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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
PWM
1201
Puff Wealth Management
New Jersey
$208K +$204K +6,645 New
CFS
1202
CRA Financial Services
New Jersey
$208K +$204K +6,635 New
HVP
1203
Hudson Value Partners
Florida
$208K -$222K -7,240 -52%
CF
1204
Centaurus Financial
California
$207K +$983 +32 +0.5%
RCG
1205
Regatta Capital Group
California
$207K +$203K +6,593 New
KCM
1206
KRS Capital Management
Michigan
$206K +$202K +6,581 New
FIM
1207
Fernwood Investment Management
Massachusetts
$206K +$202K +6,575 New
CIA
1208
Compass Ion Advisors
Pennsylvania
$205K +$200K +6,523 New
ORI
1209
Oak Ridge Investments
Illinois
$204K +$200K +6,508 New
KCPG
1210
Kavar Capital Partners Group
Kansas
$204K +$200K +6,500 New
KFC
1211
Klingenstein Fields & Co
New York
$203K +$199K +6,468 New
MCFP
1212
Mallini Complete Financial Planning
Florida
$203K
WMWM
1213
Wilkins Miller Wealth Management
Alabama
$202K +$198K +6,450 New
HIC
1214
Holderness Investments Company
North Carolina
$202K -$14.1K -459 -7%
FFA
1215
Founders Financial Alliance
North Carolina
$201K -$69.4K -2,259 -26%
Lazard Asset Management
1216
Lazard Asset Management
New York
$201K +$3.78K +123 +2%
CBTWT
1217
Community Bank & Trust (Waco, Texas)
Texas
$201K +$197K +6,405 New
HEIP
1218
Hudson Edge Investment Partners
New Jersey
$201K +$86K +2,800 +78%
WAM
1219
Worth Asset Management
Texas
$201K +$197K +6,400 New
GL
1220
Graypoint LLC
New York
$200K -$127K -4,149 -39%
APW
1221
Aurora Private Wealth
New Jersey
$200K +$196K +6,384 New
FFC
1222
First Financial Corp
Indiana
$199K
NRG
1223
Nemes Rush Group
Michigan
$194K +$13.4K +435 +8%
GGI
1224
Godsey & Gibb Inc
Virginia
$194K
SGC
1225
Slocum, Gordon & Co
Rhode Island
$188K

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.