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Enterprise Products Partners
EPD

Overview Fund Activity

1,428 hedge funds and large institutions have $17.5B invested in Enterprise Products Partners in 2024 Q4 according to their latest regulatory filings, with 163 funds opening new positions, 524 increasing their positions, 377 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,428
Holders Change
+82
Holders Change %
+6.09%
% of All Funds
19.01%
Holding in Top 10
70
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+20.69%
% of All Funds
0.93%
New
163
Increased
524
Reduced
377
Closed
59
Calls
$459M
Puts
$211M
Net Calls
+$248M
Net Calls Change
+$81.5M

Top Buyers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$228M
2
KACA
Kayne Anderson Capital Advisors
California
+$61.1M
3
Morgan Stanley
Morgan Stanley
New York
+$57.4M
4
Citigroup
Citigroup
New York
+$48.2M
5
AA
ALPS Advisors
Colorado
+$41.1M

Top Sellers

1
ECG
Edge Capital Group
Georgia
-$35.3B
2
PFA
Pathway Financial Advisers
Indiana
-$235M
3
Bank of America
Bank of America
North Carolina
-$153M
4
Blackstone Inc
Blackstone Inc
New York
-$52.7M
5
American Century Companies
American Century Companies
Missouri
-$48M
Name Holding Trade Value Shares
Change 		Shares
Change %
IJWM
1151
Inman Jager Wealth Management
Mississippi
$226K +$226K +7,191 New
SFS
1152
Summit Financial Strategies
Ohio
$225K – – –
FCH
1153
Freestone Capital Holdings
Washington
$224K – – –
BCG
1154
Breakwater Capital Group
New Jersey
$224K – – –
MCIA
1155
Mountain Capital Investment Advisors
Colorado
$224K +$224K +6,676 New
SFS
1156
Stiles Financial Services
Minnesota
$224K +$2.51K +80 +1%
WG
1157
Watchman Group
Texas
$223K -$25.1K -800 -10%
KFA
1158
Kapstone Financial Advisors
Ohio
$223K +$223K +6,624 New
Financial Engines Advisors
1159
Financial Engines Advisors
California
$223K +$223K +7,105 New
BIA
1160
Barry Investment Advisors
Massachusetts
$222K +$31 +1 +0%
KWM
1161
Kiker Wealth Management
Georgia
$222K +$222K +7,067 New
ATC
1162
Adirondack Trust Company
New York
$221K +$1.54K +49 +0.7%
WFM
1163
Wolff Financial Management
Michigan
$221K – – –
GWSG
1164
GPS Wealth Strategies Group
Colorado
$221K -$282 -9 -0.1%
LIA
1165
LBMC Investment Advisors
Tennessee
$220K +$220K +7,007 New
BRG
1166
Bay Rivers Group
Virginia
$220K – – –
BPFA
1167
Barnes Pettey Financial Advisors
Mississippi
$219K – – –
BFIC
1168
Bedell Frazier Investment Counselling
California
$219K – – –
GCM
1169
Gibraltar Capital Management
Oklahoma
$218K – – –
FVWA
1170
Foster Victor Wealth Advisors
South Carolina
$217K +$217K +6,478 New
IBOK
1171
Independence Bank of Kentucky
Kentucky
$217K – – –
VPP
1172
Vertex Planning Partners
Illinois
$217K +$217K +6,925 New
AIM
1173
Alhambra Investment Management
Florida
$217K -$3.14K -100 -1%
OFG
1174
Oxford Financial Group
Indiana
$217K -$57.4K -1,829 -21%
SWA
1175
SOA Wealth Advisors
New York
$216K +$7.28K +232 +3%
45 46
47
48 49