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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
OMC
526
Overbrook Management Corp
New York
$1.2M
GIM
527
Grassi Investment Management
California
$1.2M -$30.7K -1,000 -3%
WW
528
Waterfront Wealth
Kansas
$1.18M +$16.3K +531 +1%
CFD
529
Creative Financial Designs
Indiana
$1.18M +$90K +2,931 +8%
EFH
530
Eaton Financial Holdings
Florida
$1.17M +$19K +617 +2%
PPW
531
Pasadena Private Wealth
California
$1.16M +$118K +3,852 +12%
PCM
532
Pointe Capital Management
Michigan
$1.16M -$109K -3,548 -9%
CFP
533
Cascade Financial Partners
California
$1.15M +$28.4K +926 +3%
MSAM
534
Moloney Securities Asset Management
Missouri
$1.15M -$67.9K -2,212 -6%
ISFAN
535
Investor's Fiduciary Advisor Network
Washington
$1.15M +$1.12M +36,545 New
PGF
536
Plan Group Financial
Oklahoma
$1.14M +$148K +4,811 +15%
PPWM
537
Perissos Private Wealth Management
Oklahoma
$1.13M +$15.4K +500 +1%
CIM
538
Corda Investment Management
Texas
$1.12M +$8.45K +275 +0.8%
SC
539
Searle & Co
Connecticut
$1.11M -$27.4K -891 -2%
NP
540
NorthRock Partners
Minnesota
$1.11M +$8.26K +269 +0.8%
WANY
541
Wealthspire Advisors (New York)
New York
$1.11M -$1.32M -43,093 -55%
AIM
542
Anchor Investment Management
South Carolina
$1.11M
MGIA
543
Matthew Goff Investment Advisor
Texas
$1.11M
SW
544
SteelPeak Wealth
California
$1.1M +$52.7K +1,714 +5%
VF
545
Virtu Financial
New York
$1.1M +$1.08M +35,020 New
WCM
546
Whitener Capital Management
North Carolina
$1.1M -$20K -651 -2%
OIA
547
Optimum Investment Advisors
Illinois
$1.09M -$36.9K -1,200 -3%
DDC
548
DF Dent & Co
Maryland
$1.09M +$20K +650 +2%
GGS
549
Galvin Gaustad & Stein
Arizona
$1.09M
JIP
550
Jaffetilchin Investment Partners
Florida
$1.09M +$509K +16,577 +91%

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.