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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
WB
551
WesBanco Bank
West Virginia
$1.09M +$3.96K +129 +0.4%
SIA
552
SeaBridge Investment Advisors
New Jersey
$1.09M -$198K -6,443 -16%
NAM
553
NTV Asset Management
West Virginia
$1.08M
AI
554
Atria Investments
North Carolina
$1.08M -$209K -6,816 -17%
XT
555
XTX Topco
Cayman Islands
$1.08M +$698K +22,717 +196%
SPC
556
Sigma Planning Corp
Michigan
$1.08M -$23.3K -759 -2%
RSWM
557
Robertson Stephens Wealth Management
California
$1.07M -$511K -16,631 -33%
QCG
558
Quadrant Capital Group
Ohio
$1.06M
WWA
559
WCG Wealth Advisors
Nevada
$1.05M +$35K +1,139 +4%
RWP
560
RWA Wealth Partners
Massachusetts
$1.05M -$16.7K -544 -2%
SSG
561
Summit Securities Group
New York
$1.05M -$961K -31,300 -48%
CAI
562
Capital Advisors Inc
Oklahoma
$1.05M -$34.5K -1,123 -3%
WGAM
563
Wilkinson Global Asset Management
New York
$1.05M
KWM
564
Kingsview Wealth Management
Oregon
$1.04M -$6.33K -206 -0.6%
CC
565
Chicago Capital
Illinois
$1.04M
AMIM
566
Aull & Monroe Investment Management
Alabama
$1.04M -$24.6K -800 -2%
TIAA Trust, National Association
567
TIAA Trust, National Association
North Carolina
$1.03M +$104K +3,384 +11%
HFM
568
Hartford Financial Management
Connecticut
$1.02M
MFWP
569
Mosaic Family Wealth Partners
Missouri
$1.02M -$22.5K -733 -2%
BJL
570
Brighton Jones LLC
Washington
$1.02M +$167K +5,425 +20%
MCCA
571
Mill Creek Capital Advisors
Pennsylvania
$1.02M +$356K +11,595 +55%
QCIG
572
Quad-Cities Investment Group
Iowa
$1.02M +$6.85K +223 +0.7%
MWM
573
Mission Wealth Management
California
$1.02M +$247K +8,052 +33%
FFG
574
Frisch Financial Group
New York
$1.02M +$24.3K +790 +2%
ABC
575
Associated Banc-Corp
Wisconsin
$1.01M

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.