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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
WAOTB
401
Wealth Advisors of Tampa Bay
Florida
$1.76M +$976K +27,510 +108%
HFBOT
402
Home Federal Bank of Tennessee
Tennessee
$1.76M -$8.59K -242 -0.5%
LSAG
403
Lake Street Advisors Group
New Hampshire
$1.75M -$26.7K -751 -1%
IWC
404
Integrated Wealth Concepts
Massachusetts
$1.71M +$193K +5,426 +12%
RCA
405
Riverview Capital Advisers
Massachusetts
$1.7M +$410K +11,543 +30%
LNWWM
406
Laird Norton Wetherby Wealth Management
California
$1.7M -$352K -9,923 -16%
Mitsubishi UFJ Trust & Banking
407
Mitsubishi UFJ Trust & Banking
Japan
$1.69M -$426K -12,000 -19%
KJHP
408
K.J. Harrison & Partners
Ontario, Canada
$1.67M -$2.73M -76,883 -61%
DAS
409
Dynamic Advisor Solutions
Arizona
$1.65M +$447K +12,603 +34%
AIM
410
Aigen Investment Management
New York
$1.64M +$691K +19,466 +65%
JIC
411
Johnson Investment Counsel
Ohio
$1.63M +$202K +5,685 +13%
CIC
412
Cincinnati Indemnity Company
Ohio
$1.63M
GIA
413
Gladstone Institutional Advisory
Florida
$1.6M +$154K +4,325 +10%
SGM
414
Seven Grand Managers
New York
$1.6M +$1.71M +48,095 New
AWAP
415
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$1.59M +$29.1K +820 +2%
AA
416
Argent Advisors
Louisiana
$1.58M +$201K +5,659 +14%
AWM
417
Apollon Wealth Management
South Carolina
$1.57M +$213K +5,998 +15%
TCWM
418
Total Clarity Wealth Management
Illinois
$1.56M +$5.79K +163 +0.3%
MGIA
419
Moneta Group Investment Advisors
Missouri
$1.56M +$413K +11,627 +33%
CAM
420
Cresset Asset Management
Illinois
$1.56M +$189K +5,326 +13%
AC
421
Aldebaran Capital
Indiana
$1.56M -$177 -5 -0%
VPI
422
Value Partners Investments
Manitoba, Canada
$1.53M +$24.3K +686 +2%
FFS
423
Founders Financial Securities
Maryland
$1.52M +$208K +5,866 +15%
CIAS
424
Capital Investment Advisory Services
North Carolina
$1.5M +$510K +14,377 +47%
SA
425
SL Advisors
New Jersey
$1.48M +$2.98K +84 +0.2%

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.