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Enbridge

1,196 hedge funds and large institutions have $39.9B invested in Enbridge in 2023 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 463 increasing their positions, 433 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 79

7% more repeat investments, than reductions

Existing positions increased: 463 | Existing positions reduced: 433

0.34% less ownership

Funds ownership: 50.74%50.39% (-0.34%)

1% less capital invested

Capital invested by funds: $40.2B → $39.9B (-$304M)

1% less funds holding

Funds holding: 1,2141,196 (-18)

24% less funds holding in top 10

Funds holding in top 10: 4635 (-11)

43% less call options, than puts

Call options by funds: $470M | Put options by funds: $820M

Holders
1,196
Holders Change
-18
Holders Change %
-1.48%
% of All Funds
19.06%
Holding in Top 10
35
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-23.91%
% of All Funds
0.56%
New
90
Increased
463
Reduced
433
Closed
79
Calls
$470M
Puts
$820M
Net Calls
-$350M
Net Calls Change
-$535M
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
501
Evercore Wealth Management
New York
$1.04M +$76.1K +1,939 +8%
LWCFA
502
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.04M -$43K -1,097 -4%
LIM
503
Leavell Investment Management
Alabama
$1.03M -$5.41K -138 -0.5%
PA
504
Procyon Advisors
Connecticut
$1.03M +$62.7K +1,598 +6%
LOAMS
505
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.03M +$29.7K +758 +5%
FHC
506
First Heartland Consultants
Missouri
$1.03M +$90.6K +2,311 +9%
WAM
507
Wolverine Asset Management
Illinois
$1.02M
GI
508
GAMCO Investors
Connecticut
$1.02M -$4.43K -113 -0.4%
LC
509
Lindbrook Capital
California
$1.02M +$247K +6,307 +31%
MWM
510
Meridian Wealth Management
Kentucky
$1.02M -$110K -2,798 -9%
API
511
Advisor Partners II
California
$1.01M +$269K +6,870 +35%
IWA
512
Intercontinental Wealth Advisors
Texas
$1.01M -$11.4K -291 -1%
ONSWM
513
Old North State Wealth Management
North Carolina
$1.01M +$52.5K +1,339 +5%
HIC
514
Holderness Investments Company
North Carolina
$1.01M -$42.3K -1,078 -4%
BB
515
Busey Bank
Illinois
$1M -$158K -4,027 -13%
NHT
516
New Hampshire Trust
New Hampshire
$998K -$34.1K -869 -3%
WAOTB
517
Wealth Advisors of Tampa Bay
Florida
$992K
TI
518
Tidal Investments
Wisconsin
$987K +$16K +408 +2%
LC
519
LCNB Corp
Ohio
$987K -$5.8K -148 -0.6%
MA
520
Mezzasalma Advisors
New Jersey
$976K -$4.71K -120 -0.5%
WSC
521
Wellington Shields & Co
New York
$964K
CCA
522
Cobblestone Capital Advisors
New York
$961K +$103K +2,627 +12%
CPIA
523
Cornell Pochily Investment Advisors
New York
$954K +$3.57K +91 +0.4%
KA
524
Kovack Advisors
Florida
$953K +$64.1K +1,634 +7%
Victory Capital Management
525
Victory Capital Management
Texas
$951K +$978K +24,925 New

ENB Hedge Fund Activity: Q1 2023 in Review

1,196 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q1 2023, worth a combined $39.9B — down 0.76% from $40.2B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new ENB positions and 79 closed out — a net gain of 11 holders — while 463 added to existing stakes and 433 trimmed.

The largest buyer was Bank of Nova Scotia, adding an estimated $428M. The largest seller was Goldman Sachs, cutting an estimated $555M.

  • 1,196 institutional investors held Enbridge (ENB) as of Q1 2023, down from 1,214 in Q4 2022.
  • Funds reported $39.9B of Enbridge stock for Q1 2023, down 0.76% quarter-over-quarter.
  • 90 funds opened new Enbridge positions in Q1 2023 and 79 closed out, a net change of +11 holders.
  • The largest Enbridge buyer in Q1 2023 was Bank of Nova Scotia, an estimated $428M added.
  • The largest Enbridge seller in Q1 2023 was Goldman Sachs, an estimated $555M sold.

Based on aggregated 13F filings for Q1 2023.