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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
BLAM
376
Bourne Lent Asset Management
New York
$1.95M -$506K -15,000 -22%
UCB
377
United Community Bank
South Carolina
$1.95M -$38.1K -1,130 -2%
DAS
378
Dynamic Advisor Solutions
Arizona
$1.91M +$82.6K +2,451 +5%
LSAG
379
Lake Street Advisors Group
New Hampshire
$1.91M +$10.8K +320 +0.6%
HFBOT
380
Home Federal Bank of Tennessee
Tennessee
$1.91M -$843 -25 -0%
DAM
381
Doheny Asset Management
California
$1.89M +$1.54M +45,653 +663%
AWM
382
Axxcess Wealth Management
California
$1.89M +$457K +13,562 +35%
SRC
383
Shufro Rose & Co
New York
$1.88M -$10.1K -300 -0.5%
OSNBOA
384
Old Second National Bank of Aurora
Illinois
$1.88M -$32.5K -964 -2%
PCM
385
Parsons Capital Management
Rhode Island
$1.86M -$124K -3,688 -7%
CIAS
386
Capital Investment Advisory Services
North Carolina
$1.86M +$216K +6,418 +14%
AWM
387
Apollon Wealth Management
South Carolina
$1.85M +$150K +4,454 +10%
CLOS
388
Compagnie Lombard Odier SCmA
Switzerland
$1.84M +$1.72M +51,000 New
RB
389
Rodgers Brothers
Pennsylvania
$1.84M +$1.73M +51,165 New
Mitsubishi UFJ Trust & Banking
390
Mitsubishi UFJ Trust & Banking
Japan
$1.84M +$6.74K +200 +0.4%
BFEC
391
Benjamin F. Edwards & Company
Missouri
$1.82M -$146K -4,341 -8%
RCA
392
Riverview Capital Advisers
Massachusetts
$1.82M -$2.19K -65 -0.1%
SA
393
SL Advisors
New Jersey
$1.8M +$201K +5,954 +13%
CIC
394
Cincinnati Indemnity Company
Ohio
$1.77M
AA
395
Argent Advisors
Louisiana
$1.77M +$53.1K +1,574 +3%
ICA
396
Infrastructure Capital Advisors
New York
$1.76M +$56.9K +1,686 +4%
BTWM
397
Baker Tilly Wealth Management
Wisconsin
$1.73M -$187K -5,543 -10%
Prudential Financial
398
Prudential Financial
New Jersey
$1.71M -$251K -7,448 -14%
FFS
399
Founders Financial Securities
Maryland
$1.71M +$56.3K +1,671 +4%
FCB
400
First County Bank
Connecticut
$1.71M -$254K -7,535 -14%

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.