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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
Jones Financial Companies
476
Jones Financial Companies
Missouri
$1.1M -$3.77K -99 -0.3%
CSC
477
Caldwell Sutter Capital
California
$1.07M +$60K +1,573 +6%
RCG
478
Regatta Capital Group
California
$1.07M -$347K -9,103 -24%
FIM
479
Fruth Investment Management
Texas
$1.07M -$7.32K -192 -0.7%
GBT
480
Grove Bank & Trust
Florida
$1.07M -$78.5K -2,059 -7%
CFGS
481
Concourse Financial Group Securities
Alabama
$1.07M -$91.7K -2,405 -8%
CB
482
CNB Bank
Pennsylvania
$1.07M -$87.7K -2,301 -7%
SWM
483
Spire Wealth Management
Virginia
$1.06M -$102K -2,672 -9%
EWM
484
Evercore Wealth Management
New York
$1.05M +$38.9K +1,021 +4%
QC
485
Quaero Capital
Switzerland
$1.04M
MA
486
Mutual Advisors
Nebraska
$1.04M -$141K -3,697 -12%
Walleye Trading
487
Walleye Trading
New York
$1.04M +$1.06M +27,916 New
VFA
488
Voya Financial Advisors
Connecticut
$1.04M -$43.8K -1,148 -4%
PFGIA
489
Patriot Financial Group Insurance Agency
Massachusetts
$1.03M -$527K -13,812 -33%
LFAS
490
Level Four Advisory Services
Texas
$1.03M -$81.5K -2,139 -7%
SCA
491
Stonebridge Capital Advisors
Minnesota
$1.03M -$83.3K -2,185 -7%
AWM
492
Axxcess Wealth Management
California
$1.02M -$374K -9,798 -26%
PPC
493
Park Place Capital
Alabama
$1.02M -$124K -3,251 -11%
CTA
494
Colonial Trust Advisors
South Carolina
$1.02M -$22.3K -584 -2%
HIC
495
Holderness Investments Company
North Carolina
$1.02M +$34.5K +904 +3%
ECG
496
Edge Capital Group
Georgia
$1.01M -$90K -2,362 -8%
BBA
497
BLB&B Advisors
Pennsylvania
$1.01M -$38.7K -1,016 -4%
WAM
498
Wolverine Asset Management
Illinois
$998K
ONSWM
499
Old North State Wealth Management
North Carolina
$998K +$15.5K +406 +2%
LWCFA
500
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$996K -$14K -366 -1%

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.