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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
OPS
376
Orion Portfolio Solutions
Nebraska
$1.89M -$310K -8,746 -13%
SRC
377
Shufro Rose & Co
New York
$1.89M +$1.19M +33,450 +142%
LNC
378
Lincoln National Corp
Pennsylvania
$1.88M -$221K -6,228 -10%
BFA
379
Brendel Financial Advisors
New Hampshire
$1.88M +$21.1K +594 +1%
PP
380
Pacifica Partners
Canada
$1.87M +$177 +5 +0%
RFC
381
Regions Financial Corp
Alabama
$1.87M -$98.3K -2,770 -5%
SG Americas Securities
382
SG Americas Securities
New York
$1.87M
BSB
383
Bangor Savings Bank
Maine
$1.85M -$23.4K -659 -1%
PCM
384
Parsons Capital Management
Rhode Island
$1.84M -$72.5K -2,044 -4%
UCB
385
United Community Bank
South Carolina
$1.83M +$46.3K +1,305 +2%
Prudential Financial
386
Prudential Financial
New Jersey
$1.83M +$349K +9,840 +22%
TSWM
387
Triangle Securities Wealth Management
North Carolina
$1.83M +$15K +422 +0.8%
BFEC
388
Benjamin F. Edwards & Company
Missouri
$1.83M -$493K -13,899 -20%
FCB
389
First County Bank
Connecticut
$1.83M -$738K -20,807 -27%
GT
390
Glenmede Trust
Pennsylvania
$1.82M -$200K -5,636 -9%
AA
391
Ancora Advisors
Ohio
$1.82M -$4.58K -129 -0.2%
OTPPB
392
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.82M +$143K +4,041 +8%
CA
393
Callahan Advisors
Texas
$1.82M -$29.1K -820 -1%
CNFG
394
Creegan & Nassoura Financial Group
New Hampshire
$1.82M -$16K -450 -0.8%
HFM
395
Hartford Financial Management
Connecticut
$1.8M +$7.45K +210 +0.4%
IA
396
IFG Advisory
Georgia
$1.8M +$17K +480 +0.9%
BTWM
397
Baker Tilly Wealth Management
Wisconsin
$1.79M -$1.72M -48,549 -48%
SPC
398
Sigma Planning Corp
Michigan
$1.77M +$41K +1,154 +2%
DR
399
Davis Rea
Ontario, Canada
$1.77M -$176K -4,957 -9%
OSNBOA
400
Old Second National Bank of Aurora
Illinois
$1.76M +$24.7K +695 +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.