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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
OPTFSNA
251
Old Point Trust & Financial Services N A
Virginia
$5.42M -$125K -3,711 -2%
TCM
252
Telos Capital Management
California
$5.39M +$182K +5,384 +4%
FFAM
253
Forge First Asset Management
Canada
$5.37M +$5.02M +148,800 New
AWS
254
Atria Wealth Solutions
New York
$5.28M -$929K -27,549 -16%
MPWT
255
MassMutual Private Wealth & Trust
Connecticut
$5.26M -$108K -3,212 -2%
SA
256
Strategic Advisors
New York
$5.17M +$3.37K +100 +0.1%
LA
257
LBP AM
France
$5.17M -$431K -12,786 -8%
BF
258
BOK Financial
Oklahoma
$5.13M -$215K -6,386 -4%
MKC
259
M. Kraus & Co
Vermont
$5.13M +$50.3K +1,491 +1%
CGH
260
Crossmark Global Holdings
Texas
$5.01M +$37.3K +1,105 +0.8%
PAS
261
Point72 Asia (Singapore)
Singapore
$5M +$4.68M +138,800 New
AP
262
Americana Partners
Texas
$4.95M
USCWA
263
U.S. Capital Wealth Advisors
Texas
$4.84M +$3.57M +105,820 +371%
Cerity Partners
264
Cerity Partners
New York
$4.78M +$1.32M +39,079 +42%
Fiera Capital (Canada)
265
Fiera Capital (Canada)
Quebec, Canada
$4.75M -$90.5K -2,684 -2%
AIM
266
Anchor Investment Management
South Carolina
$4.67M -$21.2K -629 -0.5%
SFA
267
Semmax Financial Advisors
North Carolina
$4.66M -$391K -11,603 -8%
BIAS
268
Beacon Investment Advisory Services
New Jersey
$4.66M -$186K -5,524 -4%
AOWM
269
Alpha Omega Wealth Management
Virginia
$4.65M -$1.87M -55,405 -30%
William Blair & Company
270
William Blair & Company
Illinois
$4.53M +$1.28K +38 +0%
Ensign Peak Advisors
271
Ensign Peak Advisors
Utah
$4.52M +$27K +800 +0.6%
MC
272
Moors & Cabot
Massachusetts
$4.46M +$21.7K +643 +0.5%
VMPIC
273
Varma Mutual Pension Insurance Co
Finland
$4.34M +$4.04M +119,900 New
Allianz Asset Management
274
Allianz Asset Management
Germany
$4.25M -$3.31M -98,094 -46%
SI
275
Stephens Inc
Arkansas
$4.18M -$128K -3,794 -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.