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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
DAC
251
Dividend Assets Capital
South Carolina
$5.08M +$1.96M +55,359 +57%
TA
252
Tectonic Advisors
Texas
$5.03M +$739K +20,825 +16%
SFA
253
Semmax Financial Advisors
North Carolina
$5.01M +$5.25M +148,036 New
Holocene Advisors
254
Holocene Advisors
New York
$4.98M +$5.32M +150,000 New
MS
255
Madden Securities
Texas
$4.96M +$696K +19,607 +15%
MPWT
256
MassMutual Private Wealth & Trust
Connecticut
$4.95M -$60.4K -1,703 -1%
SAM
257
Silvercrest Asset Management
New York
$4.94M +$23.6K +664 +0.4%
TCM
258
Telos Capital Management
California
$4.84M -$24.7K -697 -0.5%
IF
259
Insight Folios
North Carolina
$4.84M -$569K -16,026 -10%
SA
260
Strategic Advisors
New York
$4.81M +$161K +4,540 +3%
BF
261
BOK Financial
Oklahoma
$4.77M +$177K +4,982 +3%
MKC
262
M. Kraus & Co
Vermont
$4.72M +$275K +7,745 +6%
TPCW
263
TD Private Client Wealth
New York
$4.65M -$274K -7,714 -5%
AP
264
Americana Partners
Texas
$4.61M -$49.9K -1,407 -1%
FIA
265
Foundations Investment Advisors
Arizona
$4.6M +$1.97M +55,485 +67%
FVWA
266
Foster Victor Wealth Advisors
South Carolina
$4.57M +$330K +9,293 +7%
HF
267
HRT Financial
New York
$4.53M +$4.84M +136,345 New
CGH
268
Crossmark Global Holdings
Texas
$4.47M +$14.8K +416 +0.3%
BIAS
269
Beacon Investment Advisory Services
New Jersey
$4.47M -$89.5K -2,522 -2%
Parallax Volatility Advisers
270
Parallax Volatility Advisers
California
$4.47M +$4.78M +134,705 New
Fiera Capital (Canada)
271
Fiera Capital (Canada)
Quebec, Canada
$4.45M +$2.2M +61,890 +86%
AIM
272
Anchor Investment Management
South Carolina
$4.37M -$171K -4,815 -4%
AWM
273
AE Wealth Management
Kansas
$4.28M +$69.9K +1,969 +2%
Squarepoint
274
Squarepoint
New York
$4.26M +$1.49M +41,868 +48%
MIM
275
Monashee Investment Management
Massachusetts
$4.25M +$4.55M +128,100 New

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.