We are live on ! Find out more
EPD icon

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
SRC
776
Shufro Rose & Co
New York
$479K
PSP
777
Principal Street Partners
Tennessee
$478K +$12.5K +427 +3%
HWM
778
Heirloom Wealth Management
Colorado
$475K
NVIM
779
New Vernon Investment Management
Illinois
$474K
FAG
780
Fortitude Advisory Group
Washington
$470K +$3.07K +105 +0.7%
WPP
781
Whalerock Point Partners
Rhode Island
$470K +$29.2K +1,000 +7%
IAS
782
Insigneo Advisory Services
Florida
$469K +$42.8K +1,465 +10%
ACI
783
Alpha Cubed Investments
California
$469K +$1.4K +48 +0.3%
GBA
784
Garrison Bradford & Associates
New York
$467K -$62.3K -2,133 -12%
CP
785
Creekside Partners
California
$465K
GLA
786
Good Life Advisors
Pennsylvania
$463K +$82.6K +2,828 +22%
CA
787
Crumly & Associates
Illinois
$463K +$13.8K +473 +3%
VR
788
Valued Retirements
Texas
$463K
WWM
789
Western Wealth Management
Colorado
$459K +$220K +7,531 +91%
SWA
790
SFMG Wealth Advisors
Texas
$458K
SCTC
791
Sanibel Captiva Trust Company
Florida
$458K -$45.3K -1,551 -9%
PA
792
PFG Advisors
Arizona
$458K +$92.4K +3,163 +25%
TI
793
Tidal Investments
Wisconsin
$456K -$207K -7,097 -31%
SAM
794
SignalPoint Asset Management
Missouri
$455K +$8.06K +276 +2%
AIFAIM
795
American Institute for Advanced Investment Management
Arizona
$455K +$39.6K +1,355 +9%
CAG
796
Csenge Advisory Group
Florida
$454K -$3.62K -124 -0.8%
CAG
797
Crestwood Advisors Group
Massachusetts
$454K -$61.5K -2,107 -12%
SFO
798
Stokes Family Office
Louisiana
$454K -$16K -549 -3%
LEFP
799
Leading Edge Financial Planning
Tennessee
$452K +$4.29K +147 +1%
HR
800
Howe & Rusling
New York
$452K +$613 +21 +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.