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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
TWM
676
Thrive Wealth Management
Pennsylvania
$491K +$72K +2,134 +19%
MFG
677
Merit Financial Group
Georgia
$491K +$130K +3,856 +39%
RA
678
RFG Advisory
Alabama
$489K -$34 -1 -0%
CCT
679
Capital City Trust
Florida
$483K -$284K -8,432 -39%
PCC
680
Park Circle Company
Maryland
$483K
FWM
681
Forza Wealth Management
Florida
$479K
WF
682
Welch & Forbes
Massachusetts
$478K -$33.2K -984 -7%
BSW
683
Buckingham Strategic Wealth
Missouri
$478K +$146K +4,332 +48%
RIA
684
Regal Investment Advisors
Michigan
$476K +$89.4K +2,650 +25%
JWM
685
Janiczek Wealth Management
Colorado
$475K +$124K +3,665 +39%
SCM
686
Sterneck Capital Management
Missouri
$471K -$59K -1,750 -12%
CWC
687
Carolinas Wealth Consulting
North Carolina
$471K -$7.72K -229 -0.8%
UWS
688
Unique Wealth Strategies
Illinois
$470K +$440K +13,041 New
GWM
689
Geneos Wealth Management
Colorado
$470K -$453K -13,432 -51%
TTWM
690
TCV Trust & Wealth Management
Virginia
$469K -$93.9K -2,784 -18%
CWM
691
CarsonAllaria Wealth Management
Illinois
$466K -$28.7K -851 -6%
Verition Fund Management
692
Verition Fund Management
Connecticut
$465K +$208K +6,179 +92%
LIM
693
Loudon Investment Management
New Hampshire
$465K +$1.69K +50 +0.4%
FFA
694
Founders Financial Alliance
North Carolina
$463K -$46.6K -1,381 -10%
MMHP
695
Murphy Middleton Hinkle & Parker
Georgia
$462K -$194K -5,742 -31%
ACM
696
Adalta Capital Management
New York
$461K
NB
697
NBT Bank
New York
$461K +$210K +6,227 +95%
GIBU
698
Gulf International Bank (UK)
United Kingdom
$457K -$111K -3,300 -21%
AC
699
AXQ Capital
New Jersey
$454K +$425K +12,600 New
SFG
700
SevenBridge Financial Group
Pennsylvania
$450K -$199K -5,888 -32%

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.