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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
CSIC
751
Clifford Swan Investment Counsel
California
$603K
EWM
752
Empirical Wealth Management
Washington
$602K +$146K +4,750 +33%
DIP
753
Davis Investment Partners
North Carolina
$601K +$2.33K +76 +0.4%
DWA
754
Douglass Winthrop Advisors
New York
$601K +$154K +5,000 +35%
RFA
755
Register Financial Advisors
Georgia
$598K -$7.46K -243 -1%
AIM
756
Allen Investment Management
New York
$595K
MWM
757
Modera Wealth Management
New Jersey
$592K +$11.2K +366 +2%
WAM
758
Walker Asset Management
Missouri
$584K +$20K +652 +4%
AFG
759
Albion Financial Group
Utah
$583K -$3.99K -130 -0.7%
SWA
760
Stratos Wealth Advisors
Ohio
$581K -$2.49K -81 -0.4%
TTWM
761
TCV Trust & Wealth Management
Virginia
$579K
HCM
762
Hodges Capital Management
Texas
$578K
HGA
763
Hobbs Group Advisors
South Carolina
$577K +$140K +4,560 +33%
ERIM
764
Eagle Ridge Investment Management
Connecticut
$575K
PFA
765
Pettinga Financial Advisors
Indiana
$574K -$81.7K -2,659 -13%
JSW
766
Journey Strategic Wealth
New Jersey
$573K +$10.3K +334 +2%
UAS
767
United Asset Strategies
New York
$572K +$7.71K +251 +1%
RMCM
768
Reynders McVeigh Capital Management
Massachusetts
$567K
RWMG
769
Redwood Wealth Management Group
New Jersey
$565K +$2.92K +95 +0.5%
CCWA
770
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$564K
HH
771
HWG Holdings
Texas
$561K
TC
772
TownSquare Capital
Utah
$560K -$186K -6,048 -25%
UCFA
773
United Capital Financial Advisors
Texas
$558K -$302K -9,844 -36%
VCM
774
Violich Capital Management
California
$558K -$23K -750 -4%
SI
775
Saxon Interests
Texas
$557K +$75.5K +2,458 +16%

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.