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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 %
OLA
151
Oliver Luxxe Assets
New Jersey
$9.43M – – –
FCM
152
Fogel Capital Management
Florida
$9.37M -$272K -9,350 -3%
First Manhattan
153
First Manhattan
New York
$9.14M -$65.6K -2,255 -0.7%
CIA
154
Choate Investment Advisors
Massachusetts
$9.05M -$283K -9,715 -3%
DIM
155
Delta Investment Management
California
$8.99M +$468K +16,077 +5%
Brown Advisory
156
Brown Advisory
Maryland
$8.98M +$3.27M +112,219 +57%
EIA
157
Edgemoor Investment Advisors
Maryland
$8.94M -$250K -8,605 -3%
BA
158
Ballast Advisors
Minnesota
$8.88M -$53.4K -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 -$5.41K -186 -0.1%
Cohen & Steers
161
Cohen & Steers
New York
$8.83M -$743K -25,537 -8%
PFS
162
Prospera Financial Services
Texas
$8.69M -$20.4K -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 +$595K +20,307 +8%
SPIA
167
Steward Partners Investment Advisory
New York
$8.41M +$1.03M +35,540 +14%
SI
168
Stephens Inc
Arkansas
$8.31M -$47.6K -1,635 -0.6%
NA
169
NewEdge Advisors
Louisiana
$8.26M +$553K +18,990 +7%
DDPIC
170
Deroy & Devereaux Private Investment Counsel
Michigan
$8.12M +$29.1K +1,000 +0.4%
IF
171
Insight Folios
North Carolina
$8.09M +$402K +13,793 +5%
FIA
172
Foundations Investment Advisors
Arizona
$8.01M +$5.8M +199,098 +262%
Citigroup
173
Citigroup
New York
$7.68M +$2.41M +82,869 +46%
BWP
174
Baldwin Wealth Partners
Massachusetts
$7.57M -$308K -10,567 -4%
HAI
175
Hennessy Advisors Inc
California
$7.56M – – –
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