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Enbridge

1,195 hedge funds and large institutions have $37.7B invested in Enbridge in 2023 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 415 increasing their positions, 476 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 69

3% more funds holding in top 10

Funds holding in top 10: 3536 (+1)

0% less funds holding

Funds holding: 1,1961,195 (-1)

0.69% less ownership

Funds ownership: 50.39%49.7% (-0.69%)

6% less capital invested

Capital invested by funds: $39.9B → $37.7B (-$2.22B)

13% less repeat investments, than reductions

Existing positions increased: 415 | Existing positions reduced: 476

29% less call options, than puts

Call options by funds: $623M | Put options by funds: $871M

Holders
1,195
Holders Change
-1
Holders Change %
-0.08%
% of All Funds
18.76%
Holding in Top 10
36
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.86%
% of All Funds
0.57%
New
78
Increased
415
Reduced
476
Closed
69
Calls
$623M
Puts
$871M
Net Calls
-$248M
Net Calls Change
+$102M
Name Holding Trade Value Shares
Change
Change in
Stake
DA
276
Duality Advisers
Florida
$4.82M -$65.4K -1,715 -1%
William Blair & Company
277
William Blair & Company
Illinois
$4.81M -$287K -7,535 -5%
SEEDPG
278
S.E.E.D. Planning Group
New York
$4.79M -$31.1K -817 -0.6%
MS
279
Madden Securities
Texas
$4.76M -$164K -4,300 -3%
AWM
280
AE Wealth Management
Kansas
$4.71M -$593K -15,566 -11%
KJHP
281
K.J. Harrison & Partners
Ontario, Canada
$4.7M +$1.88M +49,249 +63%
DFG
282
Demars Financial Group
Washington
$4.64M -$71.1K -1,865 -1%
Ensign Peak Advisors
283
Ensign Peak Advisors
Utah
$4.63M
BRWA
284
B. Riley Wealth Advisors
Florida
$4.63M -$151K -3,964 -3%
AAM
285
Advisors Asset Management
Colorado
$4.49M -$355K -9,315 -7%
MC
286
Moors & Cabot
Massachusetts
$4.43M -$5.95K -156 -0.1%
Northwestern Mutual Wealth Management
287
Northwestern Mutual Wealth Management
Wisconsin
$4.37M -$209K -5,489 -4%
SSWM
288
Smith Salley Wealth Management
North Carolina
$4.3M -$1.12M -29,422 -20%
SCA
289
Stokes Capital Advisors
South Carolina
$4.26M +$468K +12,264 +12%
Cohen & Steers
290
Cohen & Steers
New York
$4.22M
HCM
291
Hutner Capital Management
Vermont
$4.15M +$76 +2 +0%
AI
292
Atria Investments
North Carolina
$4.15M +$146K +3,839 +4%
LWANC
293
Laurel Wealth Advisors (North Carolina)
North Carolina
$4.13M -$88.3K -2,316 -2%
PAG
294
Private Advisor Group
New Jersey
$4.12M +$551K +14,461 +15%
CDH
295
Charles D. Hyman
$4.02M -$11.8K -310 -0.3%
BFS
296
Bard Financial Services
Connecticut
$4M
QT
297
Quantbot Technologies
New York
$3.97M +$1.48M +38,723 +57%
Natixis Advisors
298
Natixis Advisors
Massachusetts
$3.94M +$275K +7,218 +7%
ATC
299
Argent Trust Co
Tennessee
$3.9M -$335K -8,788 -8%
HAC
300
Harbor Advisory Corp
New Hampshire
$3.88M +$7.05K +185 +0.2%

ENB Hedge Fund Activity: Q2 2023 in Review

1,195 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q2 2023, worth a combined $37.7B — down 5.6% from $39.9B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new ENB positions and 69 closed out — a net gain of 9 holders — while 415 added to existing stakes and 476 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $353M. The largest seller was GQG Partners, cutting an estimated $1.82B.

  • 1,195 institutional investors held Enbridge (ENB) as of Q2 2023, down from 1,196 in Q1 2023.
  • Funds reported $37.7B of Enbridge stock for Q2 2023, down 5.6% quarter-over-quarter.
  • 78 funds opened new Enbridge positions in Q2 2023 and 69 closed out, a net change of +9 holders.
  • The largest Enbridge buyer in Q2 2023 was Royal Bank of Canada, an estimated $353M added.
  • The largest Enbridge seller in Q2 2023 was GQG Partners, an estimated $1.82B sold.

Based on aggregated 13F filings for Q2 2023.