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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
PTC
801
Private Trust Company
Ohio
$526K +$2.79K +91 +0.5%
ACP
802
Aveo Capital Partners
Colorado
$525K +$177K +5,755 +52%
VCAM
803
Van Cleef Asset Management
Ohio
$525K
PGH
804
Partners Group Holding
Switzerland
$522K -$81.4K -2,649 -14%
DAM
805
Delta Asset Management
Tennessee
$521K
CA
806
Crumly & Associates
Illinois
$517K +$18.2K +592 +4%
TI
807
Tidal Investments
Wisconsin
$513K +$20.9K +680 +4%
EAM
808
Empirical Asset Management
Massachusetts
$512K -$5.25K -171 -1%
HWM
809
Heirloom Wealth Management
Colorado
$512K
FAG
810
Fortitude Advisory Group
Washington
$509K +$2.18K +71 +0.4%
NFSG
811
Newbridge Financial Services Group
Florida
$508K +$498K +16,207 New
WPP
812
Whalerock Point Partners
Rhode Island
$506K
CP
813
Creekside Partners
California
$501K
SAM
814
SignalPoint Asset Management
Missouri
$499K +$8.97K +292 +2%
VR
815
Valued Retirements
Texas
$498K
WCM
816
Winebrenner Capital Management
Kentucky
$498K +$488K +15,879 New
MLL
817
Moody Lynn & Lieberson
Massachusetts
$498K +$28.4K +925 +6%
LEFP
818
Leading Edge Financial Planning
Tennessee
$495K +$7.46K +243 +2%
NW
819
NewEdge Wealth
Pennsylvania
$494K +$98.3K +3,200 +25%
SCTC
820
Sanibel Captiva Trust Company
Florida
$494K
WEG
821
World Equity Group
Illinois
$494K +$484K +15,742 New
TFS
822
Thoroughbred Financial Services
Tennessee
$492K +$16.6K +540 +4%
BC
823
Burney Company
Virginia
$490K +$97.9K +3,186 +26%
CAG
824
Crestwood Advisors Group
Massachusetts
$489K
HR
825
Howe & Rusling
New York
$487K

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.