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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
CAMG
476
CWA Asset Management Group
Florida
$1.1M -$87.5K -2,466 -7%
WA
477
Wealth Alliance
New York
$1.1M +$70.3K +1,982 +6%
IFG
478
Independent Financial Group
California
$1.1M +$3.69K +104 +0.3%
DCM
479
Donaldson Capital Management
Indiana
$1.1M +$19.5K +550 +2%
GAM
480
Gotham Asset Management
New York
$1.07M -$1.25M -35,240 -52%
VFA
481
Voya Financial Advisors
Connecticut
$1.06M +$126K +3,552 +13%
MHS
482
M Holdings Securities
Oregon
$1.05M +$1.12M +31,466 New
GBT
483
Grove Bank & Trust
Florida
$1.05M +$94.5K +2,663 +9%
Carson Wealth (CWM LLC)
484
Carson Wealth (CWM LLC)
Nebraska
$1.04M -$276K -7,789 -20%
ATPW
485
Ashton Thomas Private Wealth
Arizona
$1.03M +$692K +19,487 +171%
PL
486
Parkwood LLC
Ohio
$1.03M -$4.88M -137,403 -82%
Macquarie Group
487
Macquarie Group
Australia
$989K +$739K +20,815 +233%
MOS
488
MGO One Seven
Ohio
$987K +$216K +6,077 +26%
HVIA
489
Hudson Valley Investment Advisors
New York
$985K -$369K -10,404 -26%
BHPW
490
Beverly Hills Private Wealth
California
$965K -$867K -24,417 -46%
ONSWM
491
Old North State Wealth Management
North Carolina
$963K +$76.5K +2,154 +8%
FIM
492
Fruth Investment Management
Texas
$962K -$6.21K -175 -0.6%
Thrivent Financial for Lutherans
493
Thrivent Financial for Lutherans
Minnesota
$961K +$269K +7,582 +36%
USCWA
494
U.S. Capital Wealth Advisors
Texas
$947K -$4.01M -112,854 -80%
CB
495
CNB Bank
Pennsylvania
$941K -$13.8K -388 -1%
PWG
496
Portside Wealth Group
Utah
$940K +$83.5K +2,354 +9%
PFGIA
497
Patriot Financial Group Insurance Agency
Massachusetts
$936K +$3.41K +96 +0.3%
CFGS
498
Concourse Financial Group Securities
Alabama
$929K -$31.4K -885 -3%
ECG
499
Edge Capital Group
Georgia
$929K +$27.5K +775 +3%
CWM
500
Cornerstone Wealth Management
Missouri
$920K +$78.4K +2,208 +9%

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.