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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
CFGS
501
Concourse Financial Group Securities
Alabama
$951K -$53.5K -1,586 -6%
IA
502
IFP Advisors
Florida
$946K +$278K +8,230 +46%
BBHC
503
Brown Brothers Harriman & Co
New York
$943K -$364K -10,801 -29%
WAOTB
504
Wealth Advisors of Tampa Bay
Florida
$940K -$907K -26,910 -51%
OIA
505
OneDigital Investment Advisors
Kansas
$940K +$365K +10,834 +71%
SWM
506
Spire Wealth Management
Virginia
$931K -$9.78K -290 -1%
HAG
507
HF Advisory Group
Maryland
$918K -$1.72K -51 -0.2%
EWM
508
Evercore Wealth Management
New York
$917K -$4.38K -130 -0.5%
PWG
509
Portside Wealth Group
Utah
$911K -$103K -3,057 -11%
BBA
510
BLB&B Advisors
Pennsylvania
$909K -$11.1K -330 -1%
BLC
511
Brown, Lisle/Cummings
Rhode Island
$905K +$250K +7,412 +42%
CA
512
Continuum Advisory
Idaho
$900K +$73K +2,165 +9%
ATPW
513
Ashton Thomas Private Wealth
Arizona
$898K -$200K -5,932 -19%
SCA
514
Snowden Capital Advisors
New York
$897K -$13.6K -404 -2%
QWM
515
Quadcap Wealth Management
Texas
$894K +$837K +24,812 New
LWCFA
516
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$893K
DFG
517
Demars Financial Group
Washington
$890K -$3.22M -95,421 -79%
FFN
518
Focus Financial Network
Minnesota
$888K +$330K +9,788 +66%
HIC
519
Holderness Investments Company
North Carolina
$888K -$57.6K -1,709 -6%
PPC
520
Park Place Capital
Alabama
$883K -$32.9K -976 -4%
GBT
521
Grove Bank & Trust
Florida
$880K -$238K -7,064 -22%
PFS
522
Prospera Financial Services
Texas
$874K -$392K -11,624 -32%
PA
523
Parallel Advisors
California
$871K +$81K +2,402 +11%
LIM
524
Leavell Investment Management
Alabama
$867K -$5.09K -151 -0.6%
MIM
525
MTM Investment Management
South Carolina
$866K +$6.98K +207 +0.9%

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.