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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
EIP
326
Epoch Investment Partners
New York
$2.79M +$303 +9 +0%
FCA
327
FLC Capital Advisors
California
$2.78M -$66.6K -1,975 -2%
Squarepoint
328
Squarepoint
New York
$2.77M -$1.74M -51,660 -40%
CIC
329
Canal Insurance Company
South Carolina
$2.76M
MFFIA
330
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$2.74M
KS
331
Karpas Strategies
Connecticut
$2.64M -$42.3K -1,254 -2%
MBTD
332
Mechanics Bank - Trust Department
California
$2.64M -$623K -18,474 -20%
JWCA
333
J.W. Coons Advisors
Ohio
$2.63M -$48.7K -1,445 -2%
UFG
334
United Fire Group
Iowa
$2.63M
USAA
335
United Services Automobile Association
Texas
$2.61M +$261K +7,740 +12%
CIA
336
Capital Investment Advisors
Georgia
$2.6M -$149K -4,432 -6%
GIM
337
Gold Investment Management
Alberta, Canada
$2.6M +$2.43M +72,181 New
MGWM
338
Marks Group Wealth Management
Minnesota
$2.59M -$340K -10,078 -12%
PWW
339
Pettyjohn Wood & White
Virginia
$2.59M -$38K -1,127 -2%
HAS
340
HBW Advisory Services
California
$2.59M -$66.6K -1,974 -3%
PA
341
Procyon Advisors
Connecticut
$2.57M -$878K -26,044 -27%
FB
342
Fulton Bank
Pennsylvania
$2.48M -$23.5K -697 -1%
ASN
343
Advisory Services Network
Georgia
$2.42M -$499K -14,811 -18%
CPIG
344
Chicago Partners Investment Group
Illinois
$2.41M -$23.7K -704 -1%
MCB
345
Morton Community Bank
Illinois
$2.39M +$2.24M +66,469 New
CA
346
CGN Advisors
Kansas
$2.39M -$329K -9,743 -13%
RJT
347
Raymond James Trust
Florida
$2.37M -$85.2K -2,528 -4%
RCM
348
Raleigh Capital Management
North Carolina
$2.36M -$67.8K -2,010 -3%
Wolverine Trading
349
Wolverine Trading
Illinois
$2.35M -$501K -14,851 -19%
CA
350
Callahan Advisors
Texas
$2.33M +$357K +10,599 +20%

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.