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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
KC
1151
Kades & Cheifetz
Pennsylvania
$227K +$3.01K +98 +1%
MWA
1152
Martel Wealth Advisors
Washington
$227K
PJWM
1153
Philip James Wealth Mangement
Georgia
$227K
VDI
1154
Vaughan David Investments
Illinois
$227K
MW
1155
MBL Wealth
North Carolina
$226K
DBIA
1156
Dumont & Blake Investment Advisors
New Jersey
$226K
EW
1157
Evoke Wealth
California
$226K +$221K +7,196 New
IJWM
1158
Inman Jager Wealth Management
Mississippi
$226K +$221K +7,191 New
SFS
1159
Summit Financial Strategies
Ohio
$225K
FCH
1160
Freestone Capital Holdings
Washington
$224K
BCG
1161
Breakwater Capital Group
New Jersey
$224K
MCIA
1162
Mountain Capital Investment Advisors
Colorado
$224K +$205K +6,676 New
SFS
1163
Stiles Financial Services
Minnesota
$224K +$2.46K +80 +1%
WG
1164
Watchman Group
Texas
$223K -$24.6K -800 -10%
KFA
1165
Kapstone Financial Advisors
Ohio
$223K +$203K +6,624 New
Financial Engines Advisors
1166
Financial Engines Advisors
California
$223K +$218K +7,105 New
BIA
1167
Barry Investment Advisors
Massachusetts
$222K +$31 +1 +0%
KWM
1168
Kiker Wealth Management
Georgia
$222K +$217K +7,067 New
ATC
1169
Adirondack Trust Company
New York
$221K +$1.5K +49 +0.7%
WFM
1170
Wolff Financial Management
Michigan
$221K
GWSG
1171
GPS Wealth Strategies Group
Colorado
$221K -$276 -9 -0.1%
LIA
1172
LBMC Investment Advisors
Tennessee
$220K +$215K +7,007 New
BRG
1173
Bay Rivers Group
Virginia
$220K
BPFA
1174
Barnes Pettey Financial Advisors
Mississippi
$219K
BFIC
1175
Bedell Frazier Investment Counselling
California
$219K

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.