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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
PJSIMP
751
P.J. Schmidt Investment Management (PJS)
Wisconsin
$517K
NB
752
NBT Bank
New York
$517K
CH
753
Canton Hathaway
Rhode Island
$512K
Fisher Asset Management
754
Fisher Asset Management
Washington
$512K -$164K -5,620 -24%
ST
755
Smithfield Trust
Pennsylvania
$511K
AMG
756
Advisors Management Group
Wisconsin
$511K +$672 +23 +0.1%
FNBT
757
FineMark National Bank & Trust
Florida
$507K -$43.8K -1,500 -8%
AWM
758
Avior Wealth Management
Nebraska
$507K +$161K +5,500 +46%
ONSWM
759
Old North State Wealth Management
North Carolina
$501K +$21K +720 +4%
SFC
760
Strategic Financial Concepts
Texas
$499K -$14.6M -500,246 -97%
EWM
761
Executive Wealth Management
Michigan
$498K +$500K +17,116 New
MCA
762
Millennium Capital Advisors
Arkansas
$497K +$1.14K +39 +0.2%
SWM
763
Salvus Wealth Management
New Jersey
$496K +$88 +3 +0%
MW
764
Marcum Wealth
Ohio
$496K -$643 -22 -0.1%
PP
765
Patten & Patten
Tennessee
$495K -$10.2K -348 -2%
WAM
766
Weinberger Asset Management
California
$492K
CA
767
Cornerstone Advisory
Maryland
$491K +$231K +7,900 +88%
MCA
768
MSH Capital Advisors
Arizona
$491K +$81.3K +2,785 +20%
CWM
769
Cedar Wealth Management
California
$488K +$13.1K +450 +3%
VCAM
770
Van Cleef Asset Management
Ohio
$488K
CWP
771
Curated Wealth Partners
California
$485K
PTC
772
Private Trust Company
Ohio
$485K -$157K -5,375 -24%
CW
773
CreativeOne Wealth
Kansas
$484K +$5.29K +181 +1%
DAM
774
Delta Asset Management
Tennessee
$483K -$17.5K -600 -3%
EAM
775
Empirical Asset Management
Massachusetts
$480K +$13.1K +450 +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.