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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
PCP
1026
Proficio Capital Partners
Massachusetts
$257K
OFG
1027
Oxford Financial Group
Indiana
$255K +$1.55K +53 +0.6%
FSC
1028
Full Sail Capital
Oklahoma
$254K -$29.2K -1,000 -10%
HP
1029
Holistic Planning
Texas
$254K +$18.3K +628 +8%
CCM
1030
Canal Capital Management
Virginia
$253K +$964 +33 +0.4%
SAI
1031
Savvy Advisors Inc
New York
$253K +$25.6K +876 +11%
FFA
1032
Founders Financial Alliance
North Carolina
$253K +$1.2K +41 +0.5%
VA
1033
Valmark Advisers
Ohio
$252K
GMA
1034
Glassy Mountain Advisors
Maryland
$252K
PWP
1035
Principle Wealth Partners
Connecticut
$252K
BFC
1036
Blue Fin Capital
Rhode Island
$251K
AA
1037
Aire Advisors
California
$251K +$4.47K +153 +2%
PBC
1038
Pavion Blue Capital
California
$251K
PAMG
1039
Patton Albertson Miller Group
Tennessee
$251K
SSWM
1040
Smith Salley Wealth Management
North Carolina
$250K +$250K +8,571 New
FMII
1041
Farmers & Merchants Investments Inc
Nebraska
$248K -$29.2K -1,000 -10%
COCM
1042
Charter Oak Capital Management
New Hampshire
$248K +$249K +8,519 New
NCMW
1043
Northern Capital Management (Washington)
Washington
$247K +$32.4K +1,109 +15%
SAM
1044
Shikiar Asset Management
New York
$247K
SAM
1045
S.A. Mason
Michigan
$245K +$5.11K +175 +2%
MCCP
1046
Mission Creek Capital Partners
California
$245K +$246K +8,424 New
ATI
1047
ARK & TLK Investments
Oklahoma
$245K +$6.16K +211 +3%
QCM
1048
QRG Capital Management
Illinois
$244K -$33.8K -1,158 -12%
NRC
1049
New Republic Capital
North Carolina
$244K
PFM
1050
Phillips Financial Management
Indiana
$244K

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.