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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
RIL
651
Rothschild Investment LLC
Illinois
$525K -$39.5K -1,172 -7%
MW
652
Maia Wealth
Colorado
$523K +$489K +14,513 New
CF
653
Centaurus Financial
California
$522K +$56.7K +1,681 +13%
Parallax Volatility Advisers
654
Parallax Volatility Advisers
California
$521K -$4.05M -120,232 -89%
IB
655
Intrust Bank
Kansas
$520K +$33.9K +1,005 +7%
CG
656
Caprock Group
Idaho
$520K -$266K -7,885 -35%
VPIM
657
Vanguard Personalized Indexing Management
California
$517K -$112K -3,334 -19%
QCM
658
Quantinno Capital Management
New York
$516K +$263K +7,813 +121%
O
659
Ossiam
France
$514K -$74.2K -2,200 -13%
BFS
660
Baskin Financial Services
Ontario, Canada
$512K +$60.7K +1,800 +14%
LC
661
LCNB Corp
Ohio
$509K -$355K -10,540 -43%
NWMG
662
National Wealth Management Group
Ohio
$508K +$97.2K +2,883 +26%
CAM
663
Cozad Asset Management
Illinois
$506K -$20.2K -599 -4%
ST
664
Sabal Trust
Florida
$506K -$54.4K -1,614 -10%
RhumbLine Advisers
665
RhumbLine Advisers
Massachusetts
$505K -$5.73K -170 -1%
ZIM
666
Zacks Investment Management
Illinois
$505K +$471K +13,956 New
SDAM
667
Shulman DeMeo Asset Management
New York
$504K -$5.67K -168 -1%
IP
668
Investment Partners
Ohio
$504K -$24.9K -738 -5%
WJWM
669
Williams Jones Wealth Management
New York
$503K -$21.8K -647 -4%
CCA
670
Cobblestone Capital Advisors
New York
$501K -$379K -11,233 -45%
BWM
671
BKM Wealth Management
Wisconsin
$500K +$468K +13,889 New
MCM
672
Mill Capital Management
North Carolina
$497K -$6.95K -206 -1%
VI
673
Versor Investments
New York
$496K +$462K +13,700 New
RWM
674
Ritholtz Wealth Management
New York
$493K +$74.3K +2,204 +19%
ACL
675
Applied Capital LLC
Florida
$493K +$461K +13,683 New

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.