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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
IWP
601
Icon Wealth Partners
Texas
$695K +$714K +18,210 New
AWC
602
Abundance Wealth Counselors
Pennsylvania
$691K -$812K -20,711 -53%
PG
603
Patten Group
Tennessee
$690K +$63.8K +1,627 +10%
B
604
Bailard
California
$687K +$33.2K +846 +5%
CG
605
CFO4Life Group
Texas
$683K -$2.79K -71 -0.4%
TF
606
TIAA FSB
Florida
$678K -$48.3K -1,232 -6%
VIA
607
Vident Investment Advisory
Georgia
$671K +$29.3K +748 +4%
KIA
608
KCM Investment Advisors
California
$669K +$146K +3,728 +27%
WA
609
WESPAC Advisors
California
$668K +$687K +17,520 New
WDG
610
Wealth Dimensions Group
Ohio
$668K +$114K +2,912 +20%
MHS
611
M Holdings Securities
Oregon
$667K -$22.6K -577 -3%
LW
612
Linscomb Wealth
Texas
$667K -$569K -14,497 -45%
CG
613
Caprock Group
Idaho
$666K +$215K +5,469 +46%
SBH
614
Segall Bryant & Hamill
Illinois
$666K -$1.76K -45 -0.3%
OF
615
Outfitter Financial
Maine
$664K -$3.92K -100 -0.6%
SWM
616
Segment Wealth Management
Texas
$659K -$40.4K -1,030 -6%
IWM
617
IHT Wealth Management
Illinois
$658K +$72.3K +1,844 +12%
APC
618
Aspire Private Capital
North Carolina
$657K +$3.69K +94 +0.5%
OIA
619
OneDigital Investment Advisors
Kansas
$655K +$26.7K +681 +4%
CWG
620
Cornerstone Wealth Group
North Carolina
$653K -$74.7K -1,904 -10%
XT
621
XTX Topco
Cayman Islands
$653K +$671K +17,106 New
SC
622
Savant Capital
Illinois
$642K +$253K +6,453 +62%
IP
623
Investment Partners
Ohio
$642K +$5.92K +151 +0.9%
CCWA
624
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$641K +$8.51K +217 +1%
NRS
625
Neville Rodie & Shaw
New York
$639K -$67K -1,707 -9%

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.