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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
AA
1
ALPS Advisors
Colorado
$1.11B -$9.98M -341,758 -0.9%
Invesco
2
Invesco
Georgia
$778M +$35.5M +1,214,307 +5%
Goldman Sachs
3
Goldman Sachs
New York
$616M +$32.5M +1,114,179 +6%
American Century Companies
4
American Century Companies
Missouri
$611M +$47.9M +1,638,376 +8%
Morgan Stanley
5
Morgan Stanley
New York
$552M -$105M -3,593,346 -16%
Fayez Sarofim & Co
6
Fayez Sarofim & Co
Texas
$509M -$2.04M -69,851 -0.4%
Blackstone Inc
7
Blackstone Inc
New York
$493M -$157M -5,367,712 -24%
Neuberger Berman Group
8
Neuberger Berman Group
New York
$468M -$4.59M -157,310 -1%
TCA
9
Tortoise Capital Advisors
Kansas
$455M -$17.1M -586,281 -4%
Bank of America
10
Bank of America
North Carolina
$429M +$61.3M +2,098,375 +17%
EIP
11
Energy Income Partners
Connecticut
$421M +$11.9M +407,384 +3%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$420M +$35.8M +1,225,988 +9%
UBS Group
13
UBS Group
Switzerland
$396M +$78.4M +2,682,774 +25%
KACA
14
Kayne Anderson Capital Advisors
California
$339M -$3.21M -109,870 -0.9%
ClearBridge Investments
15
ClearBridge Investments
New York
$293M +$2.18M +74,490 +0.7%
Mirae Asset Global ETFs Holdings
16
Mirae Asset Global ETFs Holdings
Hong Kong
$282M +$19.6M +670,295 +7%
CIBC Private Wealth Group
17
CIBC Private Wealth Group
Georgia
$278M -$1.23M -42,243 -0.4%
BlackRock
18
BlackRock
New York
$271M -$7.29M -249,649 -3%
Ensign Peak Advisors
19
Ensign Peak Advisors
Utah
$264M -$5.83M -199,735 -2%
Principal Financial Group
20
Principal Financial Group
Iowa
$172M -$1.01M -34,746 -0.6%
CCM
21
Chickasaw Capital Management
Tennessee
$160M -$471K -16,139 -0.3%
FCM
22
Fairholme Capital Management
Florida
$159M +$237K +8,100 +0.1%
WHG
23
Westwood Holdings Group
Texas
$153M -$4.52M -154,774 -3%
WRBC
24
W.R. Berkley Corp
Connecticut
$148M
HCM
25
Hamlin Capital Management
New York
$143M +$711K +24,335 +0.5%

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.