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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
Mariner
76
Mariner
Kansas
$31.7M +$259K +8,876 +0.8%
Commonwealth Equity Services
77
Commonwealth Equity Services
Massachusetts
$31M +$971K +33,228 +3%
MIM
78
Merewether Investment Management
Texas
$30.7M +$30.9M +1,056,200 New
Osaic Holdings
79
Osaic Holdings
Arizona
$30.6M -$505K -17,305 -2%
CF
80
CNA Financial
Illinois
$30.6M +$2.92M +100,000 +11%
FSA
81
Fort Sheridan Advisors
Illinois
$29.6M +$142K +4,857 +0.5%
ECM
82
Evergreen Capital Management
Washington
$29.5M +$35.2K +1,206 +0.1%
AOI
83
Auto-Owners Insurance
Michigan
$29.1M
Envestnet Asset Management
84
Envestnet Asset Management
Illinois
$28.9M -$574K -19,644 -2%
Wealth Enhancement Advisory Services
85
Wealth Enhancement Advisory Services
Minnesota
$28M +$431K +14,760 +2%
RA
86
RR Advisors
Texas
$27.9M -$1.34M -46,000 -5%
Focus Partners Wealth
87
Focus Partners Wealth
Massachusetts
$27.3M +$5.04M +172,467 +23%
Cetera Investment Advisers
88
Cetera Investment Advisers
Illinois
$26.7M +$465K +15,913 +2%
PTC
89
Petrus Trust Company
Texas
$26.2M
BHC
90
Bowen Hanes & Co
Florida
$26.1M -$29.2K -1,000 -0.1%
SEI Investments
91
SEI Investments
Pennsylvania
$25.7M -$3.71M -126,870 -13%
William Blair & Company
92
William Blair & Company
Illinois
$24.5M -$387K -13,254 -2%
ETC
93
Exchange Traded Concepts
Oklahoma
$23.5M +$761K +26,063 +3%
Creative Planning
94
Creative Planning
Kansas
$22.7M -$1.28M -43,842 -5%
VL
95
Vorpal LLC
Tennessee
$22M +$584K +20,000 +3%
Janney Montgomery Scott
96
Janney Montgomery Scott
Pennsylvania
$21.8M +$103K +3,533 +0.5%
GBI
97
GP Brinson Investments
Illinois
$21.7M
GT
98
Glenmede Trust
Pennsylvania
$21.4M +$1.9M +64,968 +10%
SMH
99
Sanders Morris Harris
Texas
$20.5M +$4.52M +154,822 +28%
WPEP
100
Walnut Private Equity Partners
Nebraska
$20.5M +$175K +6,000 +0.9%

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.