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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
OC
1326
Oakworth Capital
Alabama
$50.2K -$49.1K -1,600 -50%
OSNBOA
1327
Old Second National Bank of Aurora
Illinois
$50.2K
API
1328
Asset Planning Inc
California
$47.9K +$46.9K +1,527 New
FCAS
1329
First Command Advisory Services
Texas
$47K
WB
1330
Webster Bank
Connecticut
$47K +$15.4K +500 +50%
BHWM
1331
Beaird Harris Wealth Management
Texas
$47K +$46.1K +1,500 New
DCM
1332
Davis Capital Management
Florida
$45.2K
BAM
1333
Bellevue Asset Management
Washington
$44.5K +$215 +7 +0.5%
HFS
1334
Hopwood Financial Services
Virginia
$43.9K +$43K +1,400 New
OLVIG
1335
Oliver Lagore Vanvalin Investment Group
Michigan
$43.2K +$184 +6 +0.4%
AssetMark Inc
1336
AssetMark Inc
California
$42.5K +$4.95K +161 +13%
MFG
1337
Menard Financial Group
Texas
$42.2K +$41.3K +1,345 New
MSG
1338
Main Street Group
Virginia
$41.9K
SC
1339
SouthState Corp
Florida
$41.8K
GIA
1340
GHP Investment Advisors
Colorado
$41.6K +$9.98K +325 +33%
JFA
1341
JNBA Financial Advisors
Minnesota
$41.5K
NWWA
1342
New Wave Wealth Advisors
Arkansas
$39.9K +$39.1K +1,273 New
EIM
1343
Essex Investment Management
Massachusetts
$39.7K
BSB
1344
Bangor Savings Bank
Maine
$39.6K +$32.9K +1,072 +558%
Kayne Anderson Rudnick Investment Management
1345
Kayne Anderson Rudnick Investment Management
California
$39.5K
GPI
1346
General Partner Inc
Pennsylvania
$39.2K
CCC
1347
Chelsea Counsel Company
California
$37.6K
MSWA
1348
Marshall & Sterling Wealth Advisors
New York
$37.5K +$36.7K +1,196 New
BFS
1349
Burkett Financial Services
South Carolina
$35.9K +$584 +19 +2%
PAM
1350
Parvin Asset Management
South Dakota
$35.3K +$34.6K +1,125 New

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.