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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
FNFDCM
526
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$795K -$16.2K -457 -2%
Kovitz Investment Group Partners
527
Kovitz Investment Group Partners
Illinois
$793K +$3.55K +100 +0.4%
MIM
528
MTM Investment Management
South Carolina
$791K +$5.54K +156 +0.7%
FAIM
529
Financial Advocates Investment Management
Washington
$782K +$153K +4,302 +22%
LFAS
530
Level Four Advisory Services
Texas
$780K -$153K -4,303 -15%
IW
531
Imprint Wealth
South Carolina
$770K +$32.2K +906 +4%
SB
532
Simmons Bank
Arkansas
$769K
CA
533
Continuum Advisory
Idaho
$765K +$22.5K +634 +3%
Jones Financial Companies
534
Jones Financial Companies
Missouri
$759K -$237K -6,665 -23%
DTL
535
Dynamic Technology Lab
Singapore
$758K -$408K -11,488 -33%
WSC
536
Wellington Shields & Co
New York
$751K -$43.3K -1,220 -5%
NGA
537
Naples Global Advisors
Florida
$747K -$9.58K -270 -1%
First Trust Advisors
538
First Trust Advisors
Illinois
$743K -$68.2M -1,921,737 -99%
AMIM
539
Aull & Monroe Investment Management
Alabama
$743K -$2.56K -72 -0.3%
NHT
540
New Hampshire Trust
New Hampshire
$742K -$34.2K -963 -4%
CG
541
Caprock Group
Idaho
$742K +$160K +4,497 +25%
PAS
542
Park Avenue Securities
New York
$736K +$70.7K +1,991 +10%
CAG
543
Csenge Advisory Group
Florida
$734K +$479K +13,483 +157%
BCMO
544
Buckingham Capital Management (Ohio)
Ohio
$734K -$106K -2,988 -12%
MCIA
545
Mountain Capital Investment Advisors
Colorado
$734K -$691K -19,480 -47%
BCM
546
Birch Capital Management
Texas
$733K
EWM
547
Evergreen Wealth Management
Michigan
$733K +$8.94K +252 +1%
CPIA
548
Cornell Pochily Investment Advisors
New York
$729K -$71.2K -2,005 -8%
B
549
Bailard
California
$727K +$140K +3,941 +22%
WA
550
WESPAC Advisors
California
$726K +$21.4K +602 +3%

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.