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Enbridge

1,195 hedge funds and large institutions have $37.7B invested in Enbridge in 2023 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 415 increasing their positions, 476 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 69

3% more funds holding in top 10

Funds holding in top 10: 3536 (+1)

0% less funds holding

Funds holding: 1,1961,195 (-1)

0.69% less ownership

Funds ownership: 50.39%49.7% (-0.69%)

6% less capital invested

Capital invested by funds: $39.9B → $37.7B (-$2.22B)

13% less repeat investments, than reductions

Existing positions increased: 415 | Existing positions reduced: 476

29% less call options, than puts

Call options by funds: $623M | Put options by funds: $871M

Holders
1,195
Holders Change
-1
Holders Change %
-0.08%
% of All Funds
18.76%
Holding in Top 10
36
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.86%
% of All Funds
0.57%
New
78
Increased
415
Reduced
476
Closed
69
Calls
$623M
Puts
$871M
Net Calls
-$248M
Net Calls Change
+$102M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
626
UBS AM
Illinois
$607K
CCA
627
Checchi Capital Advisers
California
$604K +$8.77K +230 +1%
CWG
628
Cornerstone Wealth Group
North Carolina
$600K -$37.2K -976 -6%
CCWA
629
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$597K -$28.3K -742 -4%
IWM
630
IHT Wealth Management
Illinois
$595K -$47.1K -1,235 -7%
KFSC
631
Keystone Financial Services (Colorado)
Colorado
$594K -$95.6K -2,509 -14%
VVP
632
Venture Visionary Partners
Ohio
$592K +$142K +3,720 +30%
MNBTD
633
Moody National Bank Trust Division
Texas
$587K -$24.8K -650 -4%
FHC
634
Forest Hill Capital
Arkansas
$587K
RIL
635
Rothschild Investment LLC
Illinois
$585K -$302K -7,933 -34%
HI
636
Harbour Investments
Wisconsin
$584K -$29K -761 -5%
SBIA
637
Sheaff Brock Investment Advisors
Indiana
$577K -$40.9K -1,073 -6%
GSEP
638
Golden State Equity Partners
California
$575K +$93.9K +2,464 +19%
MAM
639
Mastrapasqua Asset Management
Tennessee
$572K +$2.86K +75 +0.5%
BFA
640
Bragg Financial Advisors
North Carolina
$571K +$115K +3,027 +25%
WA
641
WealthTrust Axiom
Pennsylvania
$569K
XF
642
XML Financial
Maryland
$566K +$1.11K +29 +0.2%
IP
643
Investment Partners
Ohio
$566K -$60.6K -1,589 -9%
ACIM
644
Azimuth Capital Investment Management
Michigan
$565K
WB
645
WesBanco Bank
West Virginia
$563K -$7.47K -196 -1%
SCA
646
Sippican Capital Advisors
Massachusetts
$559K +$3.81K +100 +0.7%
NW
647
NewEdge Wealth
Pennsylvania
$558K -$5.53K -145 -1%
WJWM
648
Williams Jones Wealth Management
New York
$558K -$39K -1,024 -6%
TWM
649
Thrive Wealth Management
Pennsylvania
$554K +$4.61K +121 +0.8%
WF
650
Welch & Forbes
Massachusetts
$552K -$6.63K -174 -1%

ENB Hedge Fund Activity: Q2 2023 in Review

1,195 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q2 2023, worth a combined $37.7B — down 5.6% from $39.9B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new ENB positions and 69 closed out — a net gain of 9 holders — while 415 added to existing stakes and 476 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $353M. The largest seller was GQG Partners, cutting an estimated $1.82B.

  • 1,195 institutional investors held Enbridge (ENB) as of Q2 2023, down from 1,196 in Q1 2023.
  • Funds reported $37.7B of Enbridge stock for Q2 2023, down 5.6% quarter-over-quarter.
  • 78 funds opened new Enbridge positions in Q2 2023 and 69 closed out, a net change of +9 holders.
  • The largest Enbridge buyer in Q2 2023 was Royal Bank of Canada, an estimated $353M added.
  • The largest Enbridge seller in Q2 2023 was GQG Partners, an estimated $1.82B sold.

Based on aggregated 13F filings for Q2 2023.