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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
TFA
476
Teamwork Financial Advisors
Texas
$1.48M -$564K -18,368 -28%
PA
477
Parallel Advisors
California
$1.47M +$132K +4,284 +10%
VIM
478
VELA Investment Management
Ohio
$1.46M
WA
479
WealthTrust Axiom
Pennsylvania
$1.46M -$21.5K -700 -1%
LI
480
LMCG Investments
Massachusetts
$1.46M -$25.3K -824 -2%
TW
481
Transform Wealth
Colorado
$1.45M -$15.4K -500 -1%
AC
482
Addison Capital
Pennsylvania
$1.45M -$30.7K -1,000 -2%
MSCM
483
McElhenny Sheffield Capital Management
Texas
$1.45M +$276 +9 +0%
PFPT
484
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.45M -$1.5K -49 -0.1%
1W
485
1776 Wealth
Georgia
$1.44M +$1.11K +36 +0.1%
Macquarie Group
486
Macquarie Group
Australia
$1.44M -$1.89M -61,390 -57%
PCM
487
Pennsylvania Capital Management
Pennsylvania
$1.44M +$24.6K +800 +2%
CCT
488
Capital City Trust
Florida
$1.43M -$22K -717 -2%
SIC
489
Sage Investment Counsel
Tennessee
$1.41M +$1.38M +44,884 New
OS
490
Objectivity Squared
South Carolina
$1.41M +$35.8K +1,167 +3%
RDWM
491
Red Door Wealth Management
Tennessee
$1.4M +$21.5K +699 +2%
LRPA
492
L. Roy Papp & Associates
Arizona
$1.4M -$10.8K -350 -0.8%
IC
493
IEQ Capital
California
$1.39M +$604K +19,667 +80%
JPWM
494
Jamison Private Wealth Management
Georgia
$1.39M +$2.27K +74 +0.2%
MOS
495
MGO One Seven
Ohio
$1.37M -$33.4K -1,087 -2%
LI
496
LRI Investments
Florida
$1.37M
FCP
497
Fidelis Capital Partners
Florida
$1.37M +$123K +4,000 +11%
VNA
498
Valley National Advisers
Pennsylvania
$1.35M +$387K +12,594 +42%
GSEP
499
Golden State Equity Partners
California
$1.34M +$1.08M +35,308 +471%
AWM
500
AE Wealth Management
Kansas
$1.34M +$184K +6,002 +16%

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.