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Enterprise Products Partners
EPD

Overview Fund Activity

1,346 hedge funds and large institutions have $16.1B invested in Enterprise Products Partners in 2024 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 527 increasing their positions, 372 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,346
Holders Change
+34
Holders Change %
+2.59%
% of All Funds
19.47%
Holding in Top 10
58
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-9.38%
% of All Funds
0.84%
New
100
Increased
527
Reduced
372
Closed
45
Calls
$347M
Puts
$180M
Net Calls
+$167M
Net Calls Change
-$57.8M

Top Buyers

1
UBS Group
UBS Group
Switzerland
$396M
2
Bank of America
Bank of America
North Carolina
$429M
3
American Century Companies
American Century Companies
Missouri
$611M
4
Barclays
Barclays
United Kingdom
$73.7M
5
WHRC
W.H. Reaves & Co
New Jersey
$105M

Top Sellers

1
Blackstone Inc
Blackstone Inc
New York
$493M
2
Morgan Stanley
Morgan Stanley
New York
$552M
3
Nomura Holdings
Nomura Holdings
Japan
$342K
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$89.2M
5
TCA
Tortoise Capital Advisors
Kansas
$455M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
1326
Penserra Capital Management
California
$5K +$164 +6 +3%
SC
1327
Swan Capital
Florida
$4.47K +$4.47K +153 New
MIM
1328
Macroview Investment Management
Maryland
$4.37K – – –
TFM
1329
TFC Financial Management
Massachusetts
$3.87K – – –
RWM
1330
Reston Wealth Management
Virginia
$3.62K +$3.62K +124 New
GPFA
1331
Game Plan Financial Advisors
Ohio
$2.91K – – –
FUBT
1332
First United Bank & Trust
Maryland
$2.91K – – –
IRAG
1333
Investment Research & Advisory Group
Georgia
$2.85K – – –
GM
1334
GeoWealth Management
Illinois
$2.53K +$2.53K +87 New
TCM
1335
Tradewinds Capital Management
Washington
$2.33K – – –
HFS
1336
Horizon Financial Services
North Carolina
$2.19K +$29 +1 +1%
SIS
1337
Strategic Investment Solutions
Illinois
$2.18K +$1.31K +45 +150%
SFCL
1338
Strengthening Families & Communities LLC
Massachusetts
$1.99K +$29 +1 +1%
Nisa Investment Advisors
1339
Nisa Investment Advisors
Missouri
$1.69K – – –
CJ
1340
Caitlin John
Michigan
$1.25K – – –
DWA
1341
Delos Wealth Advisors
Texas
$770 – – –
PWMG
1342
Prestige Wealth Management Group
New Jersey
$728 +$728 +25 New
WGS
1343
Washington Growth Strategies
District of Columbia
$500 +$500 +15 New
DWM
1344
Darwin Wealth Management
Florida
$466 +$466 +16 New
CA
1345
Crewe Advisors
Utah
$437 -$114K -3,908 -100%
WFA
1346
West Financial Advisors
Iowa
$423 +$28 +1 +7%
CMP
1347
Coston McIsaac & Partners
Maine
$130 +$2 +80 +2%
4FG
1348
4Thought Financial Group
New York
$4 – – –
PIWA
1349
Prevail Innovative Wealth Advisors
Kansas
– -$2.77M -95,623 Closed
Wolverine Trading
1350
Wolverine Trading
Illinois
– -$2.27M -78,356 Closed
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