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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
DWM
1001
Dechtman Wealth Management
Colorado
$324K +$5.31K +173 +2%
MA
1002
MCF Advisors
Kentucky
$323K
CCM
1003
Canal Capital Management
Virginia
$323K +$48.9K +1,593 +18%
WAOI
1004
Wealth Advisors of Iowa
Iowa
$323K +$123 +4 +0%
SAI
1005
Savvy Advisors Inc
New York
$321K +$47.9K +1,558 +18%
ATWA
1006
Arbor Trust Wealth Advisors
Michigan
$321K -$46.1K -1,500 -13%
WTC
1007
WhitTier Trust Company
Nevada
$321K
WWP
1008
WR Wealth Planners
Missouri
$320K
JFG
1009
Jefferies Financial Group
New York
$319K
QWM
1010
Quadcap Wealth Management
Texas
$318K -$3.16K -103 -1%
SFP
1011
Sandbox Financial Partners
Maryland
$317K +$9.49K +309 +3%
KAS
1012
KPP Advisory Services
Kentucky
$317K
TRCT
1013
Tower Research Capital (TRC)
New York
$316K +$56.8K +1,848 +22%
FFA
1014
First Foundation Advisors
California
$315K +$61.7K +2,008 +25%
LWM
1015
LongView Wealth Management
Georgia
$315K +$66.9K +2,177 +28%
BOS
1016
Bank of Stockton
California
$315K +$64.4K +2,098 +26%
HCA
1017
Hyperion Capital Advisors
New York
$314K
CSA
1018
Cottage Street Advisors
Massachusetts
$314K +$61.4K +2,000 +25%
BW
1019
Bison Wealth
Georgia
$310K -$134K -4,348 -31%
SIS
1020
Sound Income Strategies
Florida
$309K -$11.9K -389 -4%
FB
1021
First Bancorp
Maine
$308K
SW
1022
SVB Wealth
Massachusetts
$308K +$301K +9,806 New
FF
1023
Farnam Financial
Arizona
$307K
MCM
1024
Mattern Capital Management
Colorado
$307K
HCM
1025
Howland Capital Management
Massachusetts
$306K

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.