Gladstone Financial Corp
New Jersey
$3.95M +$1.51M +51,809 +62%
MIM
263
Morningstar Investment Management
Illinois
$3.95M -$2.26M -77,411 -37%
FMI
264
F/M Investments
District of Columbia
$3.94M
ATC
265
Argent Trust Co
Tennessee
$3.92M +$93.4K +3,198 +2%
APSI
266
Asset Planning Services Inc
Louisiana
$3.88M -$109K -3,725 -3%
HCM
267
Hilton Capital Management
New York
$3.87M -$48K -1,644 -1%
SIC
268
Shoker Investment Counsel
Ohio
$3.84M -$58.8K -2,012 -2%
SAM
269
Synergy Asset Management
Washington
$3.82M -$1.19M -40,798 -24%
IAA
270
Independent Advisor Alliance
North Carolina
$3.81M +$288K +9,855 +8%
Bessemer Group
271
Bessemer Group
New Jersey
$3.81M +$2.32M +79,547 +155%
Susquehanna International Group
272
Susquehanna International Group
Pennsylvania
$3.79M +$1.99M +68,283 +110%
HKAM
273
Horizon Kinetics Asset Management
New York
$3.79M +$1.87M +63,914 +96%
AAS
274
Avantax Advisory Services
Texas
$3.78M -$2.11M -72,092 -36%
MML Investors Services
275
MML Investors Services
Massachusetts
$3.71M +$432K +14,806 +13%

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.