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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
ECP
576
Epacria Capital Partners
Colorado
$763K
CFB
577
Cullen/Frost Bankers
Texas
$754K +$5.88K +150 +0.8%
Principal Financial Group
578
Principal Financial Group
Iowa
$754K -$18.7K -477 -2%
BAM
579
Belpointe Asset Management
Nevada
$744K +$74.9K +1,909 +11%
FAIM
580
Financial Advocates Investment Management
Washington
$743K -$40.2K -1,025 -5%
SIG
581
Stonegate Investment Group
Alabama
$740K +$22.8K +581 +3%
MCM
582
Manchester Capital Management
Vermont
$736K +$674K +17,189 +819%
NFG
583
Nations Financial Group
Iowa
$734K +$47.2K +1,204 +7%
Thrivent Financial for Lutherans
584
Thrivent Financial for Lutherans
Minnesota
$733K -$176K -4,477 -19%
TT
585
TI-Trust
Illinois
$730K
GT
586
Greenleaf Trust
Michigan
$729K -$86.1K -2,195 -10%
EWA
587
EP Wealth Advisors
California
$727K -$259K -6,601 -44%
PA
588
Parallel Advisors
California
$724K -$11.5K -294 -2%
Twin Tree Management
589
Twin Tree Management
Texas
$722K -$6.46M -164,786 -90%
AIA
590
Avalon Investment & Advisory
Texas
$720K +$45.3K +1,155 +7%
TCOT
591
Trust Company of Toledo
Ohio
$717K +$54.8K +1,396 +8%
CAM
592
Claret Asset Management
Quebec, Canada
$716K -$13.8K -351 -2%
GIBU
593
Gulf International Bank (UK)
United Kingdom
$713K
KMWM
594
Keudell/Morrison Wealth Management
Oregon
$709K -$43.6K -1,111 -6%
SIC
595
Salem Investment Counselors
North Carolina
$709K -$5.8K -148 -0.8%
MMHP
596
Murphy Middleton Hinkle & Parker
Georgia
$708K
RWMG
597
Redwood Wealth Management Group
New Jersey
$706K -$38.8K -988 -5%
KFSC
598
Keystone Financial Services (Colorado)
Colorado
$706K -$43K -1,095 -6%
FPB
599
First PREMIER Bank
South Dakota
$704K -$10.6K -271 -1%
ST
600
Sabal Trust
Florida
$699K -$64.1K -1,633 -8%

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.