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Enbridge

1,220 hedge funds and large institutions have $38.2B invested in Enbridge in 2024 Q1 according to their latest regulatory filings, with 133 funds opening new positions, 453 increasing their positions, 433 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 96

19% more call options, than puts

Call options by funds: $458M | Put options by funds: $384M

2% more funds holding

Funds holding: 1,1971,220 (+23)

5% more repeat investments, than reductions

Existing positions increased: 453 | Existing positions reduced: 433

0.79% less ownership

Funds ownership: 50.26%49.47% (-0.79%)

1% less capital invested

Capital invested by funds: $38.7B → $38.2B (-$464M)

9% less funds holding in top 10

Funds holding in top 10: 3532 (-3)

Holders
1,220
Holders Change
+23
Holders Change %
+1.92%
% of All Funds
17.57%
Holding in Top 10
32
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.57%
% of All Funds
0.46%
New
133
Increased
453
Reduced
433
Closed
96
Calls
$458M
Puts
$384M
Net Calls
+$74.4M
Net Calls Change
+$184M
Name Holding Trade Value Shares
Change
Change in
Stake
GVAG
626
Great Valley Advisor Group
Delaware
$618K +$46.4K +1,307 +8%
AW
627
Apricus Wealth
South Carolina
$615K +$28.7K +810 +5%
NRS
628
Neville Rodie & Shaw
New York
$611K
WDG
629
Wealth Dimensions Group
Ohio
$611K +$1.06K +30 +0.2%
SIM
630
Studio Investment Management
Illinois
$611K +$29.8K +841 +5%
TCM
631
Tandem Capital Management
New Jersey
$603K -$131K -3,692 -18%
HI
632
Harbour Investments
Wisconsin
$602K +$1.53K +43 +0.3%
P
633
&Partners
Tennessee
$600K +$603K +16,986 New
CWP
634
CFM Wealth Partners
Texas
$598K +$313K +8,828 +115%
LI
635
Louisbourg Investments
New Brunswick, Canada
$594K +$144K +4,046 +33%
LIM
636
Loudon Investment Management
New Hampshire
$593K +$124K +3,500 +27%
CG
637
CFO4Life Group
Texas
$588K
WA
638
WealthTrust Axiom
Pennsylvania
$586K -$4.47K -126 -0.8%
BSW
639
Buckingham Strategic Wealth
Missouri
$585K +$103K +2,916 +22%
QIM
640
Quantitative Investment Management
Virginia
$582K +$571K +16,106 New
HG
641
Herbst Group
Connecticut
$579K
FPAS
642
Focus Partners Advisor Solutions
Missouri
$579K +$567K +15,990 New
SIMG
643
Sonora Investment Management Group
Arizona
$578K -$7.24K -204 -1%
BB
644
Busey Bank
Illinois
$575K -$72.7K -2,049 -11%
CWG
645
Cornerstone Wealth Group
North Carolina
$575K +$3.23K +91 +0.6%
RG
646
Rathbones Group
United Kingdom
$573K -$10.4K -294 -2%
CCWA
647
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$573K -$1.31K -37 -0.2%
TCOT
648
Trust Company of Toledo
Ohio
$572K -$45K -1,267 -7%
FHC
649
Forest Hill Capital
Arkansas
$572K
IWM
650
IHT Wealth Management
Illinois
$571K +$6K +169 +1%

ENB Hedge Fund Activity: Q1 2024 in Review

1,220 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q1 2024, worth a combined $38.2B — down 1.2% from $38.7B a quarter earlier.

Buyers outnumbered sellers: 133 funds opened new ENB positions and 96 closed out — a net gain of 37 holders — while 453 added to existing stakes and 433 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $192M. The largest seller was Wellington Management Group, cutting an estimated $787M.

  • 1,220 institutional investors held Enbridge (ENB) as of Q1 2024, up from 1,197 in Q4 2023.
  • Funds reported $38.2B of Enbridge stock for Q1 2024, down 1.2% quarter-over-quarter.
  • 133 funds opened new Enbridge positions in Q1 2024 and 96 closed out, a net change of +37 holders.
  • The largest Enbridge buyer in Q1 2024 was Goldman Sachs, an estimated $192M added.
  • The largest Enbridge seller in Q1 2024 was Wellington Management Group, an estimated $787M sold.

Based on aggregated 13F filings for Q1 2024.