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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
IIM
651
Ipswich Investment Management
Massachusetts
$673K
CAC
652
Certified Advisory Corp
Florida
$672K +$274K +9,388 +69%
APP
653
Avantax Planning Partners
Iowa
$670K +$88.9K +3,044 +15%
ACGA
654
Atlanta Consulting Group Advisors
Georgia
$670K +$672K +23,008 New
KIA
655
KCM Investment Advisors
California
$667K -$36.8K -1,259 -5%
RFO
656
RiverGlades Family Offices
Florida
$661K
AWA
657
Arete Wealth Advisors
Illinois
$661K -$278K -9,522 -30%
EA
658
Ellsworth Advisors
Ohio
$659K +$19.9K +683 +3%
CIA
659
Cascade Investment Advisors
Oregon
$659K
SKK
660
Shepherd Kaplan Krochuk
Massachusetts
$656K
GC
661
Guggenheim Capital
Illinois
$654K +$83.4K +2,855 +15%
MCM
662
Morton Capital Management
California
$654K +$6.6K +226 +1%
KWA
663
Kingswood Wealth Advisors
California
$651K +$41.5K +1,420 +7%
CWM
664
Cornerstone Wealth Management
Missouri
$647K -$3.07K -105 -0.5%
SM
665
Samjo Management
New York
$643K
HA
666
HFG Advisors
Ohio
$642K +$358K +12,250 +125%
HSA
667
HBK Sorce Advisory
Pennsylvania
$638K -$41.2K -1,412 -6%
SIG
668
Sargent Investment Group
Maryland
$638K +$14.6K +500 +2%
TGAM
669
TBH Global Asset Management
Tennessee
$637K -$10.2K -350 -2%
EP
670
EPIQ Partners
Minnesota
$636K
CFG
671
Clayton Financial Group
Missouri
$636K +$145K +4,970 +29%
PAG
672
Powers Advisory Group
Illinois
$635K +$8.29K +284 +1%
TG
673
TCW Group
California
$634K -$485K -16,621 -43%
AIC
674
Archer Investment Corporation
Indiana
$630K +$29 +1 +0%
PCS
675
Personal CFO Solutions
New Jersey
$629K +$701 +24 +0.1%

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.