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Enterprise Products Partners
EPD

Overview Fund Activity

1,428 hedge funds and large institutions have $17.5B invested in Enterprise Products Partners in 2024 Q4 according to their latest regulatory filings, with 163 funds opening new positions, 524 increasing their positions, 377 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,428
Holders Change
+82
Holders Change %
+6.09%
% of All Funds
19.01%
Holding in Top 10
70
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+20.69%
% of All Funds
0.93%
New
163
Increased
524
Reduced
377
Closed
59
Calls
$459M
Puts
$211M
Net Calls
+$248M
Net Calls Change
+$81.5M

Top Buyers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
$228M
2
KACA
Kayne Anderson Capital Advisors
California
$426M
3
Morgan Stanley
Morgan Stanley
New York
$652M
4
Citigroup
Citigroup
New York
$56.5M
5
AA
ALPS Advisors
Colorado
$1.23B

Top Sellers

1
ECG
Edge Capital Group
Georgia
$1.85M
2
PFA
Pathway Financial Advisers
Indiana
$8.47M
3
Bank of America
Bank of America
North Carolina
$309M
4
Blackstone Inc
Blackstone Inc
New York
$479M
5
American Century Companies
American Century Companies
Missouri
$610M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWA
1401
Wingate Wealth Advisors
Massachusetts
$6.9K +$6.9K +220 New
MMCM
1402
Murphy & Mullick Capital Management
New York
$6.55K +$6.55K +209 New
HNW
1403
High Note Wealth
Minnesota
$6.54K +$6.54K +209 New
DF
1404
DecisionPoint Financial
Arizona
$6.27K – – –
NC
1405
NewSquare Capital
Pennsylvania
$5.86K -$5.86K -187 -50%
PCM
1406
Penserra Capital Management
California
$5K – – –
SC
1407
Swan Capital
Florida
$4.9K +$94 +3 +2%
SFG
1408
Stonebridge Financial Group
Pennsylvania
$4.7K +$4.7K +150 New
FGA
1409
Fortis Group Advisors
New Jersey
$4.7K +$4.7K +150 New
TCM
1410
Tradewinds Capital Management
Washington
$4.58K +$2.07K +66 +83%
VFM
1411
Vision Financial Markets
Connecticut
$4.27K +$4.27K +136 New
FWA
1412
Flagship Wealth Advisors
Massachusetts
$3.8K +$3.8K +121 New
FUBT
1413
First United Bank & Trust
Maryland
$3.14K – – –
GCM
1414
GKV Capital Management
California
$3.14K +$3.14K +100 New
TIAAOA
1415
Teachers Insurance & Annuity Association of America
New York
$3.11K +$3.11K +99 New
IRAG
1416
Investment Research & Advisory Group
Georgia
$3.07K – – –
GM
1417
GeoWealth Management
Illinois
$2.73K – – –
Nisa Investment Advisors
1418
Nisa Investment Advisors
Missouri
$1.82K – – –
FNWA
1419
Financial Network Wealth Advisors
Utah
$1.63K -$40.1K -1,279 -96%
RL
1420
Rogco LP
Oklahoma
$1.57K +$1.57K +50 New
HFS
1421
Horizon Financial Services
North Carolina
$1.53K -$813 -26 -35%
CJ
1422
Caitlin John
Michigan
$1.31K +$31 +1 +2%
MHIP
1423
Mountain Hill Investment Partners
New Jersey
$1.18K +$1.18K +38 New
NS
1424
NBC Securities
Alabama
$1.02K -$1.26M -39,728 -100%
RBC
1425
Roble Belko & Company
Pennsylvania
$1K – – –
55 56
57
58 59