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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
FMWA
826
Forvis Mazars Wealth Advisors
Missouri
$428K -$17.6K -603 -4%
CFGS
827
Concourse Financial Group Securities
Alabama
$428K -$31K -1,062 -7%
FAM
828
Formidable Asset Management
Ohio
$425K -$555 -19 -0.1%
BTIM
829
BancFirst Trust & Investment Management
Oklahoma
$424K
PPG
830
Peak Planning Group
Colorado
$424K -$37.2K -1,273 -8%
CPWA
831
Cerro Pacific Wealth Advisors
California
$423K
HIA
832
Harbor Investment Advisory
Maryland
$422K
EWM
833
Empirical Wealth Management
Washington
$420K -$56.2K -1,923 -12%
NLP
834
Next Level Private
New York
$420K +$7.04K +241 +2%
HR
835
Hardy Reed
Mississippi
$419K
KWS
836
Keystone Wealth Services
California
$419K +$420K +14,389 New
DLA
837
Douglas Lane & Associates
New York
$418K -$64.1K -2,196 -13%
Natixis Advisors
838
Natixis Advisors
Massachusetts
$418K -$108K -3,699 -20%
BG
839
Bahl & Gaynor
Ohio
$418K +$186K +6,377 +80%
CRI
840
Colonial River Investments
Virginia
$418K -$15.3K -525 -4%
DAM
841
Diamant Asset Management
Connecticut
$415K
BFA
842
Beaumont Financial Advisors
Massachusetts
$415K -$1.13M -38,700 -73%
MPCG
843
Matrix Private Capital Group
New York
$415K
ISL
844
Ingalls & Snyder LLC
New York
$415K -$21.1K -721 -5%
BW
845
Bison Wealth
Georgia
$414K -$287K -9,822 -41%
DA
846
Detalus Advisors
Missouri
$413K
CNBTD
847
Citizens National Bank Trust Department
Mississippi
$412K -$29.2K -1,000 -7%
DWA
848
Douglass Winthrop Advisors
New York
$412K
PSFG
849
Prairie Sky Financial Group
Illinois
$411K +$8.29K +284 +2%
HP
850
Highlander Partners
Texas
$411K

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.