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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
DIP
726
Davis Investment Partners
North Carolina
$549K +$2.31K +79 +0.4%
WCA
727
Westover Capital Advisors
Delaware
$546K
AFG
728
Albion Financial Group
Utah
$545K
SWA
729
Stratos Wealth Advisors
Ohio
$542K +$20.2K +692 +4%
FG
730
Fairman Group
Pennsylvania
$541K +$70.6K +2,416 +15%
DJSG
731
D.J. St. Germain
Massachusetts
$541K
VCM
732
Violich Capital Management
California
$540K +$17.5K +600 +3%
MWM
733
Modera Wealth Management
New Jersey
$539K +$23.4K +800 +5%
TTWM
734
TCV Trust & Wealth Management
Virginia
$537K
HCM
735
Hodges Capital Management
Texas
$536K
ERIM
736
Eagle Ridge Investment Management
Connecticut
$534K
CD
737
Chapin Davis
Maryland
$533K -$12.2K -419 -2%
CWM
738
Collaborative Wealth Management
Florida
$531K +$11.7K +400 +2%
TAM
739
Tocqueville Asset Management
New York
$529K
JIP
740
Jaffetilchin Investment Partners
Florida
$529K +$7.74K +265 +1%
AAS
741
Asset Allocation Strategies
Michigan
$529K +$86.5K +2,963 +19%
RMCM
742
Reynders McVeigh Capital Management
Massachusetts
$527K -$21.9K -750 -4%
BPWM
743
Badgley Phelps Wealth Managers
Washington
$527K +$529K +18,101 New
BCA
744
Bay Colony Advisors
Massachusetts
$526K +$7.54K +258 +1%
CCWA
745
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$524K -$20.4K -700 -4%
UAS
746
United Asset Strategies
New York
$523K +$7.89K +270 +2%
WAM
747
Walker Asset Management
Missouri
$523K +$9.23K +316 +2%
JSW
748
Journey Strategic Wealth
New Jersey
$522K +$292K +10,010 +126%
RWMG
749
Redwood Wealth Management Group
New Jersey
$521K -$23K -788 -4%
HH
750
HWG Holdings
Texas
$521K +$294K +10,071 +129%

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.