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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
WAP
326
Wealthcare Advisory Partners
Pennsylvania
$2.86M -$64.7K -2,216 -2%
SAM
327
Smithbridge Asset Management
Pennsylvania
$2.84M -$289K -9,892 -9%
JIC
328
Joel Isaacson & Co
New York
$2.79M
AA
329
AlphaQ Advisors
Florida
$2.74M -$13.6K -464 -0.5%
LA
330
Legacy Advisors
Pennsylvania
$2.74M +$26.8K +918 +1%
CM
331
Castleark Management
Illinois
$2.72M
CL
332
Choreo LLC
Illinois
$2.71M +$29.1K +998 +1%
IA
333
IFP Advisors
Florida
$2.68M +$30K +1,026 +1%
WSFS
334
Wilmington Savings Fund Society
Delaware
$2.67M +$2.47M +84,578 +1,183%
PH
335
Pinnacle Holdings
Oklahoma
$2.65M +$286K +9,788 +12%
HFS
336
Howard Financial Services
Texas
$2.64M +$45.3K +1,552 +2%
PA
337
Paragon Advisors
Texas
$2.63M +$2.64M +90,270 New
HCM
338
Hutner Capital Management
Vermont
$2.62M -$13K -445 -0.5%
TCM
339
Tufton Capital Management
Maryland
$2.58M -$71.7K -2,455 -3%
OCM
340
Osterweis Capital Management
California
$2.56M -$42.8K -1,465 -2%
CM
341
Caption Management
Oklahoma
$2.55M +$2.56M +87,500 New
IF
342
Intrua Financial
Texas
$2.55M +$392K +13,423 +18%
BF
343
BOK Financial
Oklahoma
$2.54M +$34.8K +1,190 +1%
CL
344
COWA LLC
Oklahoma
$2.5M +$380 +13 +0%
CA
345
CoreCap Advisors
Michigan
$2.49M +$2.5M +85,688 New
Pacer Advisors
346
Pacer Advisors
Pennsylvania
$2.47M +$96.6K +3,307 +4%
VV
347
Verity & Verity
South Carolina
$2.46M -$5.64K -193 -0.2%
VanEck Associates
348
VanEck Associates
New York
$2.46M +$269K +9,209 +12%
P
349
&Partners
Tennessee
$2.46M +$1.97M +67,477 +397%
AAM
350
Advisors Asset Management
Colorado
$2.41M +$17.7K +607 +0.7%

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.