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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
HPC
526
HM Payson & Co
Maine
$1.03M
MGIA
527
Matthew Goff Investment Advisor
Texas
$1.02M +$800K +27,911 +380%
PAS
528
Park Avenue Securities
New York
$1.02M +$74K +2,582 +8%
WB
529
WesBanco Bank
West Virginia
$1.02M +$1K +35 +0.1%
AWM
530
AE Wealth Management
Kansas
$1.01M +$405K +14,122 +68%
BHPW
531
Beverly Hills Private Wealth
California
$1.01M -$41.6K -1,452 -4%
PPWM
532
Perissos Private Wealth Management
Oklahoma
$1.01M -$35.4K -1,234 -3%
NAM
533
NTV Asset Management
West Virginia
$1,000K
CC
534
Chicago Capital
Illinois
$986K
NFA
535
Northern Financial Advisors
Michigan
$983K
SW
536
SteelPeak Wealth
California
$982K -$2.15K -75 -0.2%
AMIM
537
Aull & Monroe Investment Management
Alabama
$980K
GGS
538
Galvin Gaustad & Stein
Arizona
$980K +$115K +4,000 +13%
TCA
539
Transcend Capital Advisors
New Jersey
$979K +$202K +7,028 +26%
MFG
540
Merit Financial Group
Georgia
$978K +$68.8K +2,400 +8%
QCG
541
Quadrant Capital Group
Ohio
$966K
RWP
542
RWA Wealth Partners
Massachusetts
$965K
KWM
543
Kingsview Wealth Management
Oregon
$961K +$7.14K +249 +0.8%
NP
544
NorthRock Partners
Minnesota
$961K +$4.59K +160 +0.5%
HFM
545
Hartford Financial Management
Connecticut
$946K -$2.87K -100 -0.3%
WWA
546
WCG Wealth Advisors
Nevada
$943K +$136K +4,751 +17%
ABC
547
Associated Banc-Corp
Wisconsin
$940K +$2.87K +100 +0.3%
VNA
548
Valley National Advisers
Pennsylvania
$940K +$688 +24 +0.1%
FWA
549
FSM Wealth Advisors
Ohio
$939K -$56.3K -1,962 -6%
AWA
550
Arete Wealth Advisors
Illinois
$934K +$42.8K +1,494 +5%

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.