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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
FG
676
Fiduciary Group
Georgia
$629K +$98.1K +3,357 +18%
NL
677
NWAM LLC
Washington
$629K +$631K +21,597 New
PCIA
678
Prime Capital Investment Advisors
Kansas
$629K -$21.2K -726 -3%
JCM
679
Jacobi Capital Management
Pennsylvania
$628K +$15K +515 +2%
Bank of Montreal
680
Bank of Montreal
Ontario, Canada
$626K -$114K -3,911 -15%
ANBT
681
American National Bank & Trust
Texas
$626K
SMWM
682
Silvia McColl Wealth Management
California
$626K +$18.7K +640 +3%
FM
683
Family Management
New York
$618K +$282K +9,665 +84%
CRIG
684
Charter Research & Investment Group
Connecticut
$616K
PP
685
Pegasus Partners
Wisconsin
$615K
RFN
686
RDA Financial Network
Iowa
$614K +$4.44K +152 +0.7%
BW
687
BIP Wealth
Georgia
$614K +$616K +21,088 New
LWL
688
Leo Wealth LLC
Texas
$614K -$63.5K -2,174 -9%
RCAG
689
Rehmann Capital Advisory Group
Michigan
$613K -$46.4K -1,590 -7%
FHC
690
First Heartland Consultants
Missouri
$613K -$2.97M -101,718 -83%
WKWM
691
Walter & Keenan Wealth Management
Indiana
$613K
PFA
692
Pettinga Financial Advisors
Indiana
$610K -$1.46K -50 -0.2%
TWM
693
Tradition Wealth Management
Minnesota
$610K +$6.57K +225 +1%
MCCA
694
Mill Creek Capital Advisors
Pennsylvania
$610K -$117K -4,010 -16%
WA
695
Wealth Alliance
New York
$609K -$58.6K -2,006 -9%
ZF
696
Zega Financial
Florida
$608K +$10K +344 +2%
BMWM
697
Brown Miller Wealth Management
Virginia
$606K +$438 +15 +0.1%
BFG
698
Bleakley Financial Group
New Jersey
$604K -$7.97K -273 -1%
ST
699
Sabal Trust
Florida
$601K -$84.9K -2,908 -12%
PA
700
PSI Advisors
Florida
$601K -$13.2K -453 -2%

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.