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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
GRP
501
Global Retirement Partners
California
$917K -$85.1K -2,399 -8%
CSC
502
Caldwell Sutter Capital
California
$915K -$58.3K -1,643 -6%
CTA
503
Colonial Trust Advisors
South Carolina
$908K -$3.94K -111 -0.4%
WAM
504
Wolverine Asset Management
Illinois
$891K
HIC
505
Holderness Investments Company
North Carolina
$884K -$34.9K -984 -4%
GWM
506
Geneos Wealth Management
Colorado
$879K +$56.3K +1,585 +6%
SWM
507
Spire Wealth Management
Virginia
$871K -$86.4K -2,433 -9%
HAG
508
HF Advisory Group
Maryland
$857K +$227K +6,399 +33%
S
509
SignatureFD
Georgia
$855K +$42.9K +1,210 +5%
AWM
510
Adams Wealth Management
Utah
$853K +$78.6K +2,214 +9%
SCA
511
Stonebridge Capital Advisors
Minnesota
$852K -$80.1K -2,256 -8%
PPC
512
Park Place Capital
Alabama
$851K -$73.6K -2,074 -8%
EWM
513
Evercore Wealth Management
New York
$849K -$93.2K -2,625 -9%
BBA
514
BLB&B Advisors
Pennsylvania
$848K -$57K -1,605 -6%
LWCFA
515
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$843K -$58.5K -1,647 -6%
SCA
516
Snowden Capital Advisors
New York
$840K -$368K -10,365 -29%
WI
517
WrapManager Inc
California
$838K +$143K +4,016 +19%
CCA
518
Cobblestone Capital Advisors
New York
$834K +$355 +10 +0%
GS
519
GTS Securities
New York
$827K +$884K +24,908 New
LC
520
LCNB Corp
Ohio
$819K -$35.3K -995 -4%
LF
521
Lee Financial
Texas
$817K -$64.8K -1,825 -7%
LIM
522
Leavell Investment Management
Alabama
$812K -$13K -365 -1%
WSCM
523
Wellington Shields Capital Management
New York
$801K +$40.4K +1,139 +5%
TWP
524
Tempus Wealth Planning
California
$799K +$854K +24,064 New
HH
525
Hilltop Holdings
Texas
$798K +$48.1K +1,355 +6%

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.