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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
NL
701
NWAM LLC
Washington
$684K +$6.3K +205 +0.9%
1WA
702
180 Wealth Advisors
Washington
$683K +$417K +13,561 +165%
TG
703
TCW Group
California
$683K
FHC
704
First Heartland Consultants
Missouri
$681K +$20.2K +658 +3%
AIC
705
Archer Investment Corporation
Indiana
$679K
ANBT
706
American National Bank & Trust
Texas
$675K
SMWM
707
Silvia McColl Wealth Management
California
$674K
RFN
708
RDA Financial Network
Iowa
$671K +$8.6K +280 +1%
PCS
709
Personal CFO Solutions
New Jersey
$669K -$8.29K -270 -1%
DJSG
710
D.J. St. Germain
Massachusetts
$667K +$82.8K +2,696 +15%
AF
711
Apollon Financial
South Carolina
$664K +$35.8K +1,166 +6%
CRIG
712
Charter Research & Investment Group
Connecticut
$664K
SWP
713
Sagespring Wealth Partners
Tennessee
$661K +$647K +21,063 New
WKWM
714
Walter & Keenan Wealth Management
Indiana
$660K
TWM
715
Tradition Wealth Management
Minnesota
$660K +$2.46K +80 +0.4%
RCAG
716
Rehmann Capital Advisory Group
Michigan
$654K -$6.27K -204 -1%
BMWM
717
Brown Miller Wealth Management
Virginia
$653K +$461 +15 +0.1%
WA
718
Wealthstar Advisors
Texas
$652K +$638K +20,785 New
SWA
719
SFMG Wealth Advisors
Texas
$651K +$154K +5,000 +32%
NSIM
720
North Star Investment Management
Illinois
$650K +$35K +1,138 +6%
RA
721
RFG Advisory
Alabama
$649K +$424K +13,788 +199%
CAGAS
722
Capital Advisory Group Advisory Services
Minnesota
$649K +$19.3K +629 +3%
ST
723
Sabal Trust
Florida
$648K
MA
724
Modus Advisors
Minnesota
$645K +$33.8K +1,099 +6%
PIMG
725
Patriot Investment Management Group
Tennessee
$643K +$5.84K +190 +0.9%

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.