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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
EWA
351
Exencial Wealth Advisors
Oklahoma
$2.3M -$612K -18,142 -22%
TIM
352
Tevis Investment Management
Texas
$2.29M +$190K +5,630 +10%
AA
353
Ancora Advisors
Ohio
$2.28M +$284K +8,410 +15%
TC
354
Tacita Capital
Ontario, Canada
$2.26M +$170K +5,032 +9%
Assenagon Asset Management
355
Assenagon Asset Management
Luxembourg
$2.25M +$78.3K +2,323 +4%
RCM
356
Radnor Capital Management
Pennsylvania
$2.24M -$58.9K -1,748 -3%
GIA
357
Gateway Investment Advisers
Ohio
$2.23M +$1.38M +40,803 +192%
WC
358
Woodstock Corp
Massachusetts
$2.19M -$3.24K -96 -0.2%
WEG
359
World Equity Group
Illinois
$2.19M -$15.4K -456 -0.7%
PS
360
Principal Securities
Iowa
$2.19M +$2.05M +60,690 New
UB
361
UMB Bank
Missouri
$2.15M -$104K -3,097 -5%
PP
362
Pacifica Partners
Canada
$2.14M +$67.4K +2,000 +3%
BFA
363
Brendel Financial Advisors
New Hampshire
$2.13M +$113K +3,353 +6%
IWC
364
Integrated Wealth Concepts
Massachusetts
$2.11M +$245K +7,270 +14%
LNWWM
365
Laird Norton Wetherby Wealth Management
California
$2.08M +$242K +7,190 +14%
RFC
366
Regions Financial Corp
Alabama
$2.08M +$44.7K +1,327 +2%
GF
367
Gries Financial
Ohio
$2.07M -$37K -1,098 -2%
GT
368
Glenmede Trust
Pennsylvania
$2.05M +$68.8K +2,040 +4%
HFM
369
Hartford Financial Management
Connecticut
$2.04M +$99K +2,937 +5%
CTC
370
Central Trust Company
Missouri
$2.04M -$337K -9,984 -15%
EHC
371
Everett Harris & Co
California
$2.04M -$44.7K -1,326 -2%
IA
372
IFG Advisory
Georgia
$2.03M +$71.6K +2,123 +4%
TSWM
373
Triangle Securities Wealth Management
North Carolina
$1.99M +$21.4K +635 +1%
SG Americas Securities
374
SG Americas Securities
New York
$1.98M
BSB
375
Bangor Savings Bank
Maine
$1.97M -$28K -831 -1%

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.