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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
NRS
376
Neville Rodie & Shaw
New York
$2.32M -$34.4K -1,121 -1%
EI
377
EDMP Inc
Florida
$2.32M
OAM
378
Oppenheimer Asset Management
New York
$2.31M +$66.4K +2,162 +3%
EAM
379
Evanson Asset Management
California
$2.3M +$9.4K +306 +0.4%
CCG
380
Chatham Capital Group
Georgia
$2.3M +$1.07K +35 +0%
BF
381
BOK Financial
Oklahoma
$2.3M -$441K -14,359 -17%
SA
382
SL Advisors
New Jersey
$2.29M
Jones Financial Companies
383
Jones Financial Companies
Missouri
$2.26M +$750K +24,426 +51%
CCM
384
Chiron Capital Management
Florida
$2.19M -$35.1K -1,142 -2%
PWP
385
Private Wealth Partners
California
$2.18M +$1.51M +49,000 +239%
OCPWS
386
One Charles Private Wealth Services
Massachusetts
$2.17M +$29.9K +975 +1%
RCI
387
RS Crum Inc
California
$2.15M
VAM
388
Verity Asset Management
North Carolina
$2.13M -$1.96M -63,811 -43%
CSPIA
389
Cary Street Partners Investment Advisory
Virginia
$2.13M -$1.21M -39,516 -37%
OCM
390
Orleans Capital Management
Louisiana
$2.12M
LIM
391
Leavell Investment Management
Alabama
$2.11M -$52.2K -1,700 -2%
ORG
392
Optimist Retirement Group
Washington
$2.1M -$3.38K -110 -0.2%
SIMG
393
Sonora Investment Management Group
Arizona
$2.09M +$232K +7,550 +13%
CST
394
Charles Schwab Trust
Nevada
$2.05M -$22.9K -744 -1%
MQWP
395
Morey & Quinn Wealth Partners
Nebraska
$2.04M +$1.99M +64,898 New
MS
396
Madden Securities
Texas
$2.03M +$2.15K +70 +0.1%
LF
397
Lee Financial
Texas
$2.02M +$26.9K +876 +1%
VWA
398
Visionary Wealth Advisors
Illinois
$2.02M +$1.64M +53,314 +476%
BCM
399
Basso Capital Management
Connecticut
$2.01M
SFA
400
Sequoia Financial Advisors
Ohio
$2.01M +$594K +19,342 +43%

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.