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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
OPS
301
Orion Portfolio Solutions
Nebraska
$3.7M +$2.25M +57,450 +146%
PAG
302
Private Advisor Group
New Jersey
$3.69M -$2.77M -70,629 -42%
BTWM
303
Baker Tilly Wealth Management
Wisconsin
$3.68M +$205K +5,231 +6%
TBA
304
Tower Bridge Advisors
Pennsylvania
$3.66M -$89.1K -2,272 -2%
ACM
305
Argyle Capital Management
Pennsylvania
$3.61M +$196K +5,000 +6%
MBTD
306
Mechanics Bank - Trust Department
California
$3.61M +$44.8K +1,143 +1%
EWA
307
Exencial Wealth Advisors
Oklahoma
$3.6M -$342K -8,717 -8%
GIA
308
Gateway Investment Advisers
Ohio
$3.55M +$2.27M +57,812 +165%
M
309
MOTCO
Texas
$3.52M -$38.1K -972 -1%
RBC
310
Romano Brothers & Co
Illinois
$3.46M -$71.6K -1,826 -2%
GAM
311
Griffin Asset Management
New York
$3.41M +$1.45K +37 +0%
IAA
312
Independent Advisor Alliance
North Carolina
$3.4M -$2.11M -53,784 -38%
MGP
313
Metis Global Partners
California
$3.39M +$323K +8,231 +10%
SYBT
314
Stock Yards Bank & Trust
Kentucky
$3.39M -$35.2K -897 -1%
PFA
315
Pathway Financial Advisers
Indiana
$3.36M +$332K +8,458 +11%
FBT
316
First Bank & Trust
South Dakota
$3.36M +$327K +8,338 +10%
IF
317
Intrua Financial
Texas
$3.28M +$62.4K +1,591 +2%
PIC
318
PCJ Investment Counsel
Ontario, Canada
$3.27M -$283K -7,220 -8%
CTC
319
Central Trust Company
Missouri
$3.23M +$354K +9,031 +12%
PA
320
Pinnacle Associates
New York
$3.21M +$8.12K +207 +0.2%
GCM
321
Greenland Capital Management
New York
$3.19M +$3.28M +83,650 New
FCB
322
First County Bank
Connecticut
$3.16M +$164K +4,188 +5%
RCM
323
Radnor Capital Management
Pennsylvania
$3.12M +$20.6K +525 +0.6%
SSA
324
Schonfeld Strategic Advisors
New York
$3.09M +$1.12M +28,500 +54%
ASN
325
Advisory Services Network
Georgia
$3.09M +$236K +6,006 +8%

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.