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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
SEP
1001
Southland Equity Partners
Missouri
$274K -$1.17K -40 -0.4%
OFW
1002
Omnia Family Wealth
Florida
$273K
CA
1003
Continuum Advisory
Idaho
$272K -$55.4K -1,895 -18%
LSA
1004
L & S Advisors
California
$272K
BAG
1005
Bridgewealth Advisory Group
California
$272K -$85.1K -2,915 -24%
MWM
1006
Mattern Wealth Management
Kansas
$271K +$23.4K +800 +9%
PWA
1007
Physician Wealth Advisors
Utah
$270K
CCP
1008
Carmel Capital Partners
California
$270K +$29.9K +1,022 +12%
SWM
1009
Sendero Wealth Management
Texas
$268K +$24.2K +827 +10%
PFA
1010
Pathway Financial Advisers
Indiana
$266K +$219M +7,494,224 +2,863%
CCFM
1011
Clear Creek Financial Management
Washington
$266K +$27.3K +936 +11%
SL
1012
Summitry LLC
California
$265K
EWA
1013
Emergent Wealth Advisors
New York
$265K
CT
1014
Clearstead Trust
Maine
$264K -$1.28K -44 -0.5%
QCM
1015
Quantinno Capital Management
New York
$263K +$264K +9,050 New
CVA
1016
Central Valley Advisors
California
$262K
SCM
1017
Sterneck Capital Management
Missouri
$262K
ABLA
1018
Alan B. Lancz & Associates
Ohio
$262K
SFA
1019
Souders Financial Advisors
Ohio
$261K +$2.07K +71 +0.8%
ONST
1020
Old North State Trust
North Carolina
$261K
LA
1021
LexAurum Advisors
Kansas
$260K -$32.3K -1,107 -11%
HAM
1022
Harmony Asset Management
Arizona
$259K +$8.88K +304 +4%
CT
1023
Coastline Trust
Rhode Island
$259K
CAL
1024
Capital Advisors Ltd
Ohio
$259K +$701 +24 +0.3%
GB
1025
Goepper Burkhardt
South Carolina
$258K

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.