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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
AO
601
Advisor OS
Illinois
$934K +$8.02K +261 +0.9%
HNB
602
Hilltop National Bank
Wyoming
$930K -$16.3K -530 -2%
VIP
603
Vista Investment Partners
Oklahoma
$925K -$3.13K -102 -0.3%
ML
604
McAdam LLC
Pennsylvania
$924K +$25.5K +831 +3%
LFG
605
Larson Financial Group
Missouri
$921K -$75.4K -2,456 -8%
AIM
606
AMI Investment Management
Indiana
$913K -$15.7K -511 -2%
FFG
607
Fortem Financial Group
California
$913K +$65.2K +2,124 +8%
RWM
608
Rockwood Wealth Management
Pennsylvania
$912K +$20.8K +677 +2%
TCWA
609
Turtle Creek Wealth Advisors
Texas
$909K +$15.6K +507 +2%
FCI
610
Financial Counselors Inc
Kansas
$903K -$123K -4,000 -12%
SWM
611
Spire Wealth Management
Virginia
$902K -$14.1K -458 -2%
FT
612
Fiduciary Trust
Massachusetts
$892K -$46.4K -1,509 -5%
CA
613
Claro Advisors
Massachusetts
$885K -$1.41K -46 -0.2%
HFBOT
614
Home Federal Bank of Tennessee
Tennessee
$877K
CA
615
Cresta Advisors
Texas
$876K
PCIA
616
Prime Capital Investment Advisors
Kansas
$868K +$187K +6,093 +28%
CWP
617
Curated Wealth Partners
California
$868K +$338K +11,000 +66%
GF
618
Goodman Financial
Texas
$867K +$123K +4,000 +17%
BHPW
619
Beverly Hills Private Wealth
California
$863K -$183K -5,970 -18%
NG
620
Novem Group
New York
$860K +$843K +27,439 New
RW
621
Rede Wealth
Virginia
$855K -$33.9K -1,105 -4%
CTC
622
Central Trust Company
Missouri
$854K -$24.6K -800 -3%
RCA
623
Ranch Capital Advisors
Florida
$850K +$1.84K +60 +0.2%
CAMG
624
CWA Asset Management Group
Florida
$842K -$64.7K -2,105 -7%
MC
625
Muhlenkamp & Co
Pennsylvania
$842K

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.