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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
DW30
1476
Drucker Wealth 3.0
New Jersey
-$228K -7,836 Closed
CCM
1477
Colorado Capital Management
Colorado
-$217K -7,460 Closed
SMA
1478
Sage Mountain Advisors
Georgia
-$212K -7,297 Closed
STA
1479
Smith Thornton Advisors
Alabama
-$211K -7,247 Closed
DI
1480
DAGCO Inc
Ohio
-$144K -4,938 Closed
GJWM
1481
Gilliland Jeter Wealth Management
Arkansas
-$138K -4,736 Closed
SG Americas Securities
1482
SG Americas Securities
New York
-$112K -3,847 Closed
ATS
1483
Ashton Thomas Securities
New York
-$91K -3,125 Closed
TSMHT
1484
Thurston Springer Miller Herd & Titak
Indiana
-$83.4K -2,864 Closed
N
1485
Natixis
France
-$45.8K -1,572 Closed
RA
1486
Rational Advisors
New York
-$37.6K -1,292 Closed
MWA
1487
MFA Wealth Advisors
Pennsylvania
-$37.1K -1,274 Closed
SWM
1488
Sanctuary Wealth Management
Idaho
-$36K -1,236 Closed
PS
1489
Planned Solutions
California
-$24.1K -828 Closed
CWP
1490
Concord Wealth Partners
Virginia
-$21.6K -742 Closed
Canada Life
1491
Canada Life
Manitoba, Canada
-$19K -663 Closed
SHIM
1492
Stone House Investment Management
Pennsylvania
-$17.5K -600 Closed
APC
1493
Aspire Private Capital
North Carolina
-$14.4K -496 Closed
CMA
1494
Cedar Mountain Advisors
Oregon
-$9.69K -333 Closed
MCA
1495
Maryland Capital Advisors
Maryland
-$9.61K -330 Closed
CPA
1496
Clear Point Advisors
New York
-$5.3K -182 Closed
MIM
1497
Macroview Investment Management
Maryland
-$4.37K -150 Closed
TFM
1498
TFC Financial Management
Massachusetts
-$3.87K -133 Closed
RWM
1499
Reston Wealth Management
Virginia
-$3.62K -124 Closed
SFCL
1500
Strengthening Families & Communities LLC
Massachusetts
-$1.99K -68 Closed

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.