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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
ATWA
926
Arbor Trust Wealth Advisors
Michigan
$340K
FCA
927
FinTrust Capital Advisors
South Carolina
$340K +$94.5K +3,236 +38%
OWA
928
Outlook Wealth Advisors
Texas
$338K -$20.1K -688 -6%
XT
929
XTX Topco
Cayman Islands
$337K -$1.05M -35,792 -76%
RMDI
930
R.M. Davis Inc
Maine
$336K -$211K -7,239 -39%
TIM
931
Thompson Investment Management
Wisconsin
$336K
MCM
932
MV Capital Management
Maryland
$335K
PM
933
Penbrook Management
New York
$334K +$336K +11,490 New
MLA
934
MB, Levis & Associates
Pennsylvania
$333K +$5.81K +199 +2%
WMA
935
Wealth Management Associates
New Jersey
$331K +$90.5K +3,098 +38%
VCP
936
Verus Capital Partners
Arizona
$328K -$31.2K -1,067 -9%
AA
937
Auxano Advisors
Washington
$328K +$120K +4,100 +57%
WA
938
Wambolt & Associates
Colorado
$327K +$15.9K +546 +5%
SLG
939
Stanley-Laman Group
Pennsylvania
$326K
LSA
940
Lion Street Advisors
Texas
$326K +$17.4K +596 +6%
FAT
941
First American Trust
California
$326K
VWA
942
Visionary Wealth Advisors
Illinois
$326K -$1.28K -44 -0.4%
PWP
943
Phillips Wealth Planners
Mississippi
$324K -$6.63K -227 -2%
LAM
944
Lewis Asset Management
California
$322K -$146K -5,000 -31%
CF
945
Copperwynd Financial
Arizona
$322K -$12.3K -420 -4%
ACP
946
Aveo Capital Partners
Colorado
$320K -$7.21K -247 -2%
OHIS
947
Oak Harvest Investment Services
Texas
$320K +$5.67K +194 +2%
PMSA
948
Patrick M. Sweeney & Associates
Illinois
$319K +$9.73K +333 +3%
CFO
949
CVA Family Office
Colorado
$316K +$175 +6 +0.1%
PHIMC
950
Private Harbour Investment Management & Counsel
Ohio
$316K -$17.5K -600 -5%

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.