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Enbridge

1,197 hedge funds and large institutions have $38.7B invested in Enbridge in 2023 Q4 according to their latest regulatory filings, with 147 funds opening new positions, 383 increasing their positions, 485 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 147 | Existing positions closed: 98

7% more capital invested

Capital invested by funds: $36.2B → $38.7B (+$2.41B)

3% more funds holding

Funds holding: 1,1651,197 (+32)

1.17% less ownership

Funds ownership: 51.43%50.26% (-1.2%)

10% less funds holding in top 10

Funds holding in top 10: 3935 (-4)

17% less call options, than puts

Call options by funds: $550M | Put options by funds: $659M

21% less repeat investments, than reductions

Existing positions increased: 383 | Existing positions reduced: 485

Holders
1,197
Holders Change
+32
Holders Change %
+2.75%
% of All Funds
17.45%
Holding in Top 10
35
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.26%
% of All Funds
0.51%
New
147
Increased
383
Reduced
485
Closed
98
Calls
$550M
Puts
$659M
Net Calls
-$109M
Net Calls Change
+$200M
Name Holding Trade Value Shares
Change
Change in
Stake
NHT
576
New Hampshire Trust
New Hampshire
$688K -$110K -3,266 -15%
CAM
577
Claret Asset Management
Quebec, Canada
$688K -$32.8K -973 -5%
SWM
578
Scissortail Wealth Management
Oklahoma
$687K +$644K +19,112 New
SWM
579
Salvus Wealth Management
New Jersey
$681K +$36.4K +1,080 +6%
AA
580
ALPS Advisors
Colorado
$677K
USB
581
Union Savings Bank
Connecticut
$677K +$59.7K +1,770 +10%
WKSWA
582
White Knight Strategic Wealth Advisors
New Jersey
$676K +$176K +5,230 +39%
AWC
583
Abundance Wealth Counselors
Pennsylvania
$668K -$2.46K -73 -0.4%
SWM
584
Silverlake Wealth Management
Vermont
$668K -$56.8K -1,685 -8%
IAIM
585
International Assets Investment Management
Florida
$665K -$1.33M -39,450 -25%
MW
586
Marcum Wealth
Ohio
$665K -$73.5K -2,181 -11%
SPI
587
Sutton Place Investors
New York
$664K +$621K +18,426 New
BW
588
Bison Wealth
Georgia
$663K -$21.3K -632 -3%
WAAG
589
Wealth Alliance Advisory Group
Kansas
$661K
MWM
590
Meridian Wealth Management
Kentucky
$656K +$21.7K +644 +4%
BB
591
Busey Bank
Illinois
$647K -$58.4K -1,732 -9%
TPM
592
Triasima Portfolio Management
Quebec, Canada
$646K
NFG
593
Nations Financial Group
Iowa
$646K +$11.5K +340 +2%
APC
594
Aspire Private Capital
North Carolina
$641K +$15.8K +470 +3%
KMWM
595
Keudell/Morrison Wealth Management
Oregon
$637K -$26K -771 -4%
RWMG
596
Redwood Wealth Management Group
New Jersey
$633K -$34.9K -1,036 -6%
SIG
597
Stonegate Investment Group
Alabama
$628K -$74.2K -2,202 -11%
XF
598
XML Financial
Maryland
$627K +$27.9K +827 +5%
FCA
599
FinTrust Capital Advisors
South Carolina
$625K +$257K +7,620 +78%
FTDI
600
First Trust Direct Indexing
Massachusetts
$623K -$117K -3,482 -17%

ENB Hedge Fund Activity: Q4 2023 in Review

1,197 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q4 2023, worth a combined $38.7B — up 6.6% from $36.2B a quarter earlier.

Buyers outnumbered sellers: 147 funds opened new ENB positions and 98 closed out — a net gain of 49 holders — while 383 added to existing stakes and 485 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $306M. The largest seller was Bank of Montreal, cutting an estimated $412M.

  • 1,197 institutional investors held Enbridge (ENB) as of Q4 2023, up from 1,165 in Q3 2023.
  • Funds reported $38.7B of Enbridge stock for Q4 2023, up 6.6% quarter-over-quarter.
  • 147 funds opened new Enbridge positions in Q4 2023 and 98 closed out, a net change of +49 holders.
  • The largest Enbridge buyer in Q4 2023 was Morgan Stanley, an estimated $306M added.
  • The largest Enbridge seller in Q4 2023 was Bank of Montreal, an estimated $412M sold.

Based on aggregated 13F filings for Q4 2023.