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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
SIC
601
Salem Investment Counselors
North Carolina
$605K +$17K +479 +3%
HI
602
Harbour Investments
Wisconsin
$601K +$84K +2,366 +15%
FPB
603
First PREMIER Bank
South Dakota
$599K -$36.4K -1,026 -5%
IA
604
IFP Advisors
Florida
$598K -$694K -19,551 -52%
TPM
605
Triasima Portfolio Management
Quebec, Canada
$597K -$1.81M -51,015 -74%
XT
606
XTX Topco
Cayman Islands
$595K +$636K +17,922 New
BC
607
Brookfield Corp
Ontario, Canada
$594K -$64.4M -1,813,151 -99%
SWM
608
Salvus Wealth Management
New Jersey
$591K +$144K +4,070 +30%
VPIM
609
Vanguard Personalized Indexing Management
California
$588K -$19.5K -550 -3%
BLC
610
Brown, Lisle/Cummings
Rhode Island
$588K +$141K +3,981 +29%
SC
611
Savant Capital
Illinois
$587K +$26.1K +736 +4%
NFG
612
Nations Financial Group
Iowa
$584K -$36.8K -1,036 -6%
MWM
613
Meridian Wealth Management
Kentucky
$583K -$94.9K -2,674 -13%
Principal Financial Group
614
Principal Financial Group
Iowa
$582K -$11.3K -318 -2%
APC
615
Aspire Private Capital
North Carolina
$581K +$1.53K +43 +0.2%
Nomura Holdings
616
Nomura Holdings
Japan
$580K +$620K +17,473 New
SWM
617
Segment Wealth Management
Texas
$579K
KA
618
Kovack Advisors
Florida
$578K -$196K -5,536 -24%
TCOT
619
Trust Company of Toledo
Ohio
$568K -$59.1K -1,666 -9%
SBH
620
Segall Bryant & Hamill
Illinois
$568K -$958 -27 -0.2%
LOAMS
621
Lombard Odier Asset Management (Switzerland)
Switzerland
$567K +$80.8K +2,277 +15%
USB
622
Union Savings Bank
Connecticut
$565K +$8.73K +246 +1%
CCWA
623
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$562K +$24.4K +688 +4%
NRS
624
Neville Rodie & Shaw
New York
$560K
SB
625
Strategic Blueprint
Georgia
$558K +$6.03K +170 +1%

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.