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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
NFA
576
Northern Financial Advisors
Michigan
$1.01M -$48.7K -1,584 -5%
TWP
577
Tyche Wealth Partners
Texas
$1.01M +$30.9K +1,007 +3%
UPS
578
UHLMANN PRICE SECURITIES
Illinois
$1.01M +$9.19K +299 +0.9%
BWA
579
Beam Wealth Advisors
Louisiana
$1.01M +$66.5K +2,166 +7%
WP
580
WMS Partners
Maryland
$1.01M +$604K +19,675 +158%
Russell Investments Group
581
Russell Investments Group
United Kingdom
$1M +$54.7K +1,781 +6%
IAN
582
Integrated Advisors Network
Texas
$1M +$32.4K +1,054 +3%
GRP
583
Global Retirement Partners
California
$998K -$153K -4,972 -14%
CG
584
CFO4Life Group
Texas
$996K +$6.91K +225 +0.7%
SM
585
Samjo Management
New York
$991K +$292K +9,500 +43%
WPC
586
Waters Parkerson & Co
Louisiana
$988K +$30K +976 +3%
TIAM2
587
Tru Independence Asset Management 2
Oregon
$985K
BOCH
588
Blue Owl Capital Holdings
New York
$981K
PAS
589
Park Avenue Securities
New York
$981K -$165K -5,366 -15%
AWM
590
Allen Wealth Management
North Carolina
$969K +$60.7K +1,977 +7%
VFA
591
Voya Financial Advisors
Connecticut
$965K -$560K -18,218 -37%
RRA
592
Round Rock Advisors
Connecticut
$956K +$4.95K +161 +0.5%
SP
593
Stablepoint Partners
Massachusetts
$954K
RFP
594
Root Financial Partners
California
$953K +$88.1K +2,869 +10%
BB
595
Burford Brothers
Texas
$951K +$19.6K +637 +2%
MFA
596
Mayflower Financial Advisors
Massachusetts
$949K +$74.2K +2,417 +9%
MMG
597
Monetary Management Group
Missouri
$946K
HI
598
Harbour Investments
Wisconsin
$943K -$18.5K -602 -2%
WF
599
Welch & Forbes
Massachusetts
$940K
GIA
600
Guyasuta Investment Advisors
Pennsylvania
$935K +$9.89K +322 +1%

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.