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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
PFS
526
Prospera Financial Services
Texas
$876K +$91.1K +2,391 +11%
MOS
527
MGO One Seven
Ohio
$873K -$343K -8,988 -28%
SRC
528
Shufro Rose & Co
New York
$873K +$49.6K +1,300 +6%
GVAG
529
Great Valley Advisor Group
Delaware
$873K +$30.6K +804 +4%
AWM
530
Adams Wealth Management
Utah
$872K +$17.2K +450 +2%
Wealth Enhancement Advisory Services
531
Wealth Enhancement Advisory Services
Minnesota
$867K +$31.1K +817 +4%
NHT
532
New Hampshire Trust
New Hampshire
$867K -$108K -2,832 -11%
SFG
533
SevenBridge Financial Group
Pennsylvania
$866K -$36.8K -965 -4%
SB
534
Simmons Bank
Arkansas
$861K -$11.8K -309 -1%
WSCM
535
Wellington Shields Capital Management
New York
$854K +$76 +2 +0%
KA
536
Kovack Advisors
Florida
$853K -$76.9K -2,016 -8%
1SB
537
1ST Source Bank
Indiana
$848K -$26.2K -687 -3%
HH
538
Hilltop Holdings
Texas
$843K -$6.86K -180 -0.8%
OAM
539
Ostrum Asset Management
France
$840K -$57.8K -1,516 -6%
NGA
540
Naples Global Advisors
Florida
$837K -$53.4K -1,400 -6%
AMIM
541
Aull & Monroe Investment Management
Alabama
$834K -$7.32K -192 -0.8%
CA
542
Continuum Advisory
Idaho
$824K -$534K -14,017 -39%
IW
543
Imprint Wealth
South Carolina
$817K +$35.1K +922 +4%
BCM
544
Birch Capital Management
Texas
$812K
EWM
545
Evergreen Wealth Management
Michigan
$811K -$707K -18,537 -46%
TCM
546
Tandem Capital Management
New Jersey
$806K +$7.17K +188 +0.9%
GI
547
GAMCO Investors
Connecticut
$805K -$193K -5,063 -19%
MMPW
548
Mitchell McLeod Pugh & Williams
Alabama
$798K
ADMI
549
Albert D. Mason Inc
Massachusetts
$797K
MSA
550
Marino Stram & Associates
Massachusetts
$793K -$16.9K -442 -2%

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.