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Enterprise Products Partners

1,322 hedge funds and large institutions have $16.1B invested in Enterprise Products Partners in 2024 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 498 increasing their positions, 359 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more call options, than puts

Call options by funds: $366M | Put options by funds: $142M

43% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 56

39% more repeat investments, than reductions

Existing positions increased: 498 | Existing positions reduced: 359

1% more capital invested

Capital invested by funds: $16B → $16.1B (+$90.5M)

0.24% more ownership

Funds ownership: 25.31%25.55% (+0.24%)

0% more funds holding

Funds holding: 1,3201,322 (+2)

6% less funds holding in top 10

Funds holding in top 10: 6864 (-4)

Holders
1,322
Holders Change
+2
Holders Change %
+0.15%
% of All Funds
19.09%
Holding in Top 10
64
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5.88%
% of All Funds
0.92%
New
80
Increased
498
Reduced
359
Closed
56
Calls
$366M
Puts
$142M
Net Calls
+$224M
Net Calls Change
+$54.7M
Name Holding Trade Value Shares
Change
Change in
Stake
FA
1026
Fermata Advisors
California
$249K +$246K +8,584 New
MWM
1027
Mattern Wealth Management
Kansas
$247K -$5.99K -209 -2%
SAM
1028
Shikiar Asset Management
New York
$246K
AA
1029
Aire Advisors
California
$246K +$4.27K +149 +2%
YIA
1030
YHB Investment Advisors
Connecticut
$245K +$2.47K +86 +1%
SWA
1031
Sax Wealth Advisors
New Jersey
$245K
FCA
1032
FinTrust Capital Advisors
South Carolina
$245K +$1.2K +42 +0.5%
NRC
1033
New Republic Capital
North Carolina
$243K
FCCM
1034
First City Capital Management
Georgia
$243K
PFM
1035
Phillips Financial Management
Indiana
$243K
SWM
1036
Sendero Wealth Management
Texas
$243K
VCM
1037
Virtue Capital Management
Tennessee
$242K
LCM
1038
Leisure Capital Management
California
$241K
EFSCE
1039
Enterprise Financial Services Corp (EFSC)
Missouri
$241K
CHA
1040
Carmichael Hill & Associates
Maryland
$240K
CCP
1041
Carmel Capital Partners
California
$239K +$33.7K +1,175 +17%
E3F
1042
Eight 31 Financial
Texas
$239K
SAM
1043
S.A. Mason
Michigan
$239K
WMA
1044
Wealth Management Associates
New Jersey
$239K
WWM
1045
Western Wealth Management
Colorado
$239K +$1.15K +40 +0.5%
CCFM
1046
Clear Creek Financial Management
Washington
$238K +$1.72K +60 +0.7%
ATI
1047
ARK & TLK Investments
Oklahoma
$237K
SMA
1048
Seven Mile Advisory
New Jersey
$237K
HP
1049
Holistic Planning
Texas
$236K
NIC
1050
Northwest Investment Counselors
Oregon
$235K

EPD Hedge Fund Activity: Q2 2024 in Review

1,322 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Enterprise Products Partners (EPD) for Q2 2024, worth a combined $16.1B — up 0.57% from $16B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new EPD positions and 56 closed out — a net gain of 24 holders — while 498 added to existing stakes and 359 trimmed.

The largest buyer was Invesco, adding an estimated $98.6M. The largest seller was Mirae Asset Global Investments, exiting entirely with an estimated $216M sold.

  • 1,322 institutional investors held Enterprise Products Partners (EPD) as of Q2 2024, up from 1,320 in Q1 2024.
  • Funds reported $16.1B of Enterprise Products Partners stock for Q2 2024, up 0.57% quarter-over-quarter.
  • 80 funds opened new Enterprise Products Partners positions in Q2 2024 and 56 closed out, a net change of +24 holders.
  • The largest Enterprise Products Partners buyer in Q2 2024 was Invesco, an estimated $98.6M added.
  • The largest Enterprise Products Partners seller in Q2 2024 was Mirae Asset Global Investments, an estimated $216M sold.

Based on aggregated 13F filings for Q2 2024.