We are live on ! Find out more
EPD icon

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
RIA
1076
Realta Investment Advisors
Delaware
$232K -$195K -6,661 -46%
WJA
1077
Willis Johnson & Associates
Texas
$231K +$232K +7,946 New
BOS
1078
Bank of Stockton
California
$231K +$232K +7,932 New
WG
1079
Watchman Group
Texas
$231K
LWM
1080
LongView Wealth Management
Georgia
$229K +$230K +7,878 New
AHC
1081
Anderson Hoagland & Co
Missouri
$229K
IAP
1082
Indie Asset Partners
Indiana
$229K +$230K +7,862 New
SFG
1083
SevenBridge Financial Group
Pennsylvania
$229K
DW30
1084
Drucker Wealth 3.0
New Jersey
$228K +$229K +7,836 New
HAIM
1085
Hunter Associates Investment Management
Pennsylvania
$228K +$228K +7,806 New
AAG
1086
Armstrong Advisory Group
Massachusetts
$228K +$7.97K +273 +4%
EWA
1087
Encompass Wealth Advisors
Oregon
$228K
W
1088
WPWealth
Texas
$227K -$23.2K -795 -9%
CCA
1089
Cadent Capital Advisors
Oklahoma
$227K +$2.25K +77 +1%
DWAM
1090
Duncan Williams Asset Management
Tennessee
$226K +$227K +7,763 New
IP
1091
Intellectus Partners
California
$226K
KHCM
1092
Kirtland Hills Capital Management
Ohio
$225K -$38.5K -1,319 -15%
MW
1093
Maia Wealth
Colorado
$225K +$3.07K +105 +1%
AF
1094
Apexium Financial
Texas
$225K +$225K +7,713 New
ITIM
1095
Indiana Trust & Investment Management
Indiana
$224K
TLA
1096
Tanglewood Legacy Advisors
Texas
$223K
SAS
1097
Stelac Advisory Services
New York
$221K
LWM
1098
Lyell Wealth Management
California
$221K
CSC
1099
Caldwell Sutter Capital
California
$221K
FL
1100
FreeGulliver LLC
Louisiana
$220K +$15.2K +520 +7%

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.