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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
SC
1226
Sawyer & Company
Massachusetts
$185K
CWC
1227
Carolinas Wealth Consulting
North Carolina
$179K -$31.5K -1,024 -15%
WSCM
1228
Wellington Shields Capital Management
New York
$179K -$121K -3,950 -41%
CT
1229
Caldwell Trust
Florida
$179K
FFO
1230
Fortitude Family Office
Arizona
$178K -$9.09K -296 -5%
AF
1231
Advisornet Financial
Minnesota
$175K +$430 +14 +0.3%
VHAM
1232
Van Hulzen Asset Management
California
$175K +$171K +5,570 New
CFS
1233
CGC Financial Services
Oregon
$174K
MA
1234
Montag & Associates
Georgia
$174K
FDCDDQ
1235
Federation des caisses Desjardins du Quebec
Quebec, Canada
$173K +$11.1K +361 +7%
RF
1236
Roxbury Financial
New Jersey
$173K +$154K +5,021 New
HCP
1237
Hexagon Capital Partners
Arkansas
$167K
HDIM
1238
Hanson & Doremus Investment Management
Vermont
$166K
AWM
1239
Avondale Wealth Management
Texas
$166K
HCM
1240
Hollencrest Capital Management
California
$162K +$829 +27 +0.5%
LCM
1241
Logan Capital Management
Pennsylvania
$159K
CB
1242
CNB Bank
Pennsylvania
$158K +$45.5K +1,480 +42%
FMTCOCP
1243
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$157K
EBA
1244
Eagle Bay Advisors
New York
$156K -$10.8K -353 -7%
FCT
1245
First Community Trust
Iowa
$156K
PWA
1246
Provenance Wealth Advisors
Florida
$156K
VWM
1247
Vermillion Wealth Management
Minnesota
$155K +$152K +4,938 New
TH
1248
TCTC Holdings
Texas
$153K
MWA
1249
Medallion Wealth Advisors
Connecticut
$152K +$147K +4,794 New
AT
1250
Avalon Trust
New Mexico
$151K

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.