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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
OPA
426
Old Port Advisors
Maine
$1.48M -$7.49K -222 -0.5%
WS
427
Wedbush Securities
California
$1.48M -$7.32K -217 -0.5%
JHCP
428
Jackson Hole Capital Partners
Oklahoma
$1.47M +$6K +178 +0.4%
JCM
429
Jacobi Capital Management
Pennsylvania
$1.46M +$37K +1,096 +3%
FCM
430
Fourpath Capital Management
Oklahoma
$1.46M -$42.5K -1,261 -3%
AssetMark Inc
431
AssetMark Inc
California
$1.44M +$186K +5,525 +16%
WWM
432
Western Wealth Management
Colorado
$1.44M -$1.72K -51 -0.1%
CI
433
Cigna Investments
Connecticut
$1.43M -$9.74K -289 -0.7%
GC
434
Guggenheim Capital
Illinois
$1.42M +$44.8K +1,330 +3%
CM
435
Columbus Macro
Pennsylvania
$1.42M +$1.32M +39,126 New
TWP
436
Tempus Wealth Planning
California
$1.42M +$513K +15,226 +63%
GTAM
437
Global Trust Asset Management
Florida
$1.41M -$88.3K -2,620 -6%
DR
438
Davis Rea
Ontario, Canada
$1.4M -$477K -14,157 -27%
KWM
439
Kingsview Wealth Management
Oregon
$1.39M +$5.67K +168 +0.4%
SSB
440
Sandy Spring Bank
Maryland
$1.38M +$2.12K +63 +0.2%
XT
441
XTX Topco
Cayman Islands
$1.37M +$677K +20,069 +112%
AC
442
AlphaCore Capital
California
$1.37M +$5.19K +154 +0.4%
TI
443
Tidal Investments
Wisconsin
$1.35M -$144K -4,272 -10%
YCM
444
Yousif Capital Management
Michigan
$1.35M +$138K +4,100 +12%
BCA
445
Bay Colony Advisors
Massachusetts
$1.34M +$3.67K +109 +0.3%
FBT
446
First Bankers Trust
Kentucky
$1.34M -$203K -6,018 -14%
ISWM
447
Independent Solutions Wealth Management
New York
$1.32M -$34K -1,008 -3%
SMC
448
Smith, Moore & Co
Missouri
$1.29M -$97.9K -2,902 -7%
SWP
449
Stratos Wealth Partners
Ohio
$1.29M +$15.4K +456 +1%
Nomura Asset Management
450
Nomura Asset Management
Japan
$1.28M

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.