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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
Principal Financial Group
601
Principal Financial Group
Iowa
$622K -$8.26K -245 -1%
FPB
602
First PREMIER Bank
South Dakota
$622K -$24.3K -722 -4%
SWM
603
Segment Wealth Management
Texas
$622K
HCMT
604
Highland Capital Management (Tennessee)
Tennessee
$621K +$73.5K +2,181 +14%
RCG
605
Regatta Capital Group
California
$616K +$28.2K +835 +5%
TCOT
606
Trust Company of Toledo
Ohio
$615K -$1.69K -50 -0.3%
NRS
607
Neville Rodie & Shaw
New York
$608K
WDG
608
Wealth Dimensions Group
Ohio
$607K -$64.3K -1,908 -10%
SCA
609
Sippican Capital Advisors
Massachusetts
$607K +$43K +1,275 +8%
NW
610
NewEdge Wealth
Pennsylvania
$599K -$776 -23 -0.1%
HI
611
Harbour Investments
Wisconsin
$598K -$50.7K -1,503 -8%
SCI
612
Stableford Capital II
Arizona
$596K +$549K +16,274 New
SB
613
Strategic Blueprint
Georgia
$596K -$7.12K -211 -1%
BFG
614
Bleakley Financial Group
New Jersey
$595K +$30.1K +892 +6%
SS
615
Simplicity Solutions
Minnesota
$595K +$30.1K +892 +6%
WA
616
WealthTrust Axiom
Pennsylvania
$588K +$33.7K +1,000 +7%
CG
617
CFO4Life Group
Texas
$586K -$10.1K -299 -2%
RG
618
Rathbones Group
United Kingdom
$583K
SIMG
619
Sonora Investment Management Group
Arizona
$583K +$29.3K +868 +6%
AW
620
Apricus Wealth
South Carolina
$583K +$80.3K +2,380 +17%
SIM
621
Studio Investment Management
Illinois
$578K +$252K +7,470 +87%
HG
622
Herbst Group
Connecticut
$576K +$145K +4,300 +37%
UBS AM
623
UBS AM
Illinois
$573K
CCWA
624
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$571K -$30.1K -894 -5%
FA
625
FDx Advisors
Illinois
$571K -$3.34K -99 -0.6%

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.