We are live on ! Find out more
EPD icon

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
DPIM
51
Duff & Phelps Investment Management
Illinois
$58.9M -$7.16M -233,000 -11%
P3I
52
Progeny 3 Inc
Washington
$58.7M +$906K +29,500 +2%
RIA
53
Recurrent Investment Advisors
Texas
$57.9M +$7.26M +236,470 +15%
NC
54
Nicholas Company
Wisconsin
$57.2M
Citigroup
55
Citigroup
New York
$56.5M +$47.2M +1,536,981 +582%
Rockefeller Capital Management
56
Rockefeller Capital Management
New York
$56M +$3.31M +107,678 +6%
LIM
57
Longfellow Investment Management
Massachusetts
$55.5M -$1.89M -61,576 -3%
ICA
58
Infrastructure Capital Advisors
New York
$54.6M -$5.38M -175,000 -9%
TYCC
59
Texas Yale Capital Corp
Florida
$54.2M +$166K +5,394 +0.3%
First Eagle Investment Management
60
First Eagle Investment Management
New York
$51.9M +$15.1K +490 +0%
WJWM
61
Williams Jones Wealth Management
New York
$49.7M -$2M -65,233 -4%
EIP
62
Epoch Investment Partners
New York
$49.2M -$18.4M -597,851 -28%
BG
63
Bollard Group
Massachusetts
$47.9M -$818K -26,625 -2%
Victory Capital Management
64
Victory Capital Management
Texas
$43.2M -$35.6K -1,160 -0.1%
OA
65
Oxbow Advisors
Texas
$42.3M -$368K -11,975 -0.9%
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$39.4M -$27.2K -886 -0.1%
BMO
67
Beck Mack & Oliver
New York
$38.2M -$35.3M -1,150,015 -49%
MSRPS
68
Maryland State Retirement & Pension System
Maryland
$37.6M -$915K -29,784 -2%
CLG
69
Cooperman Leon G
$37.4M
PDM
70
Penn Davis McFarland
Texas
$37.4M -$223K -7,275 -0.6%
Commonwealth Equity Services
71
Commonwealth Equity Services
Massachusetts
$37.1M +$3.67M +119,481 +11%
Corient Private Wealth
72
Corient Private Wealth
Florida
$36.7M +$896K +29,177 +2%
SFI
73
Susquehanna Fundamental Investments
Pennsylvania
$36.3M +$35.5M +1,156,871 New
Osaic Holdings
74
Osaic Holdings
Arizona
$34.6M +$1.58M +51,495 +5%
TC
75
Tetrad Corporation
Nebraska
$34.5M

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.