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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
ISL
276
Ingalls & Snyder LLC
New York
$4.16M -$412K -12,229 -10%
Cohen & Steers
277
Cohen & Steers
New York
$4.16M +$1.13M +33,531 +41%
AHC
278
Adell Harriman & Carpenter
Texas
$4.08M -$469K -13,920 -11%
BIMC
279
Benson Investment Management Company
Virginia
$4.05M +$395K +11,700 +12%
HCM
280
Hutner Capital Management
Vermont
$4.03M -$641 -19 -0%
BFS
281
Bard Financial Services
Connecticut
$4.01M +$62.4K +1,850 +2%
Northwestern Mutual Wealth Management
282
Northwestern Mutual Wealth Management
Wisconsin
$3.97M -$97.8K -2,901 -3%
DTL
283
Dynamic Technology Lab
Singapore
$3.96M +$2.94M +87,242 +382%
TPCW
284
TD Private Client Wealth
New York
$3.95M -$1.03M -30,458 -22%
AAM
285
Advisors Asset Management
Colorado
$3.91M -$156K -4,612 -4%
GAM
286
Griffin Asset Management
New York
$3.86M -$167K -4,939 -4%
SSWM
287
Smith Salley Wealth Management
North Carolina
$3.84M -$241K -7,142 -6%
AI
288
Atria Investments
North Carolina
$3.83M -$231K -6,847 -6%
PAG
289
Private Advisor Group
New Jersey
$3.81M +$379K +11,226 +12%
Natixis Advisors
290
Natixis Advisors
Massachusetts
$3.73M +$1.2M +35,473 +52%
ATC
291
Argent Trust Co
Tennessee
$3.66M -$37.1K -1,100 -1%
CDH
292
Charles D. Hyman
$3.63M -$225K -6,670 -6%
TIP
293
Torray Investment Partners
Maryland
$3.63M +$875K +25,940 +35%
PFA
294
Pathway Financial Advisers
Indiana
$3.62M +$146K +4,342 +5%
CP
295
Cumberland Partners
Ontario, Canada
$3.6M +$328K +9,730 +11%
Capital Fund Management (CFM)
296
Capital Fund Management (CFM)
France
$3.57M +$2.87M +85,200 +612%
HAC
297
Harbor Advisory Corp
New Hampshire
$3.52M -$222K -6,574 -6%
AFM
298
Anson Funds Management
Texas
$3.51M
SAM
299
Synergy Asset Management
Washington
$3.49M -$146K -4,338 -4%
KJHP
300
K.J. Harrison & Partners
Ontario, Canada
$3.44M +$1.52M +45,200 +90%

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.