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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 %
SWS
1351
SYSTM Wealth Solutions
Illinois
– -$1.77M -61,199 Closed
PL
1352
Parkwood LLC
Ohio
– -$1.34M -46,273 Closed
WMA
1353
West Michigan Advisors
Michigan
– -$794K -27,413 Closed
VPA
1354
Vernal Point Advisors
California
– -$753K -26,000 Closed
SW
1355
Simplicity Wealth
New Jersey
– -$609K -21,009 Closed
BHWM
1356
Beaird Harris Wealth Management
Texas
– -$603K -20,800 Closed
State Farm Mutual Automobile Insurance
1357
State Farm Mutual Automobile Insurance
Illinois
– -$580K -20,000 Closed
FHB
1358
First Hawaiian Bank
Hawaii
– -$529K -18,259 Closed
WPC
1359
White Pine Capital
Minnesota
– -$468K -16,140 Closed
SW
1360
SVB Wealth
Massachusetts
– -$359K -12,392 Closed
SAG
1361
SageView Advisory Group
California
– -$323K -11,133 Closed
DWM
1362
Diversify Wealth Management
Utah
– -$305K -10,954 Closed
BAAM
1363
Baker Avenue Asset Management
California
– -$313K -10,791 Closed
BC
1364
Belmont Capital
California
– -$290K -10,000 Closed
TL
1365
Tradewinds LLC
North Carolina
– -$259K -8,929 Closed
KP
1366
Keel Point
Alabama
– -$250K -8,852 Closed
CFA
1367
Capstone Financial Advisors
Illinois
– -$254K -8,756 Closed
MSFS
1368
Main Street Financial Solutions
Pennsylvania
– -$253K -8,730 Closed
NFSG
1369
Newbridge Financial Services Group
Florida
– -$250K -8,627 Closed
SWA
1370
Sax Wealth Advisors
New Jersey
– -$245K -8,458 Closed
EFSCE
1371
Enterprise Financial Services Corp (EFSC)
Missouri
– -$241K -8,302 Closed
WTB
1372
Washington Trust Bank
Washington
– -$233K -8,041 Closed
BDWCC
1373
B&D White Capital Company
Texas
– -$231K -7,986 Closed
PSP
1374
Pacific Sage Partners
Washington
– -$224K -7,715 Closed
WPW
1375
Waldron Private Wealth
Pennsylvania
– -$218K -7,525 Closed
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