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Enbridge

1,196 hedge funds and large institutions have $39.9B invested in Enbridge in 2023 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 463 increasing their positions, 433 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 79

7% more repeat investments, than reductions

Existing positions increased: 463 | Existing positions reduced: 433

0.34% less ownership

Funds ownership: 50.74%50.39% (-0.34%)

1% less capital invested

Capital invested by funds: $40.2B → $39.9B (-$304M)

1% less funds holding

Funds holding: 1,2141,196 (-18)

24% less funds holding in top 10

Funds holding in top 10: 4635 (-11)

43% less call options, than puts

Call options by funds: $470M | Put options by funds: $820M

Holders
1,196
Holders Change
-18
Holders Change %
-1.48%
% of All Funds
19.06%
Holding in Top 10
35
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-23.91%
% of All Funds
0.56%
New
90
Increased
463
Reduced
433
Closed
79
Calls
$470M
Puts
$820M
Net Calls
-$350M
Net Calls Change
-$535M
Name Holding Trade Value Shares
Change
Change in
Stake
XF
651
XML Financial
Maryland
$581K +$10.6K +270 +2%
NW
652
NewEdge Wealth
Pennsylvania
$579K +$12.6K +321 +2%
ACIM
653
Azimuth Capital Investment Management
Michigan
$578K +$24.9K +636 +4%
WF
654
Welch & Forbes
Massachusetts
$573K -$35.5K -904 -6%
ACS
655
Archford Capital Strategies
Illinois
$571K -$1.56M -39,681 -73%
BSW
656
Buckingham Strategic Wealth
Missouri
$571K
SDAM
657
Shulman DeMeo Asset Management
New York
$570K -$8.39K -214 -1%
SCA
658
Sippican Capital Advisors
Massachusetts
$570K +$4.9K +125 +0.8%
MSS
659
Mitchell Sinkler & Starr
Pennsylvania
$569K +$206K +5,259 +55%
JWCA
660
J.W. Cole Advisors
Florida
$569K -$15.2K -388 -3%
TWM
661
Thrive Wealth Management
Pennsylvania
$564K +$103K +2,637 +22%
CC
662
Chicago Capital
Illinois
$563K
GWAG
663
Garrett Wealth Advisory Group
Texas
$561K -$1.8K -46 -0.3%
WFMPM
664
Woodley Farra Manion Portfolio Management
Indiana
$560K -$3.92K -100 -0.7%
CT
665
Coastline Trust
Rhode Island
$557K
WAAG
666
Wealth Alliance Advisory Group
Kansas
$555K
AWM
667
AllSquare Wealth Management
New York
$543K +$7.84K +200 +1%
MCA
668
MSH Capital Advisors
Arizona
$539K +$70.7K +1,802 +15%
MPPW
669
Mitchell & Pahl Private Wealth
Oklahoma
$530K -$16.4K -419 -3%
MCM
670
Mill Capital Management
North Carolina
$526K
TSS
671
Two Sigma Securities
New York
$525K +$540K +13,759 New
MCM
672
MAI Capital Management
Ohio
$523K -$7.22K -184 -1%
NFG
673
Norris Financial Group
South Carolina
$521K -$720K -18,362 -57%
TNA
674
True North Advisors
Texas
$521K -$12.6K -320 -2%
PA
675
PFG Advisors
Arizona
$520K +$12.6K +321 +2%

ENB Hedge Fund Activity: Q1 2023 in Review

1,196 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q1 2023, worth a combined $39.9B — down 0.76% from $40.2B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new ENB positions and 79 closed out — a net gain of 11 holders — while 463 added to existing stakes and 433 trimmed.

The largest buyer was Bank of Nova Scotia, adding an estimated $428M. The largest seller was Goldman Sachs, cutting an estimated $555M.

  • 1,196 institutional investors held Enbridge (ENB) as of Q1 2023, down from 1,214 in Q4 2022.
  • Funds reported $39.9B of Enbridge stock for Q1 2023, down 0.76% quarter-over-quarter.
  • 90 funds opened new Enbridge positions in Q1 2023 and 79 closed out, a net change of +11 holders.
  • The largest Enbridge buyer in Q1 2023 was Bank of Nova Scotia, an estimated $428M added.
  • The largest Enbridge seller in Q1 2023 was Goldman Sachs, an estimated $555M sold.

Based on aggregated 13F filings for Q1 2023.