We are live on ! Find out more
ENB icon

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
CCIA
301
Campbell & Co Investment Adviser
Maryland
$3.36M +$2.62M +77,605 +494%
CA
302
Cetera Advisors
Colorado
$3.32M +$180K +5,351 +6%
Axa
303
Axa
France
$3.31M +$14.9K +441 +0.5%
Mercer Global Advisors
304
Mercer Global Advisors
Colorado
$3.3M +$987K +29,258 +47%
PA
305
Pinnacle Associates
New York
$3.3M +$207K +6,140 +7%
LWANC
306
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.25M -$388K -11,510 -11%
M
307
MOTCO
Texas
$3.24M -$42.4K -1,256 -1%
IF
308
Intrua Financial
Texas
$3.2M +$8.63K +256 +0.3%
PIC
309
PCJ Investment Counsel
Ontario, Canada
$3.19M
IAA
310
Independent Advisor Alliance
North Carolina
$3.18M +$20.4K +605 +0.7%
RBC
311
Romano Brothers & Co
Illinois
$3.17M -$29.5K -875 -1%
KAS
312
Kestra Advisory Services
Texas
$3.14M -$457K -13,539 -13%
CSS
313
Cubist Systematic Strategies
Connecticut
$3.13M +$349K +10,352 +14%
Fifth Third Bancorp
314
Fifth Third Bancorp
Ohio
$3.11M -$6.68M -198,009 -70%
MIA
315
MainStreet Investment Advisors
Illinois
$3.11M -$197K -5,851 -6%
SCA
316
Stokes Capital Advisors
South Carolina
$3.11M -$101K -2,983 -3%
ACM
317
Argyle Capital Management
Pennsylvania
$3.09M -$413K -12,241 -12%
FBT
318
First Bank & Trust
South Dakota
$3.03M +$28.5K +844 +1%
CNFG
319
Creegan & Nassoura Financial Group
New Hampshire
$3.02M +$1M +29,685 +55%
BRWA
320
B. Riley Wealth Advisors
Florida
$3M -$180K -5,347 -6%
SCP
321
Stamos Capital Partners
California
$3M -$977K -28,980 -26%
SYBT
322
Stock Yards Bank & Trust
Kentucky
$2.96M -$74.9K -2,222 -3%
CIG
323
Cullen Investment Group
Louisiana
$2.96M +$2.77M +82,114 New
TBA
324
Tower Bridge Advisors
Pennsylvania
$2.93M -$54K -1,600 -2%
Pathstone Holdings
325
Pathstone Holdings
New Jersey
$2.89M +$2.7M +80,070 New

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.