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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 %
BRWA
176
B. Riley Wealth Advisors
Florida
$8.6M -$727K -23,175 -8%
PFA
177
Pathway Financial Advisers
Indiana
$8.47M -$235M -7,485,940 -97%
HAM
178
Harber Asset Management
North Carolina
$8.36M +$8.36M +266,552 New
CIG
179
Cullen Investment Group
Louisiana
$8.25M +$134K +4,262 +2%
BWP
180
Baldwin Wealth Partners
Massachusetts
$8.15M -$8.62K -275 -0.1%
HAI
181
Hennessy Advisors Inc
California
$8.14M – – –
Northwestern Mutual Wealth Management
182
Northwestern Mutual Wealth Management
Wisconsin
$8.05M +$187K +5,969 +2%
AM
183
Account Management
Massachusetts
$8.02M -$36.1K -1,150 -0.4%
AFG
184
American Financial Group
Ohio
$8M – – –
SVWAG
185
Sound View Wealth Advisors Group
Georgia
$7.91M +$59.6K +1,900 +0.8%
NVIM
186
New Vernon Investment Management
Illinois
$7.78M +$7.01M +148,705 +914%
P
187
&Partners
Tennessee
$7.75M +$5.07M +159,223 +188%
AAA
188
Adams Asset Advisors
Texas
$7.66M – – –
RIG
189
Renaissance Investment Group
Massachusetts
$7.48M -$207K -6,615 -3%
SWM
190
Segment Wealth Management
Texas
$7.45M – – –
FWIA
191
Fort Washington Investment Advisors
Ohio
$7.42M +$577K +18,400 +8%
CCM
192
Chilton Capital Management
Texas
$7.33M -$409K -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 +$39.7K +1,267 +0.6%
WC
196
Wexford Capital
Florida
$7.08M -$94.1K -3,000 -1%
RIL
197
Rothschild Investment LLC
Illinois
$7.04M +$1.76K +56 +0%
SOAMC
198
Spirit of America Management Corp
New York
$7.01M -$659K -21,000 -9%
Luther King Capital Management (LKCM)
199
Luther King Capital Management (LKCM)
Texas
$6.97M -$461K -14,687 -6%
Cohen & Steers
200
Cohen & Steers
New York
$6.92M -$2.59M -82,660 -27%
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