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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
CCB
501
Country Club Bank
Missouri
$1.34M -$2K -65 -0.2%
BP
502
BBR Partners
New York
$1.33M -$50.7K -1,650 -4%
WSC
503
Wellington Shields & Co
New York
$1.33M -$36.9K -1,200 -3%
MIM
504
Moseley Investment Management
Florida
$1.32M -$138K -4,496 -10%
AAS
505
Ameritas Advisory Services
Nebraska
$1.31M +$88.3K +2,873 +7%
IAIM
506
International Assets Investment Management
Florida
$1.31M -$38.3M -1,246,015 -97%
FWA
507
FSM Wealth Advisors
Ohio
$1.3M +$185K +6,014 +18%
MWA
508
Meridian Wealth Advisors
Texas
$1.3M -$338K -11,000 -21%
BWL
509
Bogart Wealth LLC
Virginia
$1.29M -$1.5K -49 -0.1%
BCM
510
Brookstone Capital Management
Illinois
$1.28M +$421K +13,698 +50%
AWM
511
Angeles Wealth Management
California
$1.28M +$519K +16,900 +71%
GP
512
Geneva Partners
Wisconsin
$1.26M
VC
513
Veracity Capital
Georgia
$1.26M +$17.7K +575 +1%
SF
514
Synovus Financial
Georgia
$1.26M -$307K -9,987 -20%
ASC
515
Atalanta Sosnoff Capital
New York
$1.25M +$307K +10,000 +33%
Walleye Capital
516
Walleye Capital
New York
$1.25M -$553K -18,000 -31%
CW
517
CreativeOne Wealth
Kansas
$1.25M +$712K +23,178 +139%
ADMI
518
Albert D. Mason Inc
Massachusetts
$1.24M +$17.8K +580 +1%
NPFS
519
Novak & Powell Financial Services
Florida
$1.23M -$31.2K -1,017 -3%
SMG
520
Smart Money Group
Texas
$1.22M +$200K +6,500 +20%
ADL
521
Asset Dedication LLC
California
$1.21M -$50.9K -1,656 -4%
HPC
522
HM Payson & Co
Maine
$1.21M +$123 +4 +0%
EFS
523
Essex Financial Services
Connecticut
$1.21M -$80.7K -2,627 -6%
CIS
524
Custom Index Systems
New York
$1.2M -$45.6K -1,486 -4%
GAM
525
Griffin Asset Management
New York
$1.2M +$9.37K +305 +0.8%

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.