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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
LWANC
301
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.41M -$338K -9,515 -9%
SAM
302
Synergy Asset Management
Washington
$3.39M +$3.59M +101,167 New
KAS
303
Kestra Advisory Services
Texas
$3.34M +$26.5K +747 +0.7%
PA
304
Procyon Advisors
Connecticut
$3.26M +$1.46M +41,021 +73%
ACM
305
Argyle Capital Management
Pennsylvania
$3.25M +$182K +5,115 +6%
AFM
306
Anson Funds Management
Texas
$3.22M +$3.45M +97,100 New
PFA
307
Pathway Financial Advisers
Indiana
$3.19M +$3.41M +96,020 New
Qube Research & Technologies (QRT)
308
Qube Research & Technologies (QRT)
United Kingdom
$3.15M +$146K +4,120 +5%
PAG
309
Private Advisor Group
New Jersey
$3.14M -$588K -16,566 -15%
Cerity Partners
310
Cerity Partners
New York
$3.12M -$1.42M -39,958 -30%
MIA
311
MainStreet Investment Advisors
Illinois
$3.06M -$272K -7,668 -8%
CP
312
Cumberland Partners
Ontario, Canada
$3.04M -$448K -12,632 -12%
MBTD
313
Mechanics Bank - Trust Department
California
$3.04M -$54.5K -1,536 -2%
Axa
314
Axa
France
$3.04M -$14M -394,840 -81%
M
315
MOTCO
Texas
$3.03M -$24.7K -695 -0.8%
SCA
316
Stokes Capital Advisors
South Carolina
$2.99M -$899K -25,338 -22%
LIM
317
Longfellow Investment Management
Massachusetts
$2.99M +$3.19M +90,000 New
BRWA
318
B. Riley Wealth Advisors
Florida
$2.95M -$1.27M -35,919 -29%
RBC
319
Romano Brothers & Co
Illinois
$2.95M -$72.8K -2,051 -2%
IF
320
Intrua Financial
Texas
$2.94M -$35.6K -1,003 -1%
PIC
321
PCJ Investment Counsel
Ontario, Canada
$2.94M -$347K -9,790 -10%
VF
322
Virtu Financial
New York
$2.93M +$131K +3,682 +4%
IAA
323
Independent Advisor Alliance
North Carolina
$2.92M -$57.6K -1,624 -2%
CA
324
Cetera Advisors
Colorado
$2.88M +$315K +8,876 +11%
PA
325
Pinnacle Associates
New York
$2.86M +$43.6K +1,228 +1%

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.