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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
DA
326
Doliver Advisors
Texas
$3.11M +$18.9K +615 +0.6%
CCA
327
Cobblestone Capital Advisors
New York
$3.1M +$338 +11 +0%
WAP
328
Wealthcare Advisory Partners
Pennsylvania
$3.05M -$30.8K -1,003 -1%
JIC
329
Joel Isaacson & Co
New York
$3.01M +$1.97K +64 +0.1%
CA
330
CoreCap Advisors
Michigan
$2.99M +$298K +9,706 +11%
WA
331
Waverly Advisors
Alabama
$2.99M -$359K -11,686 -11%
VanEck Associates
332
VanEck Associates
New York
$2.98M +$310K +10,090 +12%
PA
333
Pinnacle Associates
New York
$2.95M -$1.18M -38,536 -29%
CM
334
Castleark Management
Illinois
$2.93M
WSFS
335
Wilmington Savings Fund Society
Delaware
$2.92M +$43.6K +1,420 +2%
LA
336
Legacy Advisors
Pennsylvania
$2.92M -$28K -913 -1%
Sumitomo Mitsui Trust Group
337
Sumitomo Mitsui Trust Group
Japan
$2.92M -$246K -8,000 -8%
VFA
338
Valeo Financial Advisors
Indiana
$2.89M -$392K -12,776 -12%
HFS
339
Howard Financial Services
Texas
$2.89M +$45.6K +1,484 +2%
SG
340
StoneX Group
New York
$2.89M +$2.83M +91,998 New
CL
341
Choreo LLC
Illinois
$2.88M -$19.5K -634 -0.7%
AA
342
AlphaQ Advisors
Florida
$2.87M -$80.6K -2,625 -3%
PA
343
Paragon Advisors
Texas
$2.8M -$30.7K -1,000 -1%
TCM
344
Tufton Capital Management
Maryland
$2.79M +$12.4K +403 +0.5%
MIM
345
Morningstar Investment Management
Illinois
$2.77M -$1.39M -45,389 -34%
BTI
346
Blue Trust Inc
Georgia
$2.77M +$261K +8,495 +11%
OCM
347
Osterweis Capital Management
California
$2.75M
CL
348
COWA LLC
Oklahoma
$2.75M +$61.8K +2,013 +2%
PH
349
Pinnacle Holdings
Oklahoma
$2.75M -$108K -3,531 -4%
MML Investors Services
350
MML Investors Services
Massachusetts
$2.72M -$1.26M -40,921 -32%

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.