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Enbridge

1,165 hedge funds and large institutions have $36.2B invested in Enbridge in 2023 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 483 increasing their positions, 404 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 483 | Existing positions reduced: 404

8% more funds holding in top 10

Funds holding in top 10: 3639 (+3)

1.74% more ownership

Funds ownership: 49.7%51.43% (+1.7%)

4% less capital invested

Capital invested by funds: $37.7B → $36.2B (-$1.44B)

3% less funds holding

Funds holding: 1,1951,165 (-30)

11% less first-time investments, than exits

New positions opened: 81 | Existing positions closed: 91

42% less call options, than puts

Call options by funds: $422M | Put options by funds: $731M

Holders
1,165
Holders Change
-30
Holders Change %
-2.51%
% of All Funds
18.49%
Holding in Top 10
39
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.33%
% of All Funds
0.62%
New
81
Increased
483
Reduced
404
Closed
91
Calls
$422M
Puts
$731M
Net Calls
-$309M
Net Calls Change
-$60.6M
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
226
Avantax Advisory Services
Texas
$6.67M +$367K +10,344 +5%
RCAP
227
Resolute Capital Asset Partners
Colorado
$6.47M +$6.92M +195,000 New
AMG
228
Advisors Management Group
Wisconsin
$6.46M +$51.5K +1,452 +0.8%
Envestnet Portfolio Solutions
229
Envestnet Portfolio Solutions
Illinois
$6.35M +$6.77M +190,614 New
Hudson Bay Capital Management
230
Hudson Bay Capital Management
Connecticut
$6.31M +$6.75M +190,200 New
DADC
231
D.A. Davidson & Co
Montana
$6.24M +$38K +1,072 +0.6%
AOWM
232
Alpha Omega Wealth Management
Virginia
$6.19M +$448K +12,612 +7%
CFC
233
Cincinnati Financial Corp
Ohio
$6.17M
CB
234
Commerce Bank
Missouri
$6.01M +$65.1K +1,834 +1%
CG
235
Colony Group
Massachusetts
$6.01M -$21.2K -598 -0.3%
AOI
236
Auto-Owners Insurance
Michigan
$5.94M
SAM
237
Shell Asset Management
Netherlands
$5.89M -$112K -3,149 -2%
AWS
238
Atria Wealth Solutions
New York
$5.8M +$107K +3,010 +2%
CCM
239
Chickasaw Capital Management
Tennessee
$5.78M +$148K +4,168 +2%
AllianceBernstein
240
AllianceBernstein
Tennessee
$5.68M +$71.8K +2,024 +1%
SIA
241
Soltis Investment Advisors
Utah
$5.66M +$303K +8,542 +5%
NAM
242
NewGen Asset Management
Ontario, Canada
$5.64M
MHC
243
Meyer Handelman Company
New York
$5.6M -$511K -14,408 -8%
CRI
244
Commonwealth Retirement Investments
Virginia
$5.57M +$133K +3,745 +2%
FI
245
Fractal Investments
Connecticut
$5.56M
TYCC
246
Texas Yale Capital Corp
Florida
$5.3M -$214K -6,021 -4%
American Century Companies
247
American Century Companies
Missouri
$5.27M +$435K +12,265 +8%
MGP
248
Metis Global Partners
California
$5.22M +$217K +6,119 +4%
LA
249
LBP AM
France
$5.19M
OPTFSNA
250
Old Point Trust & Financial Services N A
Virginia
$5.12M -$168K -4,743 -3%

ENB Hedge Fund Activity: Q3 2023 in Review

1,165 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q3 2023, worth a combined $36.2B — down 3.8% from $37.7B a quarter earlier.

Sellers outnumbered buyers: 91 funds closed out of ENB and 81 opened new positions — a net loss of 10 holders — while 404 trimmed existing stakes and 483 added.

The largest buyer was Wellington Management Group, adding an estimated $997M. The largest seller was MUFG Securities EMEA, exiting entirely with an estimated $392M sold.

  • 1,165 institutional investors held Enbridge (ENB) as of Q3 2023, down from 1,195 in Q2 2023.
  • Funds reported $36.2B of Enbridge stock for Q3 2023, down 3.8% quarter-over-quarter.
  • 81 funds opened new Enbridge positions in Q3 2023 and 91 closed out, a net change of -10 holders.
  • The largest Enbridge buyer in Q3 2023 was Wellington Management Group, an estimated $997M added.
  • The largest Enbridge seller in Q3 2023 was MUFG Securities EMEA, an estimated $392M sold.

Based on aggregated 13F filings for Q3 2023.