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Enbridge

1,196 hedge funds and large institutions have $39.9B invested in Enbridge in 2023 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 463 increasing their positions, 433 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 79

7% more repeat investments, than reductions

Existing positions increased: 463 | Existing positions reduced: 433

0.34% less ownership

Funds ownership: 50.74%50.39% (-0.34%)

1% less capital invested

Capital invested by funds: $40.2B → $39.9B (-$304M)

1% less funds holding

Funds holding: 1,2141,196 (-18)

24% less funds holding in top 10

Funds holding in top 10: 4635 (-11)

43% less call options, than puts

Call options by funds: $470M | Put options by funds: $820M

Holders
1,196
Holders Change
-18
Holders Change %
-1.48%
% of All Funds
19.06%
Holding in Top 10
35
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-23.91%
% of All Funds
0.56%
New
90
Increased
463
Reduced
433
Closed
79
Calls
$470M
Puts
$820M
Net Calls
-$350M
Net Calls Change
-$535M
Name Holding Trade Value Shares
Change
Change in
Stake
PAI
251
Pittenger & Anderson Inc
Nebraska
$5.39M -$1.39M -35,373 -20%
CGH
252
Crossmark Global Holdings
Texas
$5.38M +$28.7K +731 +0.5%
SIA
253
Soltis Investment Advisors
Utah
$5.37M +$746K +19,007 +16%
AP
254
Americana Partners
Texas
$5.33M +$74.1K +1,889 +1%
AIM
255
Anchor Investment Management
South Carolina
$5.31M +$12.7K +323 +0.2%
SA
256
Strategic Advisors
New York
$5.3M -$24.6K -626 -0.4%
William Blair & Company
257
William Blair & Company
Illinois
$5.23M -$1.24M -31,691 -19%
SAM
258
Shell Asset Management
Netherlands
$5.18M -$47.1K -1,200 -0.9%
BIAS
259
Beacon Investment Advisory Services
New Jersey
$5.18M +$89.5K +2,281 +2%
MS
260
Madden Securities
Texas
$5.06M -$122K -3,100 -2%
MKC
261
M. Kraus & Co
Vermont
$5.05M +$1.33M +33,881 +34%
Rockefeller Capital Management
262
Rockefeller Capital Management
New York
$5.02M -$305K -7,778 -6%
DA
263
Duality Advisers
Florida
$5.02M -$174K -4,427 -3%
ISL
264
Ingalls & Snyder LLC
New York
$4.99M -$37.9K -967 -0.7%
AAM
265
Advisors Asset Management
Colorado
$4.97M +$145K +3,692 +3%
SEEDPG
266
S.E.E.D. Planning Group
New York
$4.95M -$70.4K -1,795 -1%
BRWA
267
B. Riley Wealth Advisors
Florida
$4.91M -$13.8K -353 -0.3%
Walleye Capital
268
Walleye Capital
New York
$4.89M +$2.99M +76,313 +147%
AHC
269
Adell Harriman & Carpenter
Texas
$4.88M -$380K -9,678 -7%
Ensign Peak Advisors
270
Ensign Peak Advisors
Utah
$4.85M +$949K +24,200 +23%
DFG
271
Demars Financial Group
Washington
$4.84M +$49.2K +1,254 +1%
SI
272
Stephens Inc
Arkansas
$4.83M +$912K +23,253 +22%
FVWA
273
Foster Victor Wealth Advisors
South Carolina
$4.82M +$407K +10,377 +9%
Northwestern Mutual Wealth Management
274
Northwestern Mutual Wealth Management
Wisconsin
$4.7M -$190K -4,841 -4%
FI
275
Fractal Investments
Connecticut
$4.63M +$4.76M +121,261 New

ENB Hedge Fund Activity: Q1 2023 in Review

1,196 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q1 2023, worth a combined $39.9B — down 0.76% from $40.2B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new ENB positions and 79 closed out — a net gain of 11 holders — while 463 added to existing stakes and 433 trimmed.

The largest buyer was Bank of Nova Scotia, adding an estimated $428M. The largest seller was Goldman Sachs, cutting an estimated $555M.

  • 1,196 institutional investors held Enbridge (ENB) as of Q1 2023, down from 1,214 in Q4 2022.
  • Funds reported $39.9B of Enbridge stock for Q1 2023, down 0.76% quarter-over-quarter.
  • 90 funds opened new Enbridge positions in Q1 2023 and 79 closed out, a net change of +11 holders.
  • The largest Enbridge buyer in Q1 2023 was Bank of Nova Scotia, an estimated $428M added.
  • The largest Enbridge seller in Q1 2023 was Goldman Sachs, an estimated $555M sold.

Based on aggregated 13F filings for Q1 2023.