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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
RA
676
RFG Advisory
Alabama
$520K +$22.1K +564 +4%
BLC
677
Brown, Lisle/Cummings
Rhode Island
$520K +$588 +15 +0.1%
CWM
678
CarsonAllaria Wealth Management
Illinois
$518K +$2.12K +54 +0.4%
ONST
679
Old North State Trust
North Carolina
$517K +$13.3K +340 +3%
RWM
680
Ritholtz Wealth Management
New York
$513K -$30.1K -768 -5%
PCC
681
Park Circle Company
Maryland
$511K
TNAM
682
Terra Nova Asset Management
New York
$510K +$2.04K +52 +0.4%
FWM
683
Forza Wealth Management
Florida
$507K +$52K +1,325 +11%
SWM
684
Salvus Wealth Management
New Jersey
$499K
HPC
685
HM Payson & Co
Maine
$498K
GSEP
686
Golden State Equity Partners
California
$497K +$511K +13,018 New
CWC
687
Carolinas Wealth Consulting
North Carolina
$493K -$31.3K -797 -3%
RB
688
Renasant Bank
Mississippi
$491K +$63K +1,607 +14%
ACM
689
Adalta Capital Management
New York
$488K
SW
690
SlateStone Wealth
Florida
$488K +$179K +4,561 +55%
SS
691
Sunbelt Securities
Texas
$486K +$1.84K +47 +0.4%
NSB
692
Norway Savings Bank
Maine
$483K +$2.63K +67 +0.5%
AIC
693
Argus Investors Counsel
New York
$480K +$112K +2,863 +29%
ZP
694
Zimmer Partners
New York
$475K +$490K +12,500 New
SXL
695
Summit X LLC
Missouri
$475K -$1.01M -25,755 -67%
V
696
ViaWealth
Kansas
$475K
FAM
697
Formidable Asset Management
Ohio
$474K +$1.37K +35 +0.3%
IC
698
IEQ Capital
California
$472K +$485K +12,373 New
Verition Fund Management
699
Verition Fund Management
Connecticut
$471K +$484K +12,351 New
BFA
700
Bragg Financial Advisors
North Carolina
$469K +$1.73K +44 +0.4%

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.