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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
Kovitz Investment Group Partners
526
Kovitz Investment Group Partners
Illinois
$861K
DZ Bank
527
DZ Bank
Germany
$855K +$437K +12,973 +121%
CCM
528
Cinctive Capital Management
New York
$847K +$793K +23,505 New
CIA
529
Concurrent Investment Advisors
Florida
$845K +$791K +23,453 New
IW
530
Imprint Wealth
South Carolina
$843K +$15.7K +466 +2%
FNFDCM
531
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$822K -$34.9K -1,035 -4%
VWM
532
Vivid Wealth Management
Iowa
$822K +$769K +22,817 New
WI
533
WrapManager Inc
California
$822K -$81.7K -2,422 -10%
WSC
534
Wellington Shields & Co
New York
$816K
EWM
535
Evergreen Wealth Management
Michigan
$811K +$14.1K +419 +2%
EWA
536
ERTS Wealth Advisors
Michigan
$810K +$38.7K +1,147 +5%
DI
537
DFPG Investments
Utah
$809K +$47.2K +1,400 +7%
NGA
538
Naples Global Advisors
Florida
$802K
HH
539
Hilltop Holdings
Texas
$801K -$61.3K -1,817 -8%
SPC
540
Sigma Planning Corp
Michigan
$801K -$1.05M -31,052 -58%
SB
541
Simmons Bank
Arkansas
$792K -$39.2K -1,164 -5%
MCIA
542
Mountain Capital Investment Advisors
Colorado
$790K -$25.2K -747 -3%
CL
543
Choreo LLC
Illinois
$789K +$14.5K +430 +2%
AMIM
544
Aull & Monroe Investment Management
Alabama
$788K -$16.9K -500 -2%
AWM
545
Adams Wealth Management
Utah
$786K -$130K -3,852 -15%
MSA
546
Marino Stram & Associates
Massachusetts
$781K
MMPW
547
Mitchell McLeod Pugh & Williams
Alabama
$776K -$67 -2 -0%
SC
548
Savant Capital
Illinois
$776K +$137K +4,049 +23%
B
549
Bailard
California
$774K -$14.2K -422 -2%
SFS
550
Sowell Financial Services
Arkansas
$771K +$35.2K +1,044 +5%

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.