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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 %
BFS
201
Bradley Foster & Sargent
Connecticut
$6.89M -$17.2K -550 -0.2%
EWM
202
Evercore Wealth Management
New York
$6.84M – – –
AWS
203
Atria Wealth Solutions
New York
$6.79M +$1.2M +38,167 +21%
MA
204
Mutual Advisors
Nebraska
$6.77M +$487K +14,454 +8%
JHCP
205
Jackson Hole Capital Partners
Oklahoma
$6.76M +$24.6K +783 +0.4%
SS
206
Sunbelt Securities
Texas
$6.64M -$980K -31,419 -13%
LIM
207
Loudon Investment Management
New Hampshire
$6.59M – – –
EF
208
Empowered Funds
Pennsylvania
$6.53M +$831K +26,497 +15%
GHAM
209
Gilman Hill Asset Management
Connecticut
$6.5M -$449K -14,312 -6%
GI
210
GAMCO Investors
Connecticut
$6.49M -$62.4K -1,989 -1%
SIC
211
Salem Investment Counselors
North Carolina
$6.42M -$94.1K -3,000 -1%
CCP
212
Clarkston Capital Partners
Michigan
$6.42M – – –
SWP
213
Stratos Wealth Partners
Ohio
$6.37M +$957K +30,528 +18%
Acadian Asset Management
214
Acadian Asset Management
Massachusetts
$6.33M -$4.21M -134,209 -40%
AHC
215
Adell Harriman & Carpenter
Texas
$6.3M -$44.2K -1,409 -0.7%
OF
216
Outfitter Financial
Maine
$6.28M – – –
HBWM
217
Hollow Brook Wealth Management
New York
$6.16M -$169K -5,392 -3%
Lido Advisors
218
Lido Advisors
California
$6.16M +$2.55M +81,252 +71%
BCM
219
Bourgeon Capital Management
Connecticut
$6.1M -$37.4K -1,192 -0.6%
KIA
220
Knollwood Investment Advisory
Maryland
$6.06M +$107K +3,400 +2%
OFA
221
Oak Family Advisors
Illinois
$6.04M +$44K +1,403 +0.7%
BIM
222
Bridges Investment Management
Nebraska
$6.03M – – –
HJGA
223
Hardman Johnston Global Advisors
Connecticut
$6.02M -$809K -25,804 -12%
SAM
224
Silvercrest Asset Management
New York
$5.99M -$229K -7,295 -4%
SC
225
Savant Capital
Illinois
$5.96M +$7.46K +238 +0.1%
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