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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
BFS
201
Bradley Foster & Sargent
Connecticut
$6.89M -$16.9K -550 -0.2%
EWM
202
Evercore Wealth Management
New York
$6.84M
AWS
203
Atria Wealth Solutions
New York
$6.79M +$1.17M +38,167 +21%
MA
204
Mutual Advisors
Nebraska
$6.77M +$444K +14,454 +8%
JHCP
205
Jackson Hole Capital Partners
Oklahoma
$6.76M +$24.1K +783 +0.4%
SS
206
Sunbelt Securities
Texas
$6.64M -$965K -31,419 -13%
LIM
207
Loudon Investment Management
New Hampshire
$6.59M
EF
208
Empowered Funds
Pennsylvania
$6.53M +$814K +26,497 +15%
GHAM
209
Gilman Hill Asset Management
Connecticut
$6.5M -$440K -14,312 -6%
GI
210
GAMCO Investors
Connecticut
$6.49M -$61.1K -1,989 -1%
SIC
211
Salem Investment Counselors
North Carolina
$6.42M -$92.2K -3,000 -1%
CCP
212
Clarkston Capital Partners
Michigan
$6.42M
SWP
213
Stratos Wealth Partners
Ohio
$6.37M +$938K +30,528 +18%
Acadian Asset Management
214
Acadian Asset Management
Massachusetts
$6.33M -$4.12M -134,209 -40%
AHC
215
Adell Harriman & Carpenter
Texas
$6.3M -$43.3K -1,409 -0.7%
OF
216
Outfitter Financial
Maine
$6.28M
HBWM
217
Hollow Brook Wealth Management
New York
$6.16M -$166K -5,392 -3%
Lido Advisors
218
Lido Advisors
California
$6.16M +$2.5M +81,252 +71%
BCM
219
Bourgeon Capital Management
Connecticut
$6.1M -$36.6K -1,192 -0.6%
KIA
220
Knollwood Investment Advisory
Maryland
$6.06M +$104K +3,400 +2%
OFA
221
Oak Family Advisors
Illinois
$6.04M +$43.1K +1,403 +0.7%
BIM
222
Bridges Investment Management
Nebraska
$6.03M
HJGA
223
Hardman Johnston Global Advisors
Connecticut
$6.02M -$793K -25,804 -12%
SAM
224
Silvercrest Asset Management
New York
$5.99M -$224K -7,295 -4%
SC
225
Savant Capital
Illinois
$5.96M +$7.31K +238 +0.1%

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.