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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
OLA
151
Oliver Luxxe Assets
New Jersey
$9.43M
FCM
152
Fogel Capital Management
Florida
$9.37M -$273K -9,350 -3%
First Manhattan
153
First Manhattan
New York
$9.14M -$65.9K -2,255 -0.7%
CIA
154
Choate Investment Advisors
Massachusetts
$9.05M -$284K -9,715 -3%
DIM
155
Delta Investment Management
California
$8.99M +$470K +16,077 +5%
Brown Advisory
156
Brown Advisory
Maryland
$8.98M +$3.28M +112,219 +57%
EIA
157
Edgemoor Investment Advisors
Maryland
$8.94M -$251K -8,605 -3%
BA
158
Ballast Advisors
Minnesota
$8.88M -$53.6K -1,834 -0.6%
MIS
159
Morningstar Investment Services
Illinois
$8.88M +$32K +1,096 +0.4%
Pathstone Holdings
160
Pathstone Holdings
New Jersey
$8.87M -$5.43K -186 -0.1%
Cohen & Steers
161
Cohen & Steers
New York
$8.82M -$746K -25,537 -8%
PFS
162
Prospera Financial Services
Texas
$8.69M -$20.5K -701 -0.2%
BRWA
163
B. Riley Wealth Advisors
Florida
$8.69M -$9.93M -339,976 -53%
ASN
164
Advisory Services Network
Georgia
$8.51M
NFC
165
Northeast Financial Consultants
Connecticut
$8.47M
Mercer Global Advisors
166
Mercer Global Advisors
Colorado
$8.46M +$593K +20,307 +8%
SPIA
167
Steward Partners Investment Advisory
New York
$8.41M +$1.04M +35,540 +14%
SI
168
Stephens Inc
Arkansas
$8.31M -$47.8K -1,635 -0.6%
NA
169
NewEdge Advisors
Louisiana
$8.26M +$555K +18,990 +7%
DDPIC
170
Deroy & Devereaux Private Investment Counsel
Michigan
$8.12M +$29.2K +1,000 +0.4%
IF
171
Insight Folios
North Carolina
$8.09M +$403K +13,793 +5%
FIA
172
Foundations Investment Advisors
Arizona
$8.01M +$5.82M +199,098 +262%
Citigroup
173
Citigroup
New York
$7.68M +$2.42M +82,869 +46%
BWP
174
Baldwin Wealth Partners
Massachusetts
$7.57M -$309K -10,567 -4%
HAI
175
Hennessy Advisors Inc
California
$7.56M

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.