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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
RSWM
451
Robertson Stephens Wealth Management
California
$1.47M -$123K -4,301 -8%
PG
452
Patten Group
Tennessee
$1.46M +$62.5K +2,181 +5%
LAM
453
Lakewood Asset Management
Illinois
$1.45M -$29.1K -1,014 -2%
GA
454
GFS Advisors
Texas
$1.45M -$1.42M -49,400 -99%
AAIM
455
American Assets Investment Management
California
$1.45M
CA
456
Clearstead Advisors
Ohio
$1.45M +$859K +29,975 +150%
LF
457
Lee Financial
Texas
$1.45M +$17.2K +600 +1%
CIS
458
Custom Index Systems
New York
$1.44M -$109K -3,814 -7%
OCPWS
459
One Charles Private Wealth Services
Massachusetts
$1.44M +$107K +3,744 +8%
CGH
460
CMG Global Holdings
Texas
$1.43M +$1.83K +64 +0.1%
QPW
461
Quantum Private Wealth
Florida
$1.41M +$6.05K +211 +0.4%
SCM
462
Schnieders Capital Management
California
$1.4M -$4.73K -165 -0.3%
PCM
463
Pennsylvania Capital Management
Pennsylvania
$1.4M -$10.3K -359 -0.7%
CIAS
464
Capital Investment Advisory Services
North Carolina
$1.4M +$90.7K +3,164 +7%
MSAM
465
Moloney Securities Asset Management
Missouri
$1.38M +$603K +21,020 +79%
MIM
466
Moseley Investment Management
Florida
$1.38M -$40.3K -1,405 -3%
XT
467
XTX Topco
Cayman Islands
$1.37M +$1.36M +47,380 New
LI
468
LMCG Investments
Massachusetts
$1.37M -$7.31K -255 -0.5%
TW
469
Transform Wealth
Colorado
$1.36M -$71.7K -2,500 -5%
CCT
470
Capital City Trust
Florida
$1.35M +$33.5K +1,169 +3%
MSCM
471
McElhenny Sheffield Capital Management
Texas
$1.35M +$459 +16 +0%
AWA
472
Arkadios Wealth Advisors
Georgia
$1.35M +$1.34M +46,571 New
VIM
473
VELA Investment Management
Ohio
$1.35M -$286K -9,961 -18%
PL
474
Parkwood LLC
Ohio
$1.34M +$96.6K +3,370 +8%
PFPT
475
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.34M -$688 -24 -0.1%

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.