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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
WI
551
WrapManager Inc
California
$788K -$61.3K -1,607 -7%
Thrivent Financial for Lutherans
552
Thrivent Financial for Lutherans
Minnesota
$782K +$71.3K +1,871 +10%
WA
553
WESPAC Advisors
California
$781K +$134K +3,514 +20%
PHS
554
Pekin Hardy Strauss
Illinois
$781K +$915 +24 +0.1%
BW
555
Bison Wealth
Georgia
$777K +$197K +5,166 +33%
EWA
556
ERTS Wealth Advisors
Michigan
$775K +$13.3K +349 +2%
FRM
557
Fox Run Management
Connecticut
$772K +$793K +20,790 New
KeyBank National Association
558
KeyBank National Association
Ohio
$769K -$5.11K -134 -0.6%
PA
559
Parallel Advisors
California
$766K +$62.9K +1,651 +9%
CL
560
Choreo LLC
Illinois
$761K -$4.5K -118 -0.6%
Victory Capital Management
561
Victory Capital Management
Texas
$760K -$171K -4,473 -18%
SWM
562
Silverlake Wealth Management
Vermont
$756K -$9.22K -242 -1%
DWM
563
Dakota Wealth Management
Florida
$753K -$25.5K -670 -3%
MWM
564
Modera Wealth Management
New Jersey
$752K +$771K +20,236 New
MWM
565
Meridian Wealth Management
Kentucky
$751K -$246K -6,458 -24%
PAS
566
Park Avenue Securities
New York
$748K -$64.5K -1,692 -8%
RSA
567
River Street Advisors
Illinois
$744K -$1.11K -29 -0.1%
MW
568
Marcum Wealth
Ohio
$743K -$12.8K -336 -2%
CAM
569
Cozad Asset Management
Illinois
$739K -$1.86M -48,698 -71%
MCM
570
McKinley Capital Management
Alaska
$736K -$20.5K -537 -3%
AA
571
ALPS Advisors
Colorado
$734K +$456K +11,971 +154%
UM
572
UniSuper Management
Australia
$734K +$568K +14,900 New
WDG
573
Wealth Dimensions Group
Ohio
$723K +$75K +1,967 +11%
FAIM
574
Financial Advocates Investment Management
Washington
$714K -$10.6K -277 -1%
TF
575
TIAA FSB
Florida
$713K +$53.9K +1,413 +8%

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.