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Enbridge

1,195 hedge funds and large institutions have $37.7B invested in Enbridge in 2023 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 415 increasing their positions, 476 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 69

3% more funds holding in top 10

Funds holding in top 10: 3536 (+1)

0% less funds holding

Funds holding: 1,1961,195 (-1)

0.69% less ownership

Funds ownership: 50.39%49.7% (-0.69%)

6% less capital invested

Capital invested by funds: $39.9B → $37.7B (-$2.22B)

13% less repeat investments, than reductions

Existing positions increased: 415 | Existing positions reduced: 476

29% less call options, than puts

Call options by funds: $623M | Put options by funds: $871M

Holders
1,195
Holders Change
-1
Holders Change %
-0.08%
% of All Funds
18.76%
Holding in Top 10
36
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.86%
% of All Funds
0.57%
New
78
Increased
415
Reduced
476
Closed
69
Calls
$623M
Puts
$871M
Net Calls
-$248M
Net Calls Change
+$102M
Name Holding Trade Value Shares
Change
Change in
Stake
AWAP
401
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$1.75M -$14.8K -387 -0.8%
MGIA
402
Moneta Group Investment Advisors
Missouri
$1.74M +$23.7K +621 +2%
TCWM
403
Total Clarity Wealth Management
Illinois
$1.74M +$1.79M +46,885 New
AC
404
Aldebaran Capital
Indiana
$1.73M -$6.52K -171 -0.4%
Bessemer Group
405
Bessemer Group
New Jersey
$1.71M +$100K +2,634 +6%
IWC
406
Integrated Wealth Concepts
Massachusetts
$1.7M +$52.4K +1,375 +3%
TIM
407
Tevis Investment Management
Texas
$1.7M +$27.8K +729 +2%
VPI
408
Value Partners Investments
Manitoba, Canada
$1.68M -$93.8K -2,461 -5%
HAS
409
HBW Advisory Services
California
$1.66M +$187K +4,912 +12%
TCMG
410
TSP Capital Management Group
New Jersey
$1.64M -$75K -1,968 -4%
SA
411
SL Advisors
New Jersey
$1.64M +$48.6K +1,274 +3%
GTAM
412
Global Trust Asset Management
Florida
$1.64M -$8.5K -223 -0.5%
GIA
413
Gladstone Institutional Advisory
Florida
$1.63M +$20K +524 +1%
APIM
414
Agate Pass Investment Management
Washington
$1.63M +$116K +3,040 +7%
BCM
415
Brookstone Capital Management
Illinois
$1.62M -$248K -6,496 -13%
JIC
416
Johnson Investment Counsel
Ohio
$1.62M +$327K +8,577 +25%
WS
417
Wedbush Securities
California
$1.57M -$249K -6,542 -13%
SSI
418
Scott & Selber Inc
Texas
$1.57M -$6.1K -160 -0.4%
MCIA
419
Mountain Capital Investment Advisors
Colorado
$1.56M -$458K -12,015 -22%
JAM
420
JCIC Asset Management
Ontario, Canada
$1.56M
AA
421
Argent Advisors
Louisiana
$1.55M +$43.5K +1,142 +3%
FCM
422
Fourpath Capital Management
Oklahoma
$1.55M -$14.7K -386 -0.9%
ISWM
423
Independent Solutions Wealth Management
New York
$1.54M -$135K -3,534 -8%
ICA
424
Infrastructure Capital Advisors
New York
$1.54M +$180K +4,709 +13%
CAM
425
Cresset Asset Management
Illinois
$1.53M +$1.12M +29,259 +244%

ENB Hedge Fund Activity: Q2 2023 in Review

1,195 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q2 2023, worth a combined $37.7B — down 5.6% from $39.9B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new ENB positions and 69 closed out — a net gain of 9 holders — while 415 added to existing stakes and 476 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $353M. The largest seller was GQG Partners, cutting an estimated $1.82B.

  • 1,195 institutional investors held Enbridge (ENB) as of Q2 2023, down from 1,196 in Q1 2023.
  • Funds reported $37.7B of Enbridge stock for Q2 2023, down 5.6% quarter-over-quarter.
  • 78 funds opened new Enbridge positions in Q2 2023 and 69 closed out, a net change of +9 holders.
  • The largest Enbridge buyer in Q2 2023 was Royal Bank of Canada, an estimated $353M added.
  • The largest Enbridge seller in Q2 2023 was GQG Partners, an estimated $1.82B sold.

Based on aggregated 13F filings for Q2 2023.