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Enterprise Products Partners

1,322 hedge funds and large institutions have $16.1B invested in Enterprise Products Partners in 2024 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 498 increasing their positions, 359 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more call options, than puts

Call options by funds: $366M | Put options by funds: $142M

43% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 56

39% more repeat investments, than reductions

Existing positions increased: 498 | Existing positions reduced: 359

1% more capital invested

Capital invested by funds: $16B → $16.1B (+$90.5M)

0.24% more ownership

Funds ownership: 25.31%25.55% (+0.24%)

0% more funds holding

Funds holding: 1,3201,322 (+2)

6% less funds holding in top 10

Funds holding in top 10: 6864 (-4)

Holders
1,322
Holders Change
+2
Holders Change %
+0.15%
% of All Funds
19.09%
Holding in Top 10
64
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5.88%
% of All Funds
0.92%
New
80
Increased
498
Reduced
359
Closed
56
Calls
$366M
Puts
$142M
Net Calls
+$224M
Net Calls Change
+$54.7M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1351
Meridian Wealth Management
Kentucky
-$329K -11,289 Closed
KFA
1352
Kelleher Financial Advisors
New York
-$308K -10,553 Closed
PWMAG
1353
Pinnacle Wealth Management Advisory Group
New Jersey
-$307K -10,531 Closed
CIC
1354
Chase Investment Counsel
Virginia
-$304K -10,423 Closed
MC
1355
Middleton & Co
Massachusetts
-$288K -9,872 Closed
DFG
1356
Delta Financial Group
New Jersey
-$288K -9,856 Closed
CCWM
1357
Cassaday & Co Wealth Management
Virginia
-$271K -9,272 Closed
CCM
1358
Coldstream Capital Management
Washington
-$269K -9,230 Closed
WFM
1359
Wolff Financial Management
Michigan
-$258K -8,834 Closed
SB
1360
Strategic Blueprint
Georgia
-$249K -8,540 Closed
COCM
1361
Charter Oak Capital Management
New Hampshire
-$246K -8,415 Closed
PB
1362
Pinnacle Bancorp
Nebraska
-$232K -7,940 Closed
FTCM
1363
First Trust Capital Management
Illinois
-$219K -7,510 Closed
ACA
1364
Aptus Capital Advisors
Alabama
-$217K -7,422 Closed
CBT
1365
CoreFirst Bank & Trust
Kansas
-$214K -7,320 Closed
AWAG
1366
ARS Wealth Advisors Group
Florida
-$213K -7,289 Closed
MPCA
1367
Madison Park Capital Advisors
Washington
-$210K -7,200 Closed
RCG
1368
Regatta Capital Group
California
-$205K -7,036 Closed
Prudential Financial
1369
Prudential Financial
New Jersey
-$204K -7,007 Closed
FIM
1370
Fernwood Investment Management
Massachusetts
-$198K -6,775 Closed
FFWM
1371
Future Financial Wealth Management
Ohio
-$179K -6,130 Closed
FFWA
1372
FRG Family Wealth Advisors
Washington
-$70.2K -2,500 Closed
TC
1373
Truvestments Capital
Florida
-$63.8K -2,186 Closed
LF
1374
LifeSteps Financial
California
-$61.8K -2,119 Closed
PAM
1375
Palisade Asset Management
Minnesota
-$29.2K -1,000 Closed

EPD Hedge Fund Activity: Q2 2024 in Review

1,322 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Enterprise Products Partners (EPD) for Q2 2024, worth a combined $16.1B — up 0.57% from $16B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new EPD positions and 56 closed out — a net gain of 24 holders — while 498 added to existing stakes and 359 trimmed.

The largest buyer was Invesco, adding an estimated $98.6M. The largest seller was Mirae Asset Global Investments, exiting entirely with an estimated $216M sold.

  • 1,322 institutional investors held Enterprise Products Partners (EPD) as of Q2 2024, up from 1,320 in Q1 2024.
  • Funds reported $16.1B of Enterprise Products Partners stock for Q2 2024, up 0.57% quarter-over-quarter.
  • 80 funds opened new Enterprise Products Partners positions in Q2 2024 and 56 closed out, a net change of +24 holders.
  • The largest Enterprise Products Partners buyer in Q2 2024 was Invesco, an estimated $98.6M added.
  • The largest Enterprise Products Partners seller in Q2 2024 was Mirae Asset Global Investments, an estimated $216M sold.

Based on aggregated 13F filings for Q2 2024.