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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
APP
676
Avantax Planning Partners
Iowa
$732K +$10.1K +330 +1%
BL
677
Balentine LLC
Georgia
$729K
EIP
678
Ellis Investment Partners
Pennsylvania
$729K +$1.14K +37 +0.2%
PSCM
679
Per Stirling Capital Management
Texas
$728K -$30.3K -988 -4%
SIG
680
Sargent Investment Group
Maryland
$728K +$14K +455 +2%
IIM
681
Ipswich Investment Management
Massachusetts
$725K
VVP
682
Venture Visionary Partners
Ohio
$722K -$19.5K -634 -3%
EA
683
Ellsworth Advisors
Ohio
$722K +$11.7K +380 +2%
CWM
684
Cornerstone Wealth Management
Missouri
$721K +$23.3K +760 +3%
TAM
685
Tocqueville Asset Management
New York
$720K +$147K +4,772 +26%
RFO
686
RiverGlades Family Offices
Florida
$713K
ZI
687
ZEGA Investments
Florida
$712K +$651K +21,199 New
MCM
688
Morton Capital Management
California
$711K +$6.63K +216 +1%
SCA
689
Stokes Capital Advisors
South Carolina
$711K -$433K -14,110 -38%
CIA
690
Cascade Investment Advisors
Oregon
$710K
SKK
691
Shepherd Kaplan Krochuk
Massachusetts
$707K
MWP
692
Meriwether Wealth & Planning
Louisiana
$696K +$681K +22,178 New
BFG
693
Bleakley Financial Group
New Jersey
$693K +$42.2K +1,375 +7%
PAG
694
Powers Advisory Group
Illinois
$693K +$8.32K +271 +1%
ACGA
695
Atlanta Consulting Group Advisors
Georgia
$692K -$28.5K -927 -4%
HSA
696
HBK Sorce Advisory
Pennsylvania
$688K +$952 +31 +0.1%
TGAM
697
TBH Global Asset Management
Tennessee
$686K
EP
698
EPIQ Partners
Minnesota
$686K
CFG
699
Clayton Financial Group
Missouri
$685K
HIMC
700
Heritage Investors Management Corp
Maryland
$685K -$71K -2,310 -10%

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.