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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
SNBOSCI
951
Security National Bank of Sioux City Iowa
Iowa
$370K
PMFA
952
Plante Moran Financial Advisors
Michigan
$370K
VCA
953
Verdence Capital Advisors
Maryland
$368K +$29K +943 +9%
FC
954
Fulcrum Capital
Washington
$367K
CW
955
Channel Wealth
California
$366K +$43K +1,400 +14%
OWA
956
Outlook Wealth Advisors
Texas
$364K
FCCM
957
First City Capital Management
Georgia
$362K +$130K +4,232 +58%
TIM
958
Thompson Investment Management
Wisconsin
$361K
PM
959
Penbrook Management
New York
$360K
WT
960
Whittier Trust
California
$358K -$110K -3,590 -24%
PWP
961
Phillips Wealth Planners
Mississippi
$356K -$799 -26 -0.2%
WMA
962
Wealth Management Associates
New Jersey
$356K
AA
963
Auxano Advisors
Washington
$353K
CF
964
Copperwynd Financial
Arizona
$352K +$5.96K +194 +2%
SLG
965
Stanley-Laman Group
Pennsylvania
$351K
FAT
966
First American Trust
California
$351K
AIM
967
Arcadia Investment Management
Michigan
$349K +$123K +4,000 +56%
MW
968
Maia Wealth
Colorado
$347K +$81.2K +2,642 +34%
CA
969
Claris Advisors
Missouri
$345K +$316K +10,300 +1,471%
PMSA
970
Patrick M. Sweeney & Associates
Illinois
$344K +$123 +4 +0%
MA
971
MKT Advisors
California
$343K -$6.14K -200 -2%
OHIS
972
Oak Harvest Investment Services
Texas
$343K -$1.97K -64 -0.6%
FWM
973
Finer Wealth Management
Massachusetts
$342K -$53.2K -1,732 -14%
CFO
974
CVA Family Office
Colorado
$341K +$154 +5 +0%
AFC
975
AFT Forsyth & Company
Florida
$341K +$5.59K +182 +2%

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.