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Enterprise Products Partners
EPD

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: 58 → 70 (+12)

9% more capital invested

Capital invested by funds: $16.2B → $17.5B (+$1.4B)

6% more funds holding

Funds holding: 1,355 → 1,441 (+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

Top Buyers

Rank Fund Capital Flow
1
KACA
Kayne Anderson Capital Advisors
California
+$59.8M
2
Morgan Stanley
Morgan Stanley
New York
+$56.2M
3
Citigroup
Citigroup
New York
+$47.2M
4
AA
ALPS Advisors
Colorado
+$40.2M
5
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings
Hong Kong
+$26.1M

Top Sellers

Rank Fund Capital Flow
1
PFA
Pathway Financial Advisers
Indiana
-$230M
2
Bank of America
Bank of America
North Carolina
-$150M
3
Blackstone Inc
Blackstone Inc
New York
-$51.6M
4
American Century Companies
American Century Companies
Missouri
-$47M
5
Jennison Associates
Jennison Associates
New York
-$41.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
CNBTD
901
Citizens National Bank Trust Department
Mississippi
$413K -$30.7K -1,000 -7%
1IA
902
1620 Investment Advisors
Massachusetts
$413K +$8.85K +288 +2%
PP
903
Patron Partners
Texas
$412K – – –
LSA
904
Lion Street Advisors
Texas
$412K +$59.8K +1,946 +17%
MCM
905
Magnolia Capital Management
New York
$408K – – –
BA
906
Bristlecone Advisors
Washington
$407K – – –
MWM
907
Meridian Wealth Management
Kentucky
$406K +$4.67K +152 +1%
HWA
908
HHM Wealth Advisors
Tennessee
$405K – – –
JWM
909
Jeppson Wealth Management
California
$405K -$4.61K -150 -1%
HT
910
Heritage Trust
Oklahoma
$402K +$394K +12,812 New
WG
911
Welch Group
Alabama
$402K +$2.09K +68 +0.5%
PK
912
Pflug Koory
Nebraska
$401K – – –
EWA
913
EverSource Wealth Advisors
Alabama
$401K +$2.12K +69 +0.5%
ACM
914
Advisors Capital Management
New Jersey
$400K -$7.31K -238 -2%
QC
915
Quent Capital
New York
$400K -$24.3K -792 -6%
RHP
916
Royal Harbor Partners
Texas
$398K +$31 +1 +0%
SW
917
SkyOak Wealth
Michigan
$398K – – –
WT
918
Washington Trust
Rhode Island
$397K – – –
IWM
919
Inlight Wealth Management
Georgia
$397K +$389K +12,653 New
NAS
920
NWF Advisory Services
California
$394K +$386K +12,569 New
TFA
921
Toth Financial Advisory
Virginia
$393K +$5.87K +191 +2%
SIG
922
Stonegate Investment Group
Alabama
$393K +$1.69K +55 +0.4%
SWM
923
Silverlake Wealth Management
Vermont
$393K +$31 +1 +0%
FBT
924
First Bankers Trust
Kentucky
$392K – – –
NFGCM
925
Norman Fields Gottscho Capital Management
New York
$392K – – –
35 36
37
38 39

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.