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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
BWP
726
BSW Wealth Partners
Colorado
$643K +$3.13K +102 +0.5%
VCP
727
Verus Capital Partners
Arizona
$642K +$283K +9,200 +82%
MIM
728
MTM Investment Management
South Carolina
$637K +$3.07K +100 +0.5%
JWM
729
JFG Wealth Management
Colorado
$636K
JPMIA
730
J.P. Marvel Investment Advisors
Massachusetts
$635K
AAS
731
Asset Allocation Strategies
Michigan
$634K +$34K +1,106 +6%
DWT
732
Dorsey & Whitney Trust
South Dakota
$634K +$41.7K +1,357 +7%
RBC
733
Romano Brothers & Co
Illinois
$634K +$6.42K +209 +1%
MCA
734
MSH Capital Advisors
Arizona
$632K +$102K +3,313 +20%
LCM
735
Liberty Capital Management
Michigan
$629K
TAM
736
Townsend Asset Management
North Carolina
$628K +$9.86K +321 +2%
PWM
737
PBMares Wealth Management
Virginia
$628K +$615K +20,013 New
EFA
738
Evernest Financial Advisors
Indiana
$627K +$614K +20,000 New
BCA
739
Bay Colony Advisors
Massachusetts
$627K +$58.8K +1,913 +11%
JCM
740
Jacobi Capital Management
Pennsylvania
$627K -$48.9K -1,592 -7%
PA
741
PSI Advisors
Florida
$625K -$21.5K -700 -3%
GIM
742
Groesbeck Investment Management
New Jersey
$622K +$609K +19,820 New
1L
743
10Elms LLP
Oklahoma
$621K +$609K +19,818 New
FMWA
744
Forvis Mazars Wealth Advisors
Missouri
$618K +$154K +5,000 +34%
KWMG
745
King Wealth Management Group
Florida
$618K +$5.5K +179 +0.9%
GIA
746
Gladstone Institutional Advisory
Florida
$618K -$22.6K -737 -4%
SCA
747
Sippican Capital Advisors
Massachusetts
$616K
CTA
748
Chesley Taft & Associates
Illinois
$615K +$203K +6,600 +51%
FFM
749
Forum Financial Management
Illinois
$607K -$276K -8,994 -32%
FHA
750
First Horizon Advisors
Tennessee
$603K

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.