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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
BBHC
401
Brown Brothers Harriman & Co
New York
$2M +$164K +5,333 +9%
IF
402
Intrua Financial
Texas
$2M -$727K -23,662 -27%
UAG
403
United Advisor Group
Ohio
$2M -$86K -2,801 -4%
SMC
404
Smith, Moore & Co
Missouri
$1.99M -$38.8K -1,262 -2%
PIWA
405
Prevail Innovative Wealth Advisors
Kansas
$1.99M +$1.95M +63,351 New
ACL
406
Applied Capital LLC
Florida
$1.97M +$50.7K +1,650 +3%
SIC
407
Samalin Investment Counsel
New York
$1.95M -$337K -10,965 -15%
IA
408
Intellus Advisors
Florida
$1.95M +$1.91M +62,089 New
CG
409
Clarus Group
Texas
$1.95M +$10.2K +331 +0.5%
PCM
410
Palisade Capital Management
New Jersey
$1.95M
CWM
411
C2C Wealth Management
Arizona
$1.94M
AWE
412
Avidian Wealth Enterprises
Texas
$1.94M -$29.9K -974 -2%
WA
413
Whipplewood Advisors
Colorado
$1.92M +$1.88M +61,190 New
TWM
414
TCFG Wealth Management
California
$1.9M +$31.7K +1,033 +2%
IWM
415
IHT Wealth Management
Illinois
$1.9M -$333K -10,842 -15%
SBIA
416
Sheaff Brock Investment Advisors
Indiana
$1.9M +$42.8K +1,392 +2%
PWAM
417
Pinnacle West Asset Management
Wyoming
$1.89M
MNBTD
418
Moody National Bank Trust Division
Texas
$1.87M -$58.7K -1,910 -3%
AW
419
Avion Wealth
Texas
$1.86M -$1.91K -62 -0.1%
ECG
420
Edge Capital Group
Georgia
$1.85M -$1.75M -57,127 -100%
CAM
421
Covenant Asset Management
New Jersey
$1.84M -$152K -4,958 -8%
Geode Capital Management
422
Geode Capital Management
Massachusetts
$1.83M -$39.4K -1,283 -2%
CNFG
423
Creegan & Nassoura Financial Group
New Hampshire
$1.82M -$621K -20,206 -26%
SBCM
424
Silverberg Bernstein Capital Management
New York
$1.8M
GP
425
Greenline Partners
New York
$1.8M

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.