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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
PWMG
1351
Prestige Wealth Management Group
New Jersey
$728 +$730 +25 New
WGS
1352
Washington Growth Strategies
District of Columbia
$500 +$438 +15 New
DWM
1353
Darwin Wealth Management
Florida
$466 +$467 +16 New
CA
1354
Crewe Advisors
Utah
$437 -$114K -3,908 -100%
WFA
1355
West Financial Advisors
Iowa
$423 +$29 +1 +7%
CMP
1356
Coston McIsaac & Partners
Maine
$130 +$2.34K +80 +2%
4FG
1357
4Thought Financial Group
New York
$4
PIWA
1358
Prevail Innovative Wealth Advisors
Kansas
-$2.77M -95,623 Closed
NPT
1359
National Philanthropic Trust
Pennsylvania
-$2.66M -91,765 Closed
Wolverine Trading
1360
Wolverine Trading
Illinois
-$2.29M -78,356 Closed
SWS
1361
SYSTM Wealth Solutions
Illinois
-$1.77M -61,199 Closed
PL
1362
Parkwood LLC
Ohio
-$1.34M -46,273 Closed
WMA
1363
West Michigan Advisors
Michigan
-$794K -27,413 Closed
VPA
1364
Vernal Point Advisors
California
-$753K -26,000 Closed
SW
1365
Simplicity Wealth
New Jersey
-$609K -21,009 Closed
BHWM
1366
Beaird Harris Wealth Management
Texas
-$603K -20,800 Closed
State Farm Mutual Automobile Insurance
1367
State Farm Mutual Automobile Insurance
Illinois
-$580K -20,000 Closed
FHB
1368
First Hawaiian Bank
Hawaii
-$529K -18,259 Closed
WPC
1369
White Pine Capital
Minnesota
-$468K -16,140 Closed
SW
1370
SVB Wealth
Massachusetts
-$359K -12,392 Closed
SAG
1371
SageView Advisory Group
California
-$323K -11,133 Closed
DWM
1372
Diversify Wealth Management
Utah
-$305K -10,954 Closed
BAAM
1373
Baker Avenue Asset Management
California
-$313K -10,791 Closed
BC
1374
Belmont Capital
California
-$290K -10,000 Closed
TL
1375
Tradewinds LLC
North Carolina
-$259K -8,929 Closed

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.