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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
ONB
626
Old National Bancorp
Indiana
$558K -$75.8K -2,136 -11%
CNBT
627
Canandaigua National Bank & Trust
New York
$554K -$13.9K -392 -2%
NW
628
NewEdge Wealth
Pennsylvania
$553K +$57.9K +1,631 +11%
CG
629
CFO4Life Group
Texas
$551K -$37.3K -1,052 -6%
XF
630
XML Financial
Maryland
$550K +$47.1K +1,326 +9%
O
631
Ossiam
France
$546K +$582K +16,400 New
GVAG
632
Great Valley Advisor Group
Delaware
$544K -$252K -7,098 -30%
GWAG
633
Garrett Wealth Advisory Group
Texas
$544K +$55K +1,550 +10%
RCG
634
Regatta Capital Group
California
$540K -$449K -12,638 -44%
RG
635
Rathbones Group
United Kingdom
$537K +$573K +16,141 New
MCA
636
MSH Capital Advisors
Arizona
$537K +$42.1K +1,186 +8%
DP
637
Dearborn Partners
Illinois
$533K -$35.5K -1,000 -6%
OF
638
Outfitter Financial
Maine
$532K -$47.9K -1,350 -8%
LJAC
639
L.J. Altfest & Co
New York
$532K +$563K +15,869 New
NS
640
NBC Securities
Alabama
$531K +$569K +16,026 New
SBIA
641
Sheaff Brock Investment Advisors
Indiana
$530K +$10.2K +286 +2%
FA
642
FDx Advisors
Illinois
$530K -$289K -8,156 -34%
GIBU
643
Gulf International Bank (UK)
United Kingdom
$530K -$96.5K -2,720 -15%
Balyasny Asset Management
644
Balyasny Asset Management
Illinois
$529K -$16.2M -457,127 -97%
IWM
645
IHT Wealth Management
Illinois
$528K -$5.04K -142 -0.9%
UBS AM
646
UBS AM
Illinois
$528K
TTWM
647
TCV Trust & Wealth Management
Virginia
$525K +$62.8K +1,768 +13%
CWG
648
Cornerstone Wealth Group
North Carolina
$525K -$12K -338 -2%
FHC
649
Forest Hill Capital
Arkansas
$524K
RIL
650
Rothschild Investment LLC
Illinois
$523K

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.