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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
CWP
301
Cyndeo Wealth Partners
Florida
$3.23M +$8.44K +289 +0.3%
TW
302
TritonPoint Wealth
Maryland
$3.18M +$622K +21,285 +24%
EWA
303
Exencial Wealth Advisors
Oklahoma
$3.17M +$22.3K +762 +0.7%
BC
304
Blackhill Capital
New Jersey
$3.16M
AWM
305
Apollon Wealth Management
South Carolina
$3.13M +$65.9K +2,255 +2%
CSPIA
306
Cary Street Partners Investment Advisory
Virginia
$3.13M +$730 +25 +0%
Macquarie Group
307
Macquarie Group
Australia
$3.12M +$478K +16,374 +18%
RFA
308
Rollins Financial Advisors
New York
$3.12M +$660K +22,581 +27%
WA
309
Waverly Advisors
Alabama
$3.12M +$1.46K +50 +0%
XF
310
XML Financial
Maryland
$3.1M +$164K +5,605 +6%
MAM
311
Montchanin Asset Management
Delaware
$3.09M -$497K -17,000 -14%
SGCA
312
Steel Grove Capital Advisors
Tennessee
$3.09M -$85.6K -2,930 -3%
VFA
313
Valeo Financial Advisors
Indiana
$3.06M +$160K +5,482 +6%
LC
314
Lavaca Capital
Texas
$3.02M
HH
315
Hilltop Holdings
Texas
$3.01M +$380K +12,999 +14%
RFC
316
Regions Financial Corp
Alabama
$2.99M +$64.3K +2,200 +2%
GVAG
317
Great Valley Advisor Group
Delaware
$2.98M +$260K +8,894 +10%
Sumitomo Mitsui Trust Group
318
Sumitomo Mitsui Trust Group
Japan
$2.94M
TPCW
319
TD Private Client Wealth
New York
$2.93M +$104K +3,546 +4%
DWP
320
Daymark Wealth Partners
Ohio
$2.91M +$103K +3,521 +4%
PWM
321
Perigon Wealth Management
California
$2.9M -$13.9K -475 -0.5%
ECM
322
Elgethun Capital Management
South Dakota
$2.9M +$116K +3,967 +4%
CCA
323
Cobblestone Capital Advisors
New York
$2.87M +$42.3K +1,447 +1%
DAS
324
Dynamic Advisor Solutions
Arizona
$2.87M -$299K -10,244 -9%
DA
325
Doliver Advisors
Texas
$2.86M -$37.4K -1,280 -1%

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.