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ENI
E

219 hedge funds and large institutions have $824M invested in ENI in 2023 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 75 increasing their positions, 70 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,852% more call options, than puts

Call options by funds: $7.26M | Put options by funds: $122K

111% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 18

22% more capital invested

Capital invested by funds: $678M → $824M (+$146M)

8% more funds holding

Funds holding: 202 → 219 (+17)

7% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 70

0.09% more ownership

Funds ownership: 0.63% → 0.72% (+0.09%)

Holders
219
Holders Change
+17
Holders Change %
+8.42%
% of All Funds
3.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
38
Increased
75
Reduced
70
Closed
18
Calls
$7.26M
Puts
$122K
Net Calls
+$7.14M
Net Calls Change
+$5.62M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$101M
2
Natixis Advisors
Natixis Advisors
Massachusetts
+$12.3M
3
Optiver Holding
Optiver Holding
Netherlands
+$8.56M
4
Millennium Management
Millennium Management
New York
+$3.23M
5
BF
BOK Financial
Oklahoma
+$3.16M

Top Sellers

Rank Fund Capital Flow
1
Macquarie Group
Macquarie Group
Australia
-$21.3M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$11.3M
3
CI Investments Inc
CI Investments Inc
Ontario, Canada
-$2.07M
4
TC
Towle & Co
Colorado
-$1.9M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$1.84M
Name Holding Trade Value Shares
Change 		Change in
Stake
GI
201
Gradient Investments
Minnesota
$2.25K -$650 -20 -23%
PWA
202
Provenance Wealth Advisors
Florida
$1.91K +$33 +1 +2%
FHA
203
First Horizon Advisors
Tennessee
$1.9K -$1.11K -34 -38%
TFA
204
Toth Financial Advisory
Virginia
$1.7K – – –
HNB
205
Huntington National Bank
Ohio
$1.56K -$4.88K -150 -77%
TWD
206
True Wealth Design
Ohio
$1.5K – – –
First Manhattan
207
First Manhattan
New York
$1.46K – – –
BNP Paribas Financial Markets
208
BNP Paribas Financial Markets
France
$1.33K – – –
BCM
209
Bourgeon Capital Management
Connecticut
$1.29K +$618 +19 +100%
AW
210
Avion Wealth
Texas
$1K – – –
HGERS
211
Householder Group Estate & Retirement Specialist
Arizona
$1K – – –
CTB
212
Country Trust Bank
Illinois
$884 +$846 +26 New
AWM
213
Abound Wealth Management
Tennessee
$613 +$33 +1 +6%
CAM
214
ClariVest Asset Management
California
$609 +$585 +18 New
JFA
215
JNBA Financial Advisors
Minnesota
$375 – – –
CPG
216
Cornerstone Planning Group
New Jersey
$306 – – –
Kayne Anderson Rudnick Investment Management
217
Kayne Anderson Rudnick Investment Management
California
$170 +$163 +5 New
FGAM
218
Financial Gravity Asset Management
Texas
$49 – – –
RAM
219
Ramirez Asset Management
New York
$21 – – –
Macquarie Group
220
Macquarie Group
Australia
– -$21.3M -665,846 Closed
Balyasny Asset Management
221
Balyasny Asset Management
Illinois
– -$750K -23,509 Closed
NW
222
NewEdge Wealth
Pennsylvania
– -$353K -11,065 Closed
VAS
223
Vestmark Advisory Solutions
Massachusetts
– -$353K -11,065 Closed
Susquehanna International Group
224
Susquehanna International Group
Pennsylvania
– -$331K -10,369 Closed
Wellington Management Group
225
Wellington Management Group
Massachusetts
– -$295K -9,252 Closed
6 7 8
9
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E Hedge Fund Activity: Q4 2023 in Review

219 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in ENI (E) for Q4 2023, worth a combined $824M — up 22% from $678M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new E positions and 18 closed out — a net gain of 20 holders — while 75 added to existing stakes and 70 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $101M. The largest seller was Macquarie Group, exiting entirely with an estimated $21.3M sold.

  • 219 institutional investors held ENI (E) as of Q4 2023, up from 202 in Q3 2023.
  • Funds reported $824M of ENI stock for Q4 2023, up 22% quarter-over-quarter.
  • 38 funds opened new ENI positions in Q4 2023 and 18 closed out, a net change of +20 holders.
  • The largest ENI buyer in Q4 2023 was Morgan Stanley, an estimated $101M added.
  • The largest ENI seller in Q4 2023 was Macquarie Group, an estimated $21.3M sold.

Based on aggregated 13F filings for Q4 2023.