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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
BRWA
176
B. Riley Wealth Advisors
Florida
$8.6M -$712K -23,175 -8%
PFA
177
Pathway Financial Advisers
Indiana
$8.47M -$230M -7,485,940 -97%
HAM
178
Harber Asset Management
North Carolina
$8.36M +$8.19M +266,552 New
CIG
179
Cullen Investment Group
Louisiana
$8.25M +$131K +4,262 +2%
BWP
180
Baldwin Wealth Partners
Massachusetts
$8.15M -$8.45K -275 -0.1%
HAI
181
Hennessy Advisors Inc
California
$8.14M
Northwestern Mutual Wealth Management
182
Northwestern Mutual Wealth Management
Wisconsin
$8.05M +$183K +5,969 +2%
AM
183
Account Management
Massachusetts
$8.02M -$35.3K -1,150 -0.4%
AFG
184
American Financial Group
Ohio
$8M
SVWAG
185
Sound View Wealth Advisors Group
Georgia
$7.91M +$58.4K +1,900 +0.8%
NVIM
186
New Vernon Investment Management
Illinois
$7.78M +$4.57M +148,705 +914%
P
187
&Partners
Tennessee
$7.75M +$4.89M +159,223 +188%
AAA
188
Adams Asset Advisors
Texas
$7.66M
RIG
189
Renaissance Investment Group
Massachusetts
$7.48M -$203K -6,615 -3%
SWM
190
Segment Wealth Management
Texas
$7.45M
FWIA
191
Fort Washington Investment Advisors
Ohio
$7.42M +$565K +18,400 +8%
CCM
192
Chilton Capital Management
Texas
$7.33M -$401K -13,046 -5%
RCP
193
Rothschild Capital Partners
New York
$7.29M
SSWM
194
Sheets Smith Wealth Management
North Carolina
$7.28M
NFG
195
Nations Financial Group
Iowa
$7.19M +$38.9K +1,267 +0.6%
WC
196
Wexford Capital
Florida
$7.08M -$92.2K -3,000 -1%
RIL
197
Rothschild Investment LLC
Illinois
$7.04M +$1.72K +56 +0%
SOAMC
198
Spirit of America Management Corp
New York
$7.01M -$645K -21,000 -9%
Luther King Capital Management (LKCM)
199
Luther King Capital Management (LKCM)
Texas
$6.97M -$451K -14,687 -6%
Cohen & Steers
200
Cohen & Steers
New York
$6.92M -$2.54M -82,660 -27%

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.