We are live on ! Find out more
ENB icon

Enbridge

1,220 hedge funds and large institutions have $38.2B invested in Enbridge in 2024 Q1 according to their latest regulatory filings, with 133 funds opening new positions, 453 increasing their positions, 433 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 96

19% more call options, than puts

Call options by funds: $458M | Put options by funds: $384M

2% more funds holding

Funds holding: 1,1971,220 (+23)

5% more repeat investments, than reductions

Existing positions increased: 453 | Existing positions reduced: 433

0.79% less ownership

Funds ownership: 50.26%49.47% (-0.79%)

1% less capital invested

Capital invested by funds: $38.7B → $38.2B (-$464M)

9% less funds holding in top 10

Funds holding in top 10: 3532 (-3)

Holders
1,220
Holders Change
+23
Holders Change %
+1.92%
% of All Funds
17.57%
Holding in Top 10
32
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.57%
% of All Funds
0.46%
New
133
Increased
453
Reduced
433
Closed
96
Calls
$458M
Puts
$384M
Net Calls
+$74.4M
Net Calls Change
+$184M
Name Holding Trade Value Shares
Change
Change in
Stake
ONSWM
501
Old North State Wealth Management
North Carolina
$1.09M +$35.2K +993 +3%
DCM
502
Donaldson Capital Management
Indiana
$1.09M -$40.3K -1,137 -4%
PWG
503
Portside Wealth Group
Utah
$1.09M +$172K +4,856 +19%
HAG
504
HighPoint Advisor Group
Illinois
$1.08M +$8.98K +253 +0.9%
Nomura Asset Management
505
Nomura Asset Management
Japan
$1.08M -$202K -5,700 -16%
CAM
506
Creekmur Asset Management
Illinois
$1.07M +$41.6K +1,172 +4%
LFAS
507
Level Four Advisory Services
Texas
$1.07M
MFG
508
Merit Financial Group
Georgia
$1.07M +$558K +15,713 +115%
HAG
509
HF Advisory Group
Maryland
$1.06M +$139K +3,909 +15%
CWM
510
Cornerstone Wealth Management
Missouri
$1.04M +$33.3K +938 +3%
LOAMS
511
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.04M +$61.3K +1,728 +6%
FIM
512
Fruth Investment Management
Texas
$1.04M
GCM
513
Greenland Capital Management
New York
$1.04M +$1.02M +28,650 New
MBT
514
Montecito Bank & Trust
California
$1.03M -$62.2K -1,752 -6%
BLC
515
Brown, Lisle/Cummings
Rhode Island
$1.03M +$119K +3,359 +13%
SFA
516
Sequoia Financial Advisors
Ohio
$1.02M -$173K -4,885 -15%
CFGS
517
Concourse Financial Group Securities
Alabama
$1.01M +$55.1K +1,552 +6%
SS
518
Sunbelt Securities
Texas
$998K +$583K +16,437 +148%
MMPW
519
Mitchell McLeod Pugh & Williams
Alabama
$996K +$212K +5,965 +28%
LF
520
Lee Financial
Texas
$992K -$9.58K -270 -1%
CSC
521
Caldwell Sutter Capital
California
$988K -$10.7K -301 -1%
WAM
522
Wolverine Asset Management
Illinois
$972K
OIA
523
OneDigital Investment Advisors
Kansas
$970K +$26K +733 +3%
SWM
524
Spire Wealth Management
Virginia
$969K +$32.8K +923 +4%
CB
525
CNB Bank
Pennsylvania
$967K -$21K -593 -2%

ENB Hedge Fund Activity: Q1 2024 in Review

1,220 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q1 2024, worth a combined $38.2B — down 1.2% from $38.7B a quarter earlier.

Buyers outnumbered sellers: 133 funds opened new ENB positions and 96 closed out — a net gain of 37 holders — while 453 added to existing stakes and 433 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $192M. The largest seller was Wellington Management Group, cutting an estimated $787M.

  • 1,220 institutional investors held Enbridge (ENB) as of Q1 2024, up from 1,197 in Q4 2023.
  • Funds reported $38.2B of Enbridge stock for Q1 2024, down 1.2% quarter-over-quarter.
  • 133 funds opened new Enbridge positions in Q1 2024 and 96 closed out, a net change of +37 holders.
  • The largest Enbridge buyer in Q1 2024 was Goldman Sachs, an estimated $192M added.
  • The largest Enbridge seller in Q1 2024 was Wellington Management Group, an estimated $787M sold.

Based on aggregated 13F filings for Q1 2024.