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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
National Bank of Canada
1301
National Bank of Canada
Quebec, Canada
$18.9K
SFA
1302
Semmax Financial Advisors
North Carolina
$18.6K +$292 +10 +2%
MSFP
1303
Mark Sheptoff Financial Planning
Connecticut
$18K
DWM
1304
Dogwood Wealth Management
Kansas
$17.9K +$321 +11 +2%
CAM
1305
Chesapeake Asset Management
New York
$17.5K
HC
1306
Hoese & Co
Minnesota
$17.5K
LWA
1307
Lowe Wealth Advisors
Maryland
$17.5K
SWC
1308
Spectrum Wealth Counsel
Indiana
$17.5K +$11.7K +400 +200%
SHIM
1309
Stone House Investment Management
Pennsylvania
$17.5K +$17.5K +600 New
T
1310
Tidemark
California
$17.1K +$175 +6 +1%
GI
1311
GAMMA Investing
California
$14.6K +$14.6K +500 New
APC
1312
Aspire Private Capital
North Carolina
$14.4K
BBPWM
1313
Blue Bell Private Wealth Management
Pennsylvania
$14.1K
TFGT
1314
TS Financial Group (TSFG)
Illinois
$14K +$234 +8 +2%
HWM
1315
HighMark Wealth Management
Minnesota
$12.5K +$58 +2 +0.5%
GEA
1316
Glen Eagle Advisors
New Jersey
$11.2K +$117 +4 +1%
TFIAP
1317
Towarzystwo Funduszy Inwestycyjnych Allianz Polska
Poland
$11.1K
FCG
1318
Financial Connections Group
California
$11K +$204 +7 +2%
NC
1319
NewSquare Capital
Pennsylvania
$10.9K
SL
1320
Salomon & Ludwin
Virginia
$9.98K
PPC
1321
Park Place Capital
Alabama
$9.72K
CMA
1322
Cedar Mountain Advisors
Oregon
$9.69K +$9.73K +333 New
MCA
1323
Maryland Capital Advisors
Maryland
$9.61K +$9.64K +330 New
RMC
1324
Resources Management Corp
Connecticut
$9K
BCA
1325
Bray Capital Advisors
Florida
$8.73K

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.