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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
WCBA
401
Weaver C. Barksdale & Associates
Tennessee
$1.69M -$397K -11,777 -20%
Bessemer Group
402
Bessemer Group
New Jersey
$1.69M +$168K +4,979 +12%
AWAP
403
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$1.68M -$38.7K -1,147 -2%
AC
404
Aldebaran Capital
Indiana
$1.67M -$4.05K -120 -0.3%
FSA
405
Fort Sheridan Advisors
Illinois
$1.66M +$231K +6,836 +17%
CAM
406
Cresset Asset Management
Illinois
$1.66M -$20.7K -615 -1%
TCMG
407
TSP Capital Management Group
New Jersey
$1.64M +$48.2K +1,430 +3%
SPIA
408
Steward Partners Investment Advisory
New York
$1.64M +$121K +3,579 +9%
TCWM
409
Total Clarity Wealth Management
Illinois
$1.63M -$57K -1,689 -4%
MOS
410
MGO One Seven
Ohio
$1.63M +$525K +15,579 +53%
VLKIM
411
Van Lanschot Kempen Investment Management
Netherlands
$1.62M -$188K -5,583 -18%
OTPPB
412
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.6M -$356K -10,560 -19%
HI
413
Horizon Investments
North Carolina
$1.6M +$45K +1,336 +3%
GIA
414
Gladstone Institutional Advisory
Florida
$1.59M -$131K -3,880 -8%
LNC
415
Lincoln National Corp
Pennsylvania
$1.56M -$444K -13,162 -23%
BCI
416
Brinker Capital Investments
Pennsylvania
$1.56M -$507K -15,040 -26%
OPS
417
Orion Portfolio Solutions
Nebraska
$1.56M -$507K -15,040 -26%
VPI
418
Value Partners Investments
Manitoba, Canada
$1.54M -$105K -3,102 -7%
APIM
419
Agate Pass Investment Management
Washington
$1.53M +$28.5K +846 +2%
PIWA
420
Prevail Innovative Wealth Advisors
Kansas
$1.53M +$1.43M +42,418 New
JIC
421
Johnson Investment Counsel
Ohio
$1.5M -$254K -7,532 -15%
MGIA
422
Moneta Group Investment Advisors
Missouri
$1.5M -$183K -5,426 -12%
BCM
423
Brookstone Capital Management
Illinois
$1.5M -$5.06K -150 -0.4%
CF
424
Canoe Financial
Alberta, Canada
$1.49M
PBK
425
Peoples Bank (Kansas)
Kansas
$1.49M -$18.7K -555 -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.