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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
LC
501
Lindbrook Capital
California
$993K +$2.02K +53 +0.2%
RWM
502
Ritholtz Wealth Management
New York
$988K +$501K +13,148 +98%
IWA
503
Intercontinental Wealth Advisors
Texas
$986K +$2.75K +72 +0.3%
LF
504
Lee Financial
Texas
$973K +$990K +25,963 +11,965%
LOAMS
505
Lombard Odier Asset Management (Switzerland)
Switzerland
$969K
PWG
506
Portside Wealth Group
Utah
$965K +$991K +25,983 New
LC
507
LCNB Corp
Ohio
$954K -$7.39K -194 -0.7%
WAOTB
508
Wealth Advisors of Tampa Bay
Florida
$948K -$19K -498 -2%
CWM
509
Cornerstone Wealth Management
Missouri
$948K +$109K +2,859 +13%
EGM
510
Engineers Gate Manager
New York
$936K +$960K +25,195 New
CCA
511
Cobblestone Capital Advisors
New York
$934K -$1.79K -47 -0.2%
BCMO
512
Buckingham Capital Management (Ohio)
Ohio
$926K +$16.2K +426 +2%
GWM
513
Geneos Wealth Management
Colorado
$924K +$122K +3,199 +15%
TRCT
514
Tower Research Capital (TRC)
New York
$920K +$936K +24,541 +11,522%
LIM
515
Leavell Investment Management
Alabama
$913K -$95.8K -2,514 -9%
HCM
516
Highlander Capital Management
New Jersey
$909K +$2.59K +68 +0.3%
S
517
SignatureFD
Georgia
$907K +$79.4K +2,084 +9%
FNFDCM
518
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$904K +$13K +342 +1%
CS
519
Candriam SCA
Luxembourg
$903K
BB
520
Busey Bank
Illinois
$901K -$77.6K -2,035 -8%
FA
521
FDx Advisors
Illinois
$896K -$1.2M -31,480 -57%
CPIA
522
Cornell Pochily Investment Advisors
New York
$891K -$38.8K -1,017 -4%
WSC
523
Wellington Shields & Co
New York
$886K -$53.6K -1,406 -6%
Kovitz Investment Group Partners
524
Kovitz Investment Group Partners
Illinois
$882K +$903K +23,688 New
MIM
525
MTM Investment Management
South Carolina
$880K -$7.32K -192 -0.8%

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.