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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
WSCM
526
Wellington Shields Capital Management
New York
$959K +$213 +6 +0%
SSA
527
Schonfeld Strategic Advisors
New York
$959K +$940K +26,500 New
IAIM
528
International Assets Investment Management
Florida
$946K +$281K +7,915 +7%
ACL
529
Applied Capital LLC
Florida
$936K +$432K +12,188 +89%
EGM
530
Engineers Gate Manager
New York
$916K +$366K +10,302 +69%
EWM
531
Evercore Wealth Management
New York
$916K -$4.43K -125 -0.5%
Simplex Trading
532
Simplex Trading
Illinois
$914K +$896K +25,265 New
MHS
533
M Holdings Securities
Oregon
$906K -$228K -6,434 -20%
IFG
534
Independent Financial Group
California
$903K -$173K -4,868 -16%
CCFM
535
Clear Creek Financial Management
Washington
$899K +$354K +9,978 +67%
HIC
536
Holderness Investments Company
North Carolina
$893K +$1.24K +35 +0.1%
BBA
537
BLB&B Advisors
Pennsylvania
$891K -$17.5K -493 -2%
IA
538
IFP Advisors
Florida
$890K -$58.5K -1,648 -6%
LWCFA
539
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$889K
ATPW
540
Ashton Thomas Private Wealth
Arizona
$889K -$12.8K -360 -1%
WA
541
WESPAC Advisors
California
$885K +$142K +4,009 +20%
CL
542
Choreo LLC
Illinois
$879K +$84.9K +2,392 +11%
PA
543
Parallel Advisors
California
$878K +$2.73K +77 +0.3%
MIM
544
MTM Investment Management
South Carolina
$876K +$6.07K +171 +0.7%
ECG
545
Edge Capital Group
Georgia
$876K -$134K -3,777 -13%
CIA
546
Concurrent Investment Advisors
Florida
$875K +$26.3K +740 +3%
IW
547
Imprint Wealth
South Carolina
$872K +$32.5K +915 +4%
LIM
548
Leavell Investment Management
Alabama
$871K +$674 +19 +0.1%
FCA
549
FinTrust Capital Advisors
South Carolina
$870K +$238K +6,715 +39%
PFS
550
Prospera Financial Services
Texas
$867K -$11.5K -324 -1%

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.