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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
CWM
1351
Copia Wealth Management
Oregon
$34.8K +$34.1K +1,109 New
CB
1352
Community Bank
New York
$34.4K
KA
1353
Kozak & Associates
Colorado
$34.4K +$553 +18 +2%
PCFFS
1354
Pacific Center for Financial Services
California
$32.9K
CT
1355
Colonial Trust
South Carolina
$31.8K +$9.64K +314 +45%
National Bank of Canada
1356
National Bank of Canada
Quebec, Canada
$31.7K +$11.1K +360 +55%
DPW
1357
DiNuzzo Private Wealth
Pennsylvania
$31.4K -$3.07K -100 -9%
CNBT
1358
Cornerstone National Bank & Trust
Illinois
$31.4K
MWM
1359
Mascoma Wealth Management
New Hampshire
$31.4K
SC
1360
Stephens Consulting
Michigan
$31.4K
CWM
1361
Crowley Wealth Management
Delaware
$29.8K +$29.2K +950 New
LDB
1362
Lee, Danner & Bass
Tennessee
$28.7K +$28.1K +914 New
T
1363
Tidemark
California
$28.4K +$9.77K +318 +54%
IWP
1364
IAG Wealth Partners
Wisconsin
$28.3K
AAG
1365
Accordant Advisory Group
Maryland
$28.1K +$27.5K +896 New
MHR
1366
Matthew Hamilton Rosenberg
$26.2K +$20.2K +656 +364%
FRA
1367
Front Row Advisors
California
$26.2K
HFS
1368
Hantz Financial Services
Michigan
$26K
CTB
1369
Country Trust Bank
Illinois
$25.9K
M
1370
MOTCO
Texas
$25.3K
WI
1371
Wintrust Investments
Illinois
$25K +$1.66K +54 +7%
MAM
1372
Mark Asset Management
New York
$24.9K
MRP
1373
Measured Risk Portfolios
California
$24.2K +$23.7K +772 New
FPB
1374
First PREMIER Bank
South Dakota
$24K
HI
1375
Hoey Investments
Pennsylvania
$23.5K -$1.78K -58 -7%

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.