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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
SC
826
Summa Corp
Texas
$486K
Fifth Third Bancorp
827
Fifth Third Bancorp
Ohio
$484K +$22.2K +723 +5%
CFG
828
Citizens Financial Group
Rhode Island
$483K -$328K -10,692 -41%
OIM
829
Oder Investment Management
California
$483K +$2.58K +84 +0.5%
RMDI
830
R.M. Davis Inc
Maine
$482K +$118K +3,840 +33%
FWP
831
FAS Wealth Partners
Kansas
$481K +$2.4K +78 +0.5%
PWM
832
Palumbo Wealth Management
New York
$480K
SRC
833
Shufro Rose & Co
New York
$478K -$38.9K -1,265 -8%
ACI
834
Alpha Cubed Investments
California
$478K -$26.3K -855 -5%
PC
835
Port Capital
Illinois
$478K
FG
836
Fairman Group
Pennsylvania
$475K -$105K -3,416 -18%
FAIM
837
Financial Advocates Investment Management
Washington
$474K +$8.76K +285 +2%
QCM
838
QRG Capital Management
Illinois
$473K +$206K +6,693 +80%
PL
839
Plancorp LLC
Missouri
$471K +$1.11K +36 +0.2%
PCMC
840
Paragon Capital Management (Colorado)
Colorado
$470K +$461K +15,000 New
SAM
841
Shikiar Asset Management
New York
$470K +$200K +6,500 +76%
WDC
842
Woodward Diversified Capital
California
$468K -$5.53K -180 -1%
GAM
843
Gould Asset Management
California
$464K -$92 -3 -0%
GBA
844
Garrison Bradford & Associates
New York
$463K -$40K -1,301 -8%
LSAG
845
Lake Street Advisors Group
New Hampshire
$462K -$369 -12 -0.1%
CAG
846
Csenge Advisory Group
Florida
$462K -$21.1K -687 -4%
PPG
847
Peak Planning Group
Colorado
$461K +$4.76K +155 +1%
HR
848
Hardy Reed
Mississippi
$461K +$9.52K +310 +2%
ACM
849
Adalta Capital Management
New York
$460K -$7.68K -250 -2%
ISL
850
Ingalls & Snyder LLC
New York
$460K +$13.1K +426 +3%

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.