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Enbridge

1,197 hedge funds and large institutions have $38.7B invested in Enbridge in 2023 Q4 according to their latest regulatory filings, with 147 funds opening new positions, 383 increasing their positions, 485 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 147 | Existing positions closed: 98

7% more capital invested

Capital invested by funds: $36.2B → $38.7B (+$2.41B)

3% more funds holding

Funds holding: 1,1651,197 (+32)

1.17% less ownership

Funds ownership: 51.43%50.26% (-1.2%)

10% less funds holding in top 10

Funds holding in top 10: 3935 (-4)

17% less call options, than puts

Call options by funds: $550M | Put options by funds: $659M

21% less repeat investments, than reductions

Existing positions increased: 383 | Existing positions reduced: 485

Holders
1,197
Holders Change
+32
Holders Change %
+2.75%
% of All Funds
17.45%
Holding in Top 10
35
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.26%
% of All Funds
0.51%
New
147
Increased
383
Reduced
485
Closed
98
Calls
$550M
Puts
$659M
Net Calls
-$109M
Net Calls Change
+$200M
Name Holding Trade Value Shares
Change
Change in
Stake
CFC
226
Cincinnati Financial Corp
Ohio
$6.69M
AllianceBernstein
227
AllianceBernstein
Tennessee
$6.64M +$439K +13,031 +8%
CB
228
Commerce Bank
Missouri
$6.5M -$18.5K -548 -0.3%
AOI
229
Auto-Owners Insurance
Michigan
$6.45M
HIM
230
Hillsdale Investment Management
Ontario, Canada
$6.42M -$973K -28,870 -14%
Focus Partners Wealth
231
Focus Partners Wealth
Massachusetts
$6.33M +$5.92M +175,693 New
TC
232
TownSquare Capital
Utah
$6.32M -$2.06M -61,192 -26%
PFM
233
Premier Fund Managers
United Kingdom
$6.3M -$843K -25,000 -13%
PFPT
234
Pinnacle Financial Partners (Tennessee)
Tennessee
$6.2M -$1.61M -47,694 -22%
MGP
235
Metis Global Partners
California
$6.17M +$473K +14,038 +9%
MFIM
236
Mesirow Financial Investment Management
Illinois
$6.12M +$5.73M +169,945 New
MHC
237
Meyer Handelman Company
New York
$6.08M
TA
238
Tectonic Advisors
Texas
$6.07M +$571K +16,928 +11%
HTIM
239
Harbour Trust & Investment Management
Indiana
$5.95M +$5.57M +165,115 New
DAC
240
Dividend Assets Capital
South Carolina
$5.86M +$324K +9,615 +6%
CCM
241
Chickasaw Capital Management
Tennessee
$5.85M -$390K -11,563 -7%
SIA
242
Soltis Investment Advisors
Utah
$5.76M -$355K -10,524 -6%
FVWA
243
Foster Victor Wealth Advisors
South Carolina
$5.74M +$356K +10,568 +7%
TYCC
244
Texas Yale Capital Corp
Florida
$5.73M +$34.9K +1,035 +0.7%
EGA
245
Eagle Global Advisors
Texas
$5.72M -$3.9M -115,600 -42%
IF
246
Insight Folios
North Carolina
$5.65M +$371K +11,004 +8%
Mariner
247
Mariner
Kansas
$5.64M -$2.16M -64,082 -29%
SAM
248
Shell Asset Management
Netherlands
$5.64M -$725K -21,494 -12%
CAI
249
Capital Advisors Inc
Oklahoma
$5.5M +$5.15M +152,726 New
MS
250
Madden Securities
Texas
$5.5M +$162K +4,795 +3%

ENB Hedge Fund Activity: Q4 2023 in Review

1,197 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q4 2023, worth a combined $38.7B — up 6.6% from $36.2B a quarter earlier.

Buyers outnumbered sellers: 147 funds opened new ENB positions and 98 closed out — a net gain of 49 holders — while 383 added to existing stakes and 485 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $306M. The largest seller was Bank of Montreal, cutting an estimated $412M.

  • 1,197 institutional investors held Enbridge (ENB) as of Q4 2023, up from 1,165 in Q3 2023.
  • Funds reported $38.7B of Enbridge stock for Q4 2023, up 6.6% quarter-over-quarter.
  • 147 funds opened new Enbridge positions in Q4 2023 and 98 closed out, a net change of +49 holders.
  • The largest Enbridge buyer in Q4 2023 was Morgan Stanley, an estimated $306M added.
  • The largest Enbridge seller in Q4 2023 was Bank of Montreal, an estimated $412M sold.

Based on aggregated 13F filings for Q4 2023.