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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
FCAS
1251
First Command Advisory Services
Texas
$43.7K
DCM
1252
Davis Capital Management
Florida
$42K
BAM
1253
Bellevue Asset Management
Washington
$41.1K +$204 +7 +0.5%
OLVIG
1254
Oliver Lagore Vanvalin Investment Group
Michigan
$39.9K -$2.77K -95 -6%
MSG
1255
Main Street Group
Virginia
$38.9K -$12.1K -415 -24%
SC
1256
SouthState Corp
Florida
$38.8K
FNWA
1257
Financial Network Wealth Advisors
Utah
$38.7K +$28.3K +968 +267%
JFA
1258
JNBA Financial Advisors
Minnesota
$38.5K
RA
1259
Rational Advisors
New York
$37.6K -$6.05K -207 -14%
MWA
1260
MFA Wealth Advisors
Pennsylvania
$37.1K
EIM
1261
Essex Investment Management
Massachusetts
$36.9K
Kayne Anderson Rudnick Investment Management
1262
Kayne Anderson Rudnick Investment Management
California
$36.7K +$26.3K +900 +250%
GPI
1263
General Partner Inc
Pennsylvania
$36.4K
SWM
1264
Sanctuary Wealth Management
Idaho
$36K +$36.1K +1,236 New
CCC
1265
Chelsea Counsel Company
California
$34.9K
AssetMark Inc
1266
AssetMark Inc
California
$34.8K +$34.7K +1,188 +19,800%
BFS
1267
Burkett Financial Services
South Carolina
$32.7K +$584 +20 +2%
DPW
1268
DiNuzzo Private Wealth
Pennsylvania
$32K +$29.2K +1,000 +1,000%
CB
1269
Community Bank
New York
$32K
KA
1270
Kozak & Associates
Colorado
$31K +$555 +19 +2%
FPFS
1271
First Personal Financial Services
North Carolina
$30.7K
PCFFS
1272
Pacific Center for Financial Services
California
$30.6K
GIA
1273
GHP Investment Advisors
Colorado
$29.1K -$4K -137 -12%
MWM
1274
Mascoma Wealth Management
New Hampshire
$29.1K
SC
1275
Stephens Consulting
Michigan
$29.1K

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.