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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
SC
801
Summa Corp
Texas
$451K
OIM
802
Oder Investment Management
California
$446K +$30.1K +1,031 +7%
SI
803
Saxon Interests
Texas
$446K -$13.3K -454 -3%
PWM
804
Palumbo Wealth Management
New York
$446K
SAM
805
Summit Asset Management
Tennessee
$445K +$82.1K +2,812 +23%
ABTD
806
Arvest Bank Trust Division
Oklahoma
$445K +$446K +15,282 New
PC
807
Port Capital
Illinois
$444K
FWP
808
FAS Wealth Partners
Kansas
$444K +$1.78K +61 +0.4%
DP
809
Dearborn Partners
Illinois
$444K
TFS
810
Thoroughbred Financial Services
Tennessee
$441K
WDC
811
Woodward Diversified Capital
California
$440K
WAAG
812
Wealth Alliance Advisory Group
Kansas
$439K +$30.1K +1,030 +7%
ACG
813
Allen Capital Group
Nebraska
$438K +$7.83K +268 +2%
NAS
814
Nicolet Advisory Services
Wisconsin
$437K -$7.89K -270 -2%
WT
815
Whittier Trust
California
$437K -$15.1K -517 -3%
PL
816
Plancorp LLC
Missouri
$436K +$437K +14,970 New
MLL
817
Moody Lynn & Lieberson
Massachusetts
$435K -$3.5K -120 -0.8%
ACM
818
Adalta Capital Management
New York
$434K -$3.65K -125 -0.8%
CIC
819
Carnegie Investment Counsel
Ohio
$433K -$36.2K -1,238 -8%
FAIM
820
Financial Advocates Investment Management
Washington
$432K +$2.95K +101 +0.7%
LNWWM
821
Laird Norton Wetherby Wealth Management
California
$431K +$29.2K +1,000 +7%
GAM
822
Gould Asset Management
California
$431K +$117 +4 +0%
OWA
823
ORBA Wealth Advisors
Illinois
$430K +$993 +34 +0.2%
LSAG
824
Lake Street Advisors Group
New Hampshire
$429K +$9.26K +317 +2%
Fifth Third Bancorp
825
Fifth Third Bancorp
Ohio
$428K +$4.26K +146 +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.