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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
SSA
651
South Street Advisors
New York
$776K -$183K -5,950 -19%
AIP
652
Almanack Investment Partners
Pennsylvania
$775K
EWM
653
Evermay Wealth Management
Virginia
$773K +$768 +25 +0.1%
PVI
654
Pine Valley Investments
New Jersey
$770K +$7.68K +250 +1%
MWM
655
Modern Wealth Management
Kansas
$769K +$753K +24,512 New
AGC
656
Aspen Grove Capital
Colorado
$766K +$799 +26 +0.1%
CIC
657
Crawford Investment Counsel
Georgia
$764K
SWM
658
SeaCrest Wealth Management
New York
$763K -$198K -6,456 -21%
FG
659
Fiduciary Group
Georgia
$763K +$84.1K +2,738 +13%
AWM
660
Austin Wealth Management
Texas
$761K -$1.54K -50 -0.2%
OW
661
Olistico Wealth
Oklahoma
$760K
TCM
662
TT Capital Management
California
$759K +$699K +22,769 New
GC
663
Guggenheim Capital
Illinois
$758K +$51.8K +1,687 +8%
KA
664
Kovack Advisors
Florida
$754K -$70.3K -2,290 -9%
MIM
665
Merrion Investment Management
New Jersey
$753K
TCA
666
Transcend Capital Advisors
New Jersey
$752K -$303K -9,853 -29%
SCM
667
Steele Capital Management
Iowa
$748K
HC
668
Hara Capital
Washington
$745K +$365K +11,874 +100%
BW
669
BIP Wealth
Georgia
$743K +$80K +2,603 +12%
AH
670
Addis & Hill
Pennsylvania
$741K
WPC
671
Wedmont Private Capital
Pennsylvania
$739K -$121K -3,926 -15%
TP
672
Tranquility Partners
Tennessee
$738K +$10.1K +329 +1%
MWM
673
Manske Wealth Management
Texas
$737K +$722K +23,513 New
HA
674
HFG Advisors
Ohio
$737K +$44.7K +1,455 +7%
SFC
675
Strategic Financial Concepts
Texas
$734K +$193K +6,283 +37%

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.