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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 %
GB
1001
Goepper Burkhardt
South Carolina
$256K – – –
PCP
1002
Proficio Capital Partners
Massachusetts
$256K – – –
CFA
1003
Capstone Financial Advisors
Illinois
$254K -$1.54K -53 -0.6%
RA
1004
RFG Advisory
Alabama
$254K -$31.5K -1,087 -11%
MSFS
1005
Main Street Financial Solutions
Pennsylvania
$253K +$22.3K +770 +10%
OFG
1006
Oxford Financial Group
Indiana
$252K +$252K +8,691 New
CCM
1007
Canal Capital Management
Virginia
$251K +$45K +1,553 +22%
VA
1008
Valmark Advisers
Ohio
$251K – – –
GMA
1009
Glassy Mountain Advisors
Maryland
$251K – – –
PWP
1010
Principle Wealth Partners
Connecticut
$251K +$6.67K +230 +3%
FFA
1011
Founders Financial Alliance
North Carolina
$250K -$112K -3,853 -31%
KP
1012
Keel Point
Alabama
$250K +$250K +8,852 New
BFC
1013
Blue Fin Capital
Rhode Island
$250K – – –
NFSG
1014
Newbridge Financial Services Group
Florida
$250K +$2.61K +90 +1%
PBC
1015
Pavion Blue Capital
California
$250K – – –
HAM
1016
Harmony Asset Management
Arizona
$249K -$4.06K -140 -2%
PAMG
1017
Patton Albertson Miller Group
Tennessee
$249K +$249K +8,606 New
W
1018
WPWealth
Texas
$249K +$406 +14 +0.2%
IEFM
1019
IQ EQ Fund Management
Ireland
$249K – – –
FA
1020
Fermata Advisors
California
$249K +$249K +8,584 New
MWM
1021
Mattern Wealth Management
Kansas
$247K -$6.06K -209 -2%
SAM
1022
Shikiar Asset Management
New York
$246K – – –
AA
1023
Aire Advisors
California
$246K +$4.32K +149 +2%
YIA
1024
YHB Investment Advisors
Connecticut
$245K +$2.49K +86 +1%
SWA
1025
Sax Wealth Advisors
New Jersey
$245K – – –
39 40
41
42 43