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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
SAM
1101
Satovsky Asset Management
New York
$220K +$9.64K +330 +5%
BMM
1102
Buffington Mohr McNeal
Idaho
$219K +$146 +5 +0.1%
PIA
1103
Perennial Investment Advisors
California
$219K +$16.4K +560 +8%
BWP
1104
Balboa Wealth Partners
Arizona
$219K +$219K +7,513 New
HNWA
1105
Henrickson Nauta Wealth Advisors
Michigan
$219K
FTCM
1106
First Trust Capital Management
Illinois
$219K +$219K +7,510 New
PGAM
1107
Princeton Global Asset Management
New Jersey
$219K +$10.2K +350 +5%
GSEP
1108
Golden State Equity Partners
California
$218K -$872K -29,852 -80%
EFP
1109
Elser Financial Planning
Indiana
$218K +$219K +7,488 New
SA
1110
Strategic Advisors
New York
$218K +$584 +20 +0.3%
BC
1111
Broadwater Capital
Massachusetts
$218K
CCM
1112
Colorado Capital Management
Colorado
$217K
DIS
1113
Diversified Investment Strategies
Louisiana
$216K
SDJVC
1114
St. Denis J. Villere & Co
Louisiana
$215K
MWA
1115
Martel Wealth Advisors
Washington
$215K
AWAP
1116
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$214K +$29 +1 +0%
FCCM
1117
First City Capital Management
Georgia
$213K -$31.3K -1,073 -13%
HTHT
1118
Hemenway Trust Hemenway Trust
New Hampshire
$213K
SMA
1119
Sage Mountain Advisors
Georgia
$212K -$14.6K -500 -6%
MFG
1120
Mosaic Financial Group
Illinois
$212K +$213K +7,290 New
VDI
1121
Vaughan David Investments
Illinois
$211K
STA
1122
Smith Thornton Advisors
Alabama
$211K
PJWM
1123
Philip James Wealth Mangement
Georgia
$211K +$211K +7,240 New
RDIA
1124
RE Dickinson Investment Advisors
Iowa
$210K +$67.2K +2,301 +47%
MW
1125
MBL Wealth
North Carolina
$210K

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.