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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
FHC
476
First Heartland Consultants
Missouri
$1.1M -$159K -4,715 -13%
GRP
477
Global Retirement Partners
California
$1.1M +$29.7K +881 +3%
MBT
478
Montecito Bank & Trust
California
$1.09M -$290K -8,587 -22%
IFG
479
Independent Financial Group
California
$1.08M -$106K -3,132 -10%
VCA
480
Verdence Capital Advisors
Maryland
$1.07M -$332K -9,840 -25%
LFAS
481
Level Four Advisory Services
Texas
$1.07M +$208K +6,160 +26%
ONSWM
482
Old North State Wealth Management
North Carolina
$1.05M +$4.86K +144 +0.5%
WCM
483
Weaver Capital Management
Georgia
$1.05M +$982K +29,137 New
FAIM
484
Financial Advocates Investment Management
Washington
$1.04M +$178K +5,283 +22%
CAMG
485
CWA Asset Management Group
Florida
$1.04M -$145K -4,306 -13%
FIM
486
Fruth Investment Management
Texas
$1.03M -$742 -22 -0.1%
CAM
487
Creekmur Asset Management
Illinois
$1.03M +$961K +28,499 New
HAG
488
HighPoint Advisor Group
Illinois
$1.02M +$958K +28,400 New
MWAM
489
Manhattan West Asset Management
California
$1.01M -$1.81M -53,577 -66%
ECG
490
Edge Capital Group
Georgia
$1.01M +$944 +28 +0.1%
KPWS
491
Kestra Private Wealth Services
Texas
$1.01M +$261K +7,746 +38%
CWM
492
Cornerstone Wealth Management
Missouri
$1M +$4.96K +147 +0.5%
PFGIA
493
Patriot Financial Group Insurance Agency
Massachusetts
$1M -$2.63K -78 -0.3%
LF
494
Lee Financial
Texas
$997K +$112K +3,335 +14%
CSC
495
Caldwell Sutter Capital
California
$995K +$11.3K +335 +1%
LOAMS
496
Lombard Odier Asset Management (Switzerland)
Switzerland
$986K +$343K +10,169 +59%
CB
497
CNB Bank
Pennsylvania
$985K -$34.2K -1,014 -4%
WAM
498
Wolverine Asset Management
Illinois
$967K
PAS
499
Park Avenue Securities
New York
$962K +$151K +4,486 +20%
WSCM
500
Wellington Shields Capital Management
New York
$954K +$79.7K +2,363 +10%

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.