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Enterprise Products Partners

1,441 hedge funds and large institutions have $17.5B invested in Enterprise Products Partners in 2024 Q4 according to their latest regulatory filings, with 167 funds opening new positions, 527 increasing their positions, 377 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 167 | Existing positions closed: 59

118% more call options, than puts

Call options by funds: $459M | Put options by funds: $211M

40% more repeat investments, than reductions

Existing positions increased: 527 | Existing positions reduced: 377

21% more funds holding in top 10

Funds holding in top 10: 5870 (+12)

9% more capital invested

Capital invested by funds: $16.2B → $17.5B (+$1.4B)

6% more funds holding

Funds holding: 1,3551,441 (+86)

0.52% less ownership

Funds ownership: 25.98%25.46% (-0.52%)

Holders
1,441
Holders Change
+86
Holders Change %
+6.35%
% of All Funds
18.98%
Holding in Top 10
70
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+20.69%
% of All Funds
0.92%
New
167
Increased
527
Reduced
377
Closed
59
Calls
$459M
Puts
$211M
Net Calls
+$248M
Net Calls Change
+$81.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BIM
226
Baldwin Investment Management
Pennsylvania
$5.88M -$335K -10,908 -5%
SA
227
Sage Advisors
Colorado
$5.84M +$109K +3,553 +2%
EWA
228
EP Wealth Advisors
California
$5.73M -$395K -12,856 -7%
CCA
229
Childress Capital Advisors
Texas
$5.67M -$295K -9,600 -5%
MGIA
230
Moneta Group Investment Advisors
Missouri
$5.65M +$203K +6,620 +4%
CWP
231
CFM Wealth Partners
Texas
$5.64M -$31.5K -1,026 -0.6%
BL
232
BFSG LLC
California
$5.55M -$42.3K -1,377 -0.8%
JF
233
Jump Financial
Illinois
$5.46M +$4.92M +160,109 +1,157%
PHS
234
Pekin Hardy Strauss
Illinois
$5.41M +$18.4K +600 +0.3%
LW
235
Linscomb Wealth
Texas
$5.4M -$33.3K -1,084 -0.6%
ACM
236
Ashford Capital Management
Delaware
$5.35M +$827K +26,930 +19%
HH
237
Hilltop Holdings
Texas
$5.34M +$2.05M +66,611 +64%
AA
238
Ancora Advisors
Ohio
$5.31M +$10.8K +353 +0.2%
Franklin Resources
239
Franklin Resources
California
$5.29M +$357K +11,626 +7%
BCM
240
Birch Capital Management
Texas
$5.29M +$14.3K +465 +0.3%
Boston Partners
241
Boston Partners
Massachusetts
$5.21M -$331K -10,777 -6%
AI
242
ArchPoint Investors
Florida
$5.19M +$15.5K +504 +0.3%
Kovitz Investment Group Partners
243
Kovitz Investment Group Partners
Illinois
$5.11M +$119K +3,871 +2%
Bessemer Group
244
Bessemer Group
New Jersey
$5.11M +$979K +31,866 +24%
AC
245
Annandale Capital
Texas
$5.08M -$459K -14,949 -8%
ADBIC
246
A.D. Beadell Investment Counsel
Wisconsin
$5.03M +$15.4K +500 +0.3%
BFS
247
Bard Financial Services
Connecticut
$5M -$505K -16,425 -9%
SC
248
Scotia Capital
Ontario, Canada
$4.94M -$25.2K -820 -0.5%
IFG
249
Independent Financial Group
California
$4.89M +$415K +13,515 +9%
AAM
250
AR Asset Management
California
$4.89M

EPD Hedge Fund Activity: Q4 2024 in Review

1,441 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Enterprise Products Partners (EPD) for Q4 2024, worth a combined $17.5B — up 8.6% from $16.2B a quarter earlier.

Buyers outnumbered sellers: 167 funds opened new EPD positions and 59 closed out — a net gain of 108 holders — while 527 added to existing stakes and 377 trimmed.

The largest buyer was Kayne Anderson Capital Advisors, adding an estimated $59.8M. The largest seller was Pathway Financial Advisers, cutting an estimated $230M.

  • 1,441 institutional investors held Enterprise Products Partners (EPD) as of Q4 2024, up from 1,355 in Q3 2024.
  • Funds reported $17.5B of Enterprise Products Partners stock for Q4 2024, up 8.6% quarter-over-quarter.
  • 167 funds opened new Enterprise Products Partners positions in Q4 2024 and 59 closed out, a net change of +108 holders.
  • The largest Enterprise Products Partners buyer in Q4 2024 was Kayne Anderson Capital Advisors, an estimated $59.8M added.
  • The largest Enterprise Products Partners seller in Q4 2024 was Pathway Financial Advisers, an estimated $230M sold.

Based on aggregated 13F filings for Q4 2024.