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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
PHIMC
976
Private Harbour Investment Management & Counsel
Ohio
$340K
AHL
977
Abel Hall LLC
Louisiana
$339K
AGA
978
Arkos Global Advisors
Texas
$338K
CWA
979
Consilium Wealth Advisory
Texas
$336K
WE
980
Wealth Effects
Massachusetts
$336K -$3.84K -125 -1%
BWP
981
Balboa Wealth Partners
Arizona
$335K +$97.6K +3,178 +42%
BFG
982
Beacon Financial Group
Texas
$334K -$5.84K -190 -2%
CI
983
Conning Inc
Connecticut
$334K
MCCP
984
Mission Creek Capital Partners
California
$334K +$68K +2,213 +26%
MCM
985
MV Capital Management
Maryland
$333K -$26.4K -860 -7%
FCMT
986
Founders Capital Management (Texas)
Texas
$333K +$31 +1 +0%
BAG
987
Bridgewealth Advisory Group
California
$333K +$21.4K +697 +7%
OFS
988
OneAscent Financial Services
Alabama
$332K +$325K +10,589 New
PFGIA
989
Patriot Financial Group Insurance Agency
Massachusetts
$332K +$922 +30 +0.3%
CPA
990
Cardiff Park Advisors
California
$331K
BSA
991
Bull Street Advisors
Georgia
$331K
LWA
992
Lantern Wealth Advisors
New York
$331K
CCA
993
Checchi Capital Advisers
California
$329K
TNBTD
994
Trustmark National Bank Trust Department
Mississippi
$329K
CWM
995
Chemistry Wealth Management
New York
$329K +$3.59K +117 +1%
CCFM
996
Clear Creek Financial Management
Washington
$328K +$40.2K +1,309 +14%
VWM
997
Venturi Wealth Management
Texas
$327K +$164K +5,323 +104%
NCM
998
Novare Capital Management
North Carolina
$327K
FA
999
Fermata Advisors
California
$326K +$14.5K +473 +5%
WLPWM
1000
Walled Lake Planning & Wealth Management
Illinois
$325K -$74.8K -2,435 -19%

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.