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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
AWA
626
Arete Wealth Advisors
Illinois
$838K +$122K +3,961 +17%
HAS
627
HBW Advisory Services
California
$837K +$35.8K +1,165 +5%
Natixis Advisors
628
Natixis Advisors
Massachusetts
$837K +$379K +12,336 +86%
KIA
629
KCM Investment Advisors
California
$835K +$115K +3,729 +16%
Fisher Asset Management
630
Fisher Asset Management
Washington
$830K +$273K +8,900 +51%
IRC
631
Investors Research Corp
Georgia
$826K -$26.1K -850 -3%
MG
632
Mather Group
Illinois
$824K
SWM
633
Stockman Wealth Management
Montana
$822K +$27.6K +900 +4%
NCM
634
Narwhal Capital Management
Georgia
$822K
SDWIA
635
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$814K
LWL
636
Leo Wealth LLC
Texas
$809K +$145K +4,717 +22%
WPIC
637
White Pine Investment Company
Michigan
$808K
CA
638
Cornerstone Advisory
Maryland
$808K +$223K +7,273 +43%
GWM
639
Geneos Wealth Management
Colorado
$805K +$15.7K +512 +2%
FCM
640
Firestone Capital Management
Florida
$800K
MAM
641
Milestone Asset Management
Pennsylvania
$796K +$180K +5,873 +30%
RCM
642
Requisite Capital Management
Texas
$796K
PCM
643
Perritt Capital Management
Illinois
$794K +$6.57K +214 +0.9%
BIA
644
Baer Investment Advisory
California
$793K +$728K +23,701 New
KWA
645
Kingswood Wealth Advisors
California
$792K +$89.1K +2,902 +13%
EIG
646
Ellenbecker Investment Group
Wisconsin
$787K -$4.36K -142 -0.6%
RC
647
RBF Capital
California
$784K
OSAM
648
O'Shaughnessy Asset Management
Connecticut
$782K +$33K +1,074 +5%
MFG
649
Merit Financial Group
Georgia
$779K -$436K -14,183 -36%
PTP
650
Platform Technology Partners
New York
$776K +$891 +29 +0.1%

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.