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Enbridge

1,165 hedge funds and large institutions have $36.2B invested in Enbridge in 2023 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 483 increasing their positions, 404 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 483 | Existing positions reduced: 404

8% more funds holding in top 10

Funds holding in top 10: 3639 (+3)

1.74% more ownership

Funds ownership: 49.7%51.43% (+1.7%)

4% less capital invested

Capital invested by funds: $37.7B → $36.2B (-$1.44B)

3% less funds holding

Funds holding: 1,1951,165 (-30)

11% less first-time investments, than exits

New positions opened: 81 | Existing positions closed: 91

42% less call options, than puts

Call options by funds: $422M | Put options by funds: $731M

Holders
1,165
Holders Change
-30
Holders Change %
-2.51%
% of All Funds
18.49%
Holding in Top 10
39
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.33%
% of All Funds
0.62%
New
81
Increased
483
Reduced
404
Closed
91
Calls
$422M
Puts
$731M
Net Calls
-$309M
Net Calls Change
-$60.6M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
576
Silverlake Wealth Management
Vermont
$672K -$4.83K -136 -0.7%
KPWS
577
Kestra Private Wealth Services
Texas
$672K +$93K +2,621 +15%
CAM
578
Claret Asset Management
Quebec, Canada
$666K +$42.3K +1,191 +6%
KeyBank National Association
579
KeyBank National Association
Ohio
$663K -$25.3K -714 -3%
SEC
580
Seven Eight Capital
New York
$657K +$703K +19,794 New
DWM
581
Dakota Wealth Management
Florida
$654K -$20.8K -586 -3%
Daiwa Securities Group
582
Daiwa Securities Group
Japan
$654K +$316K +8,900 +82%
BB
583
Busey Bank
Illinois
$653K -$162K -4,575 -19%
SIG
584
Stonegate Investment Group
Alabama
$652K +$75.6K +2,130 +12%
BW
585
Bison Wealth
Georgia
$636K -$66.8K -1,881 -9%
EGM
586
Engineers Gate Manager
New York
$635K -$215K -6,053 -24%
TT
587
TI-Trust
Illinois
$635K
CFB
588
Cullen/Frost Bankers
Texas
$629K +$8.63K +243 +1%
WSTAM
589
Wilbanks Smith & Thomas Asset Management
Virginia
$628K +$247K +6,972 +59%
AA
590
ALPS Advisors
Colorado
$624K -$33.8K -951 -5%
WDG
591
Wealth Dimensions Group
Ohio
$623K -$25.1K -708 -4%
MMHP
592
Murphy Middleton Hinkle & Parker
Georgia
$622K
AWC
593
Abundance Wealth Counselors
Pennsylvania
$618K +$21.8K +614 +3%
CC
594
Cipher Capital
New York
$618K +$660K +18,605 New
RWMG
595
Redwood Wealth Management Group
New Jersey
$617K +$710 +20 +0.1%
SFG
596
SevenBridge Financial Group
Pennsylvania
$614K -$175K -4,936 -21%
KMWM
597
Keudell/Morrison Wealth Management
Oregon
$612K -$16.4K -463 -2%
WAAG
598
Wealth Alliance Advisory Group
Kansas
$609K
GT
599
Greenleaf Trust
Michigan
$607K -$10K -282 -2%
PG
600
Patten Group
Tennessee
$606K +$5.15K +145 +0.8%

ENB Hedge Fund Activity: Q3 2023 in Review

1,165 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q3 2023, worth a combined $36.2B — down 3.8% from $37.7B a quarter earlier.

Sellers outnumbered buyers: 91 funds closed out of ENB and 81 opened new positions — a net loss of 10 holders — while 404 trimmed existing stakes and 483 added.

The largest buyer was Wellington Management Group, adding an estimated $997M. The largest seller was MUFG Securities EMEA, exiting entirely with an estimated $392M sold.

  • 1,165 institutional investors held Enbridge (ENB) as of Q3 2023, down from 1,195 in Q2 2023.
  • Funds reported $36.2B of Enbridge stock for Q3 2023, down 3.8% quarter-over-quarter.
  • 81 funds opened new Enbridge positions in Q3 2023 and 91 closed out, a net change of -10 holders.
  • The largest Enbridge buyer in Q3 2023 was Wellington Management Group, an estimated $997M added.
  • The largest Enbridge seller in Q3 2023 was MUFG Securities EMEA, an estimated $392M sold.

Based on aggregated 13F filings for Q3 2023.