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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
TSWM
1026
Tyler-Stone Wealth Management
Ohio
$303K -$3.29K -107 -1%
SA
1027
Strategic Advisors
New York
$303K +$66.5K +2,164 +29%
WAM
1028
WFA Asset Management
Wisconsin
$301K +$4.39K +143 +2%
GGA
1029
Granite Group Advisors
Connecticut
$300K -$15.5K -505 -5%
TW
1030
TrinityPoint Wealth
Connecticut
$297K +$553 +18 +0.2%
PS
1031
Principal Securities
Iowa
$297K -$611K -19,896 -68%
SEP
1032
Southland Equity Partners
Missouri
$296K +$369 +12 +0.1%
FPWM
1033
FSB Premier Wealth Management
Iowa
$294K +$288K +9,389 New
OFW
1034
Omnia Family Wealth
Florida
$294K
CCP
1035
Carmel Capital Partners
California
$293K +$1.94K +63 +0.7%
PFG
1036
Pinnacle Financial Group
Illinois
$293K +$287K +9,344 New
LSA
1037
L & S Advisors
California
$293K
VA
1038
Valmark Advisers
Ohio
$292K +$19.9K +649 +7%
Members Trust
1039
Members Trust
Florida
$292K -$100K -3,260 -26%
LBC
1040
Leigh Baldwin & Co
New York
$291K +$285K +9,283 New
MWA
1041
Mills Wealth Advisors
Texas
$291K +$285K +9,279 New
PWA
1042
Physician Wealth Advisors
Utah
$291K
CAL
1043
Capital Advisors Ltd
Ohio
$290K +$10.6K +344 +4%
PWP
1044
Principle Wealth Partners
Connecticut
$289K +$17.4K +565 +7%
RIA
1045
Realta Investment Advisors
Delaware
$289K +$36.7K +1,196 +15%
CF
1046
Clarity Financial
Texas
$288K -$49.9K -1,624 -15%
FFA
1047
Farther Finance Advisors
California
$287K -$27.2K -886 -9%
SL
1048
Summitry LLC
California
$286K
SCM
1049
Sunbeam Capital Management
Georgia
$286K +$280K +9,105 New
EWA
1050
Emergent Wealth Advisors
New York
$285K

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.