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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
AA
1
ALPS Advisors
Colorado
$1.23B +$40.2M +1,309,715 +3%
Invesco
2
Invesco
Georgia
$849M +$11M +359,288 +1%
Goldman Sachs
3
Goldman Sachs
New York
$666M +$3.14M +102,145 +0.5%
Morgan Stanley
4
Morgan Stanley
New York
$652M +$56.2M +1,829,649 +10%
American Century Companies
5
American Century Companies
Missouri
$610M -$47M -1,530,211 -7%
Fayez Sarofim & Co
6
Fayez Sarofim & Co
Texas
$549M +$515K +16,755 +0.1%
TCA
7
Tortoise Capital Advisors
Kansas
$491M +$232K +7,567 +0%
Blackstone Inc
8
Blackstone Inc
New York
$479M -$51.6M -1,680,834 -10%
Neuberger Berman Group
9
Neuberger Berman Group
New York
$471M -$32.6M -1,061,998 -7%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$462M +$9.37M +304,997 +2%
EIP
11
Energy Income Partners
Connecticut
$441M -$12.8M -416,157 -3%
KACA
12
Kayne Anderson Capital Advisors
California
$426M +$59.8M +1,947,017 +17%
UBS Group
13
UBS Group
Switzerland
$404M -$22M -715,662 -5%
Mirae Asset Global ETFs Holdings
14
Mirae Asset Global ETFs Holdings
Hong Kong
$331M +$26.1M +851,188 +9%
ClearBridge Investments
15
ClearBridge Investments
New York
$316M -$370K -12,057 -0.1%
Bank of America
16
Bank of America
North Carolina
$309M -$150M -4,887,301 -33%
CIBC Private Wealth Group
17
CIBC Private Wealth Group
Georgia
$308M -$1.47M -47,772 -0.5%
Ensign Peak Advisors
18
Ensign Peak Advisors
Utah
$284M
BlackRock
19
BlackRock
New York
$274M -$17.9M -581,318 -6%
Koshinski Asset Management
20
Koshinski Asset Management
Illinois
$228M +$223K +7,258 New
Raymond James Financial
21
Raymond James Financial
Florida
$200M +$196M +6,368,215 New
WHG
22
Westwood Holdings Group
Texas
$183M +$17.8M +580,850 +11%
Principal Financial Group
23
Principal Financial Group
Iowa
$178M -$7.11M -231,555 -4%
CCM
24
Chickasaw Capital Management
Tennessee
$171M -$1.23M -39,991 -0.7%
FCM
25
Fairholme Capital Management
Florida
$171M +$76.8K +2,500 +0%

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.