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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
DBIA
1126
Dumont & Blake Investment Advisors
New Jersey
$210K -$210K -7,201 -50%
SFS
1127
Summit Financial Strategies
Ohio
$209K
KC
1128
Kades & Cheifetz
Pennsylvania
$208K +$2.98K +102 +1%
FCH
1129
Freestone Capital Holdings
Washington
$208K -$55.2K -1,890 -21%
BCG
1130
Breakwater Capital Group
New Jersey
$208K -$14.6K -500 -7%
AIM
1131
Arcadia Investment Management
Michigan
$208K -$117K -4,000 -36%
BIA
1132
Barry Investment Advisors
Massachusetts
$206K +$29 +1 +0%
SFS
1133
Stiles Financial Services
Minnesota
$205K -$22K -752 -10%
WFM
1134
Wolff Financial Management
Michigan
$205K +$205K +7,034 New
GWSG
1135
GPS Wealth Strategies Group
Colorado
$205K +$175 +6 +0.1%
AIM
1136
Alhambra Investment Management
Florida
$204K -$438 -15 -0.2%
AWAG
1137
ARS Wealth Advisors Group
Florida
$204K +$205K +7,019 New
ATC
1138
Adirondack Trust Company
New York
$204K
BRG
1139
Bay Rivers Group
Virginia
$204K
BPFA
1140
Barnes Pettey Financial Advisors
Mississippi
$203K
BAM
1141
BOS Asset Management
Illinois
$203K
BFIC
1142
Bedell Frazier Investment Counselling
California
$203K -$14.2K -486 -7%
GCM
1143
Gibraltar Capital Management
Oklahoma
$202K
IBOK
1144
Independence Bank of Kentucky
Kentucky
$202K
RA
1145
RFG Advisory
Alabama
$201K -$53.7K -1,838 -21%
SF
1146
Symphony Financial
Texas
$201K +$199K +6,819 New
HIC
1147
Holderness Investments Company
North Carolina
$201K +$201K +6,895 New
RCM
1148
RNC Capital Management
California
$200K
CWC
1149
Carolinas Wealth Consulting
North Carolina
$196K
AP
1150
Atwood & Palmer
Missouri
$195K

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.