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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
PJSIMP
776
P.J. Schmidt Investment Management (PJS)
Wisconsin
$557K
NB
777
NBT Bank
New York
$557K
FM
778
Family Management
New York
$553K -$110K -3,593 -17%
BPWM
779
Badgley Phelps Wealth Managers
Washington
$553K -$14.1K -460 -3%
PPC
780
Pennington Partners & Co
Maryland
$551K +$540K +17,586 New
CFGS
781
Concourse Financial Group Securities
Alabama
$551K +$49.4K +1,608 +11%
CH
782
Canton Hathaway
Rhode Island
$550K -$1.54K -50 -0.3%
ST
783
Smithfield Trust
Pennsylvania
$550K
BMM
784
Buffington Mohr McNeal
Idaho
$550K +$307K +10,005 +133%
ONSWM
785
Old North State Wealth Management
North Carolina
$549K +$8.32K +271 +2%
FNBT
786
FineMark National Bank & Trust
Florida
$546K
AWM
787
Avior Wealth Management
Nebraska
$546K
AAP
788
Arax Advisory Partners
Colorado
$543K +$105K +3,425 +25%
MCA
789
Millennium Capital Advisors
Arkansas
$542K +$7.34K +239 +1%
WCA
790
Westover Capital Advisors
Delaware
$541K -$46.1K -1,500 -8%
SFO
791
Stokes Family Office
Louisiana
$541K +$50.7K +1,650 +11%
CWM
792
Collaborative Wealth Management
Florida
$538K -$33.8K -1,099 -6%
PP
793
Patten & Patten
Tennessee
$537K +$3.84K +125 +0.7%
SWM
794
Salvus Wealth Management
New Jersey
$535K +$61 +2 +0%
EWM
795
Executive Wealth Management
Michigan
$534K -$2.95K -96 -0.6%
FCM
796
Fourpath Capital Management
Oklahoma
$533K +$522K +17,000 New
CD
797
Chapin Davis
Maryland
$533K
WAAG
798
Wealth Alliance Advisory Group
Kansas
$532K +$57.7K +1,878 +12%
WAM
799
Weinberger Asset Management
California
$530K
GS
800
GWN Securities
Florida
$526K +$481K +15,667 New

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.