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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
NP
526
NorthRock Partners
Minnesota
$1.02M +$56.3K +1,929 +6%
SPC
527
Sigma Planning Corp
Michigan
$1.02M -$122K -4,181 -11%
GGS
528
Galvin Gaustad & Stein
Arizona
$1.01M +$29.2K +1,000 +3%
CFD
529
Creative Financial Designs
Indiana
$1.01M +$946K +32,376 +1,390%
WB
530
WesBanco Bank
West Virginia
$1.01M -$13.2K -452 -1%
CAI
531
Capital Advisors Inc
Oklahoma
$1.01M -$13.1M -450,000 -93%
NAM
532
NTV Asset Management
West Virginia
$1M
DDC
533
DF Dent & Co
Maryland
$995K -$75.7K -2,590 -7%
RWP
534
RWA Wealth Partners
Massachusetts
$994K +$24.1K +824 +2%
NFA
535
Northern Financial Advisors
Michigan
$988K
AMIM
536
Aull & Monroe Investment Management
Alabama
$985K
TCA
537
Transcend Capital Advisors
New Jersey
$985K +$1.31K +45 +0.1%
QCG
538
Quadrant Capital Group
Ohio
$985K +$14K +478 +1%
BHPW
539
Beverly Hills Private Wealth
California
$975K -$43.2K -1,480 -4%
SW
540
SteelPeak Wealth
California
$972K -$14.6K -500 -1%
MFWP
541
Mosaic Family Wealth Partners
Missouri
$971K -$84.3K -2,886 -8%
WGAM
542
Wilkinson Global Asset Management
New York
$971K -$130K -4,450 -12%
KWM
543
Kingsview Wealth Management
Oregon
$970K +$5.11K +175 +0.5%
PPW
544
Pasadena Private Wealth
California
$966K +$133K +4,544 +16%
CC
545
Chicago Capital
Illinois
$962K -$28.2K -964 -3%
FCI
546
Financial Counselors Inc
Kansas
$954K +$23.8K +815 +3%
FWA
547
FSM Wealth Advisors
Ohio
$952K +$8.68K +297 +0.9%
HFM
548
Hartford Financial Management
Connecticut
$950K
WWA
549
WCG Wealth Advisors
Nevada
$945K -$2.16K -74 -0.2%
ABC
550
Associated Banc-Corp
Wisconsin
$942K -$2.92K -100 -0.3%

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.