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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
NHT
676
New Hampshire Trust
New Hampshire
$516K -$171K -4,831 -25%
DWP
677
Daymark Wealth Partners
Ohio
$514K -$14.7K -414 -3%
ST
678
Sabal Trust
Florida
$513K +$5.14K +145 +1%
CWS
679
Cypress Wealth Services
California
$507K -$62.1K -1,751 -11%
BCM
680
Birch Capital Management
Texas
$505K -$220K -6,213 -31%
KFGK
681
Keystone Financial Group (Kentucky)
Kentucky
$504K +$244K +6,870 +97%
SDAM
682
Shulman DeMeo Asset Management
New York
$504K -$2.66K -75 -0.5%
LC
683
LCNB Corp
Ohio
$503K -$8.76K -247 -2%
WJWM
684
Williams Jones Wealth Management
New York
$502K -$2.91K -82 -0.6%
RA
685
RFG Advisory
Alabama
$501K +$9.76K +275 +2%
GIBU
686
Gulf International Bank (UK)
United Kingdom
$497K +$37.4K +1,054 +8%
GWM
687
Geneos Wealth Management
Colorado
$495K +$23K +647 +5%
GWM
688
Gibbs Wealth Management
Georgia
$494K +$484K +13,646 New
VPIM
689
Vanguard Personalized Indexing Management
California
$489K -$29.3K -827 -6%
SEP
690
Southland Equity Partners
Missouri
$487K +$62.6K +1,765 +15%
RhumbLine Advisers
691
RhumbLine Advisers
Massachusetts
$486K -$21.6K -610 -4%
RIA
692
Regal Investment Advisors
Michigan
$485K +$6.39K +180 +1%
PCC
693
Park Circle Company
Maryland
$485K
DP
694
Dearborn Partners
Illinois
$484K -$43.8K -1,233 -8%
FWM
695
Forza Wealth Management
Florida
$481K
ONST
696
Old North State Trust
North Carolina
$481K +$472K +13,305 New
CA
697
Continuum Advisory
Idaho
$479K -$431K -12,144 -49%
ACA
698
Affinity Capital Advisors
California
$473K +$463K +13,060 New
JWCA
699
J.W. Cole Advisors
Florida
$471K -$55.2K -1,556 -11%
WB
700
WesBanco Bank
West Virginia
$470K +$40.6K +1,144 +10%

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.