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Enterprise Products Partners

1,322 hedge funds and large institutions have $16.1B invested in Enterprise Products Partners in 2024 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 498 increasing their positions, 359 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more call options, than puts

Call options by funds: $366M | Put options by funds: $142M

43% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 56

39% more repeat investments, than reductions

Existing positions increased: 498 | Existing positions reduced: 359

1% more capital invested

Capital invested by funds: $16B → $16.1B (+$90.5M)

0.24% more ownership

Funds ownership: 25.31%25.55% (+0.24%)

0% more funds holding

Funds holding: 1,3201,322 (+2)

6% less funds holding in top 10

Funds holding in top 10: 6864 (-4)

Holders
1,322
Holders Change
+2
Holders Change %
+0.15%
% of All Funds
19.09%
Holding in Top 10
64
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5.88%
% of All Funds
0.92%
New
80
Increased
498
Reduced
359
Closed
56
Calls
$366M
Puts
$142M
Net Calls
+$224M
Net Calls Change
+$54.7M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
901
Avior Wealth Management
Nebraska
$345K
HC
902
Hara Capital
Washington
$344K
EWA
903
EverSource Wealth Advisors
Alabama
$344K +$64.9K +2,265 +23%
PMFA
904
Plante Moran Financial Advisors
Michigan
$342K
AWS
905
Arkfeld Wealth Strategies
Nebraska
$341K +$315 +11 +0.1%
ATWA
906
Arbor Trust Wealth Advisors
Michigan
$340K
FC
907
Fulcrum Capital
Washington
$339K
BCI
908
Brinker Capital Investments
Pennsylvania
$337K +$333K +11,630 New
OPS
909
Orion Portfolio Solutions
Nebraska
$337K +$333K +11,630 New
KMWM
910
Keudell/Morrison Wealth Management
Oregon
$336K +$3.38K +118 +1%
FM
911
Family Management
New York
$335K +$332K +11,570 New
TIM
912
Thompson Investment Management
Wisconsin
$334K
MCM
913
MV Capital Management
Maryland
$333K
PHIMC
914
Private Harbour Investment Management & Counsel
Ohio
$332K -$15.1K -525 -4%
SIG
915
Stonegate Investment Group
Alabama
$331K +$34.4K +1,201 +12%
CF
916
Copperwynd Financial
Arizona
$331K +$36K +1,255 +12%
PWP
917
Phillips Wealth Planners
Mississippi
$330K -$5.99K -209 -2%
SIS
918
Sound Income Strategies
Florida
$330K +$35.8K +1,247 +12%
MCM
919
Magnolia Capital Management
New York
$327K
ACP
920
Aveo Capital Partners
Colorado
$326K -$1.37M -47,772 -81%
VWA
921
Visionary Wealth Advisors
Illinois
$326K -$56.3K -1,963 -15%
MLA
922
MB, Levis & Associates
Pennsylvania
$325K +$5.39K +188 +2%
SLG
923
Stanley-Laman Group
Pennsylvania
$325K
CCG
924
Cypress Capital Group
Florida
$324K
GC
925
Grimes & Company
Massachusetts
$324K +$18.2K +635 +6%

EPD Hedge Fund Activity: Q2 2024 in Review

1,322 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Enterprise Products Partners (EPD) for Q2 2024, worth a combined $16.1B — up 0.57% from $16B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new EPD positions and 56 closed out — a net gain of 24 holders — while 498 added to existing stakes and 359 trimmed.

The largest buyer was Invesco, adding an estimated $98.6M. The largest seller was Mirae Asset Global Investments, exiting entirely with an estimated $216M sold.

  • 1,322 institutional investors held Enterprise Products Partners (EPD) as of Q2 2024, up from 1,320 in Q1 2024.
  • Funds reported $16.1B of Enterprise Products Partners stock for Q2 2024, up 0.57% quarter-over-quarter.
  • 80 funds opened new Enterprise Products Partners positions in Q2 2024 and 56 closed out, a net change of +24 holders.
  • The largest Enterprise Products Partners buyer in Q2 2024 was Invesco, an estimated $98.6M added.
  • The largest Enterprise Products Partners seller in Q2 2024 was Mirae Asset Global Investments, an estimated $216M sold.

Based on aggregated 13F filings for Q2 2024.