We are live on ! Find out more
ENB icon

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
BCMO
526
Buckingham Capital Management (Ohio)
Ohio
$934K +$167K +4,269 +21%
HCM
527
Highlander Capital Management
New Jersey
$928K -$2.39K -61 -0.2%
AIP
528
Ahrens Investment Partners
Louisiana
$927K -$773K -19,705 -45%
SFG
529
SevenBridge Financial Group
Pennsylvania
$926K +$92.4K +2,355 +11%
Wolverine Trading
530
Wolverine Trading
Illinois
$921K -$1.83M -46,662 -66%
OAM
531
Ostrum Asset Management
France
$918K +$945K +24,100 New
NGA
532
Naples Global Advisors
Florida
$913K +$87.8K +2,239 +10%
FNFDCM
533
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$913K -$44.2K -1,127 -4%
MIM
534
MTM Investment Management
South Carolina
$911K +$5.53K +141 +0.6%
RIL
535
Rothschild Investment LLC
Illinois
$900K
CWS
536
Cypress Wealth Services
California
$899K +$389K +9,928 +73%
1SB
537
1ST Source Bank
Indiana
$897K -$32.6K -832 -3%
SB
538
Simmons Bank
Arkansas
$895K -$15.7K -401 -2%
BFG
539
Bleakley Financial Group
New Jersey
$895K +$93.5K +2,384 +11%
EH
540
Equitable Holdings
New York
$887K +$251K +6,396 +38%
AWM
541
Adams Wealth Management
Utah
$878K +$122K +3,108 +16%
WSCM
542
Wellington Shields Capital Management
New York
$877K -$39.3K -1,003 -4%
HH
543
Hilltop Holdings
Texas
$872K -$549 -14 -0.1%
WI
544
WrapManager Inc
California
$871K +$87.2K +2,224 +11%
FTDI
545
First Trust Direct Indexing
Massachusetts
$869K -$22K -561 -2%
GVAG
546
Great Valley Advisor Group
Delaware
$866K -$227K -5,780 -20%
AMIM
547
Aull & Monroe Investment Management
Alabama
$864K -$31.1K -794 -3%
CWM
548
Cornerstone Wealth Management
Missouri
$864K +$888K +22,647 New
Wealth Enhancement Advisory Services
549
Wealth Enhancement Advisory Services
Minnesota
$859K +$884K +22,526 New
S
550
SignatureFD
Georgia
$851K -$65.2K -1,661 -7%

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.