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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
CS
551
Candriam SCA
Luxembourg
$850K +$62.3K +1,587 +7%
NERM
552
New England Research & Management
Illinois
$848K -$53K -1,350 -6%
SRC
553
Shufro Rose & Co
New York
$847K +$56.9K +1,450 +7%
CFAM
554
Center For Asset Management
Florida
$840K +$7.92K +202 +0.9%
BCM
555
Birch Capital Management
Texas
$834K -$2.67K -68 -0.3%
MSA
556
Marino Stram & Associates
Massachusetts
$831K +$43K +1,095 +5%
PAS
557
Park Avenue Securities
New York
$830K -$103K -2,622 -11%
GWM
558
Geneos Wealth Management
Colorado
$827K -$1.28M -32,543 -60%
TCM
559
Tandem Capital Management
New Jersey
$820K +$42.4K +1,082 +5%
MMPW
560
Mitchell McLeod Pugh & Williams
Alabama
$819K
ADMI
561
Albert D. Mason Inc
Massachusetts
$818K -$2.86K -73 -0.3%
PFS
562
Prospera Financial Services
Texas
$809K -$228K -5,822 -22%
IW
563
Imprint Wealth
South Carolina
$807K +$828K +21,119 New
SFA
564
Sequoia Financial Advisors
Ohio
$801K -$92.5K -2,358 -10%
PHS
565
Pekin Hardy Strauss
Illinois
$798K -$6.94K -177 -0.8%
DWM
566
Dakota Wealth Management
Florida
$796K +$157 +4 +0%
KeyBank National Association
567
KeyBank National Association
Ohio
$795K +$30K +765 +4%
SWM
568
Silverlake Wealth Management
Vermont
$786K -$23.7K -603 -3%
CL
569
Choreo LLC
Illinois
$786K +$808K +20,596 New
EWA
570
ERTS Wealth Advisors
Michigan
$783K -$229K -5,832 -22%
CS
571
Comerica Securities
Michigan
$777K +$49K +1,250 +7%
MCM
572
McKinley Capital Management
Alaska
$776K -$25.6K -653 -3%
MW
573
Marcum Wealth
Ohio
$775K +$51.8K +1,320 +7%
AssetMark Inc
574
AssetMark Inc
California
$771K +$461K +11,752 +139%
RSA
575
River Street Advisors
Illinois
$765K +$25.1K +641 +3%

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.