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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
CWG
626
Cornerstone Wealth Group
North Carolina
$569K
FHC
627
Forest Hill Capital
Arkansas
$569K
GVAG
628
Great Valley Advisor Group
Delaware
$569K -$20.7K -614 -4%
MCA
629
MSH Capital Advisors
Arizona
$568K -$8.03K -238 -1%
CWS
630
Cypress Wealth Services
California
$568K +$16.4K +485 +3%
MNBTD
631
Moody National Bank Trust Division
Texas
$567K -$101 -3 -0%
ACIM
632
Azimuth Capital Investment Management
Michigan
$565K +$2.26K +67 +0.4%
IWM
633
IHT Wealth Management
Illinois
$562K -$8.8K -261 -2%
NS
634
NBC Securities
Alabama
$558K -$17.4K -516 -3%
VF
635
Virtu Financial
New York
$557K -$2.45M -72,759 -82%
BHPW
636
Beverly Hills Private Wealth
California
$556K -$456K -13,528 -47%
SCA
637
Stonebridge Capital Advisors
Minnesota
$545K -$349K -10,349 -41%
ARC
638
Advisor Resource Council
Texas
$543K +$508K +15,071 New
EGM
639
Engineers Gate Manager
New York
$542K -$140K -4,142 -22%
ONB
640
Old National Bancorp
Indiana
$541K -$59.7K -1,770 -11%
OF
641
Outfitter Financial
Maine
$538K -$37.1K -1,100 -7%
IWA
642
Icon Wealth Advisors
Texas
$538K +$503K +14,924 New
AWM
643
AllSquare Wealth Management
New York
$537K +$20.2K +600 +4%
WSTAM
644
Wilbanks Smith & Thomas Asset Management
Virginia
$536K -$132K -3,923 -21%
CCFM
645
Clear Creek Financial Management
Washington
$535K +$82.9K +2,460 +20%
LW
646
Linscomb Wealth
Texas
$530K +$12.6K +375 +3%
DWP
647
Daymark Wealth Partners
Ohio
$527K -$851K -25,247 -63%
DP
648
Dearborn Partners
Illinois
$526K -$43K -1,275 -8%
WFMPM
649
Woodley Farra Manion Portfolio Management
Indiana
$525K -$1.69K -50 -0.3%
JWCA
650
J.W. Cole Advisors
Florida
$525K +$23.9K +708 +5%

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.