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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
VC
501
Veracity Capital
Georgia
$1.15M +$17.7K +605 +2%
FPAS
502
Focus Partners Advisor Solutions
Missouri
$1.15M +$764K +26,140 +196%
GIM
503
Grassi Investment Management
California
$1.14M -$29.2K -1,000 -2%
AAS
504
Ameritas Advisory Services
Nebraska
$1.14M -$1.11M -37,926 -49%
MFG
505
Merit Financial Group
Georgia
$1.14M +$154K +5,271 +16%
MSAM
506
Moloney Securities Asset Management
Missouri
$1.13M -$259K -8,878 -19%
ADMI
507
Albert D. Mason Inc
Massachusetts
$1.13M +$29.2K +1,001 +3%
HPC
508
HM Payson & Co
Maine
$1.12M +$90K +3,081 +9%
OMC
509
Overbrook Management Corp
New York
$1.11M
GAM
510
Griffin Asset Management
New York
$1.11M +$7.42K +254 +0.7%
WW
511
Waterfront Wealth
Kansas
$1.08M +$15.9K +545 +1%
FCP
512
Fidelis Capital Partners
Florida
$1.08M +$17.5K +598 +2%
GRP
513
Global Retirement Partners
California
$1.07M -$176K -6,022 -14%
SCA
514
Stokes Capital Advisors
South Carolina
$1.07M
AWM
515
AE Wealth Management
Kansas
$1.07M +$47.3K +1,619 +5%
EFH
516
Eaton Financial Holdings
Florida
$1.07M +$1.07M +36,623 New
PAS
517
Park Avenue Securities
New York
$1.07M +$43.1K +1,474 +4%
SC
518
Searle & Co
Connecticut
$1.06M
OIA
519
Optimum Investment Advisors
Illinois
$1.05M -$89.8K -3,075 -8%
CFP
520
Cascade Financial Partners
California
$1.04M
WCM
521
Whitener Capital Management
North Carolina
$1.04M -$9.26K -317 -0.9%
PPWM
522
Perissos Private Wealth Management
Oklahoma
$1.03M +$14.6K +500 +1%
CIM
523
Corda Investment Management
Texas
$1.03M +$1.04M +35,445 New
AIM
524
Anchor Investment Management
South Carolina
$1.03M -$14.6K -500 -1%
MGIA
525
Matthew Goff Investment Advisor
Texas
$1.03M

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.