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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
BFC
1076
Blue Fin Capital
Rhode Island
$267K -$3.16K -103 -1%
COCM
1077
Charter Oak Capital Management
New Hampshire
$267K
TL
1078
Tradewinds LLC
North Carolina
$267K +$247K +8,046 New
LA
1079
LexAurum Advisors
Kansas
$266K -$13.1K -428 -5%
PIA
1080
Perennial Investment Advisors
California
$265K +$28.8K +936 +12%
SAM
1081
S.A. Mason
Michigan
$264K
ATI
1082
ARK & TLK Investments
Oklahoma
$264K
FL
1083
FreeGulliver LLC
Louisiana
$263K +$25.4K +828 +11%
NRC
1084
New Republic Capital
North Carolina
$263K
PFM
1085
Phillips Financial Management
Indiana
$263K
CWM
1086
Challenger Wealth Management
California
$262K +$257K +8,370 New
WWM
1087
Western Wealth Management
Colorado
$261K -$229K -7,450 -47%
LCM
1088
Leisure Capital Management
California
$261K
AHC
1089
Anderson Hoagland & Co
Missouri
$259K
PIA
1090
Powell Investment Advisors
Florida
$259K +$4.24K +138 +2%
E3F
1091
Eight 31 Financial
Texas
$259K
BAM
1092
Bayshore Asset Management
Florida
$259K
CA
1093
Capital Advantage
California
$258K +$253K +8,234 New
IEFM
1094
IQ EQ Fund Management
Ireland
$258K -$3.35K -109 -1%
IAP
1095
Indie Asset Partners
Indiana
$257K +$10.1K +330 +4%
SMA
1096
Seven Mile Advisory
New Jersey
$257K
AAG
1097
Armstrong Advisory Group
Massachusetts
$256K +$10.1K +329 +4%
UWP
1098
Uniting Wealth Partners
Kansas
$256K +$251K +8,160 New
AWAG
1099
ARS Wealth Advisors Group
Florida
$256K +$34.7K +1,130 +16%
IFWM
1100
Institute for Wealth Management
Colorado
$255K -$3.35K -109 -1%

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.