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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
CIG
176
Cullen Investment Group
Louisiana
$7.53M +$57.8K +1,979 +0.8%
AM
177
Account Management
Massachusetts
$7.48M -$584K -20,000 -7%
AFG
178
American Financial Group
Ohio
$7.42M
Northwestern Mutual Wealth Management
179
Northwestern Mutual Wealth Management
Wisconsin
$7.3M +$991K +33,914 +16%
SVWAG
180
Sound View Wealth Advisors Group
Georgia
$7.29M +$52.6K +1,800 +0.7%
CCM
181
Chilton Capital Management
Texas
$7.19M +$106K +3,632 +1%
RIG
182
Renaissance Investment Group
Massachusetts
$7.13M -$145K -4,956 -2%
SOAMC
183
Spirit of America Management Corp
New York
$7.12M
SS
184
Sunbelt Securities
Texas
$7.11M +$1.14M +39,166 +19%
AAA
185
Adams Asset Advisors
Texas
$7.11M
AllianceBernstein
186
AllianceBernstein
Tennessee
$6.96M +$6.41M +219,300 +1,112%
SWM
187
Segment Wealth Management
Texas
$6.92M -$207K -7,090 -3%
Luther King Capital Management (LKCM)
188
Luther King Capital Management (LKCM)
Texas
$6.9M +$30.7K +1,050 +0.4%
HSBC Holdings
189
HSBC Holdings
United Kingdom
$6.86M -$6.57M -224,811 -49%
RCP
190
Rothschild Capital Partners
New York
$6.77M +$318K +10,893 +5%
SSWM
191
Sheets Smith Wealth Management
North Carolina
$6.76M -$363K -12,420 -5%
Northern Trust
192
Northern Trust
Illinois
$6.73M +$567K +19,395 +9%
WC
193
Wexford Capital
Florida
$6.66M -$1.17M -40,000 -15%
KAS
194
Kestra Advisory Services
Texas
$6.66M -$7.41M -253,562 -53%
NFG
195
Nations Financial Group
Iowa
$6.64M +$254K +8,680 +4%
RIL
196
Rothschild Investment LLC
Illinois
$6.54M -$75.9K -2,600 -1%
HIP
197
HUB Investment Partners
Texas
$6.47M +$97.8K +3,347 +2%
GHAM
198
Gilman Hill Asset Management
Connecticut
$6.45M +$136K +4,658 +2%
BFS
199
Bradley Foster & Sargent
Connecticut
$6.41M +$12K +412 +0.2%
EWM
200
Evercore Wealth Management
New York
$6.35M -$27.5K -940 -0.4%

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.