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Enterprise Products Partners
EPD

Overview Fund Activity

1,312 hedge funds and large institutions have $16.1B invested in Enterprise Products Partners in 2024 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 495 increasing their positions, 356 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,312
Holders Change
-1
Holders Change %
-0.08%
% of All Funds
19.08%
Holding in Top 10
64
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5.88%
% of All Funds
0.93%
New
78
Increased
495
Reduced
356
Closed
56
Calls
$366M
Puts
$142M
Net Calls
+$224M
Net Calls Change
+$54.7M

Top Buyers

1
Invesco
Invesco
Georgia
$739M
2
Bank of America
Bank of America
North Carolina
$366M
3
Morgan Stanley
Morgan Stanley
New York
$654M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$383M
5
AA
ALPS Advisors
Colorado
$1.11B

Top Sellers

1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$0
2
GA
GFS Advisors
Texas
$1.45M
3
ClearBridge Investments
ClearBridge Investments
New York
$290M
4
EIP
Energy Income Partners
Connecticut
$408M
5
Blackstone Inc
Blackstone Inc
New York
$647M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jones Financial Companies
976
Jones Financial Companies
Missouri
$278K +$155K +5,343 +125%
QCM
977
QRG Capital Management
Illinois
$277K +$15.7K +541 +6%
FMII
978
Farmers & Merchants Investments Inc
Nebraska
$276K – – –
PWA
979
Physician Wealth Advisors
Utah
$274K – – –
SEP
980
Southland Equity Partners
Missouri
$274K -$406 -14 -0.1%
TW
981
TrinityPoint Wealth
Connecticut
$274K +$522 +18 +0.2%
OFW
982
Omnia Family Wealth
Florida
$272K – – –
SWP
983
Strategic Wealth Partners
Ohio
$272K – – –
LSA
984
L & S Advisors
California
$271K +$53.3K +1,840 +25%
WAM
985
WFA Asset Management
Wisconsin
$270K +$19.1K +659 +8%
GFS
986
GYL Financial Synergies
Connecticut
$267K -$1.45K -50 -0.5%
ACM
987
AlphaStar Capital Management
North Carolina
$266K +$16.1K +556 +6%
SL
988
Summitry LLC
California
$264K – – –
CT
989
Clearstead Trust
Maine
$264K – – –
KHCM
990
Kirtland Hills Capital Management
Ohio
$263K -$2.9K -100 -1%
FCH
991
Freestone Capital Holdings
Washington
$262K +$11.6K +401 +5%
SCM
992
Sterneck Capital Management
Missouri
$261K – – –
ABLA
993
Alan B. Lancz & Associates
Ohio
$261K +$261K +8,996 New
CA
994
Cornerstone Advisory
Maryland
$260K -$167K -5,750 -39%
ONST
995
Old North State Trust
North Carolina
$260K – – –
TL
996
Tradewinds LLC
North Carolina
$259K +$259K +8,929 New
SFA
997
Souders Financial Advisors
Ohio
$258K +$1.97K +68 +0.8%
CT
998
Coastline Trust
Rhode Island
$258K +$13K +450 +5%
VCA
999
Verdence Capital Advisors
Maryland
$257K +$290 +10 +0.1%
CAL
1000
Capital Advisors Ltd
Ohio
$257K +$5.68K +196 +2%
38 39
40
41 42