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Enbridge

1,171 hedge funds and large institutions have $36B invested in Enbridge in 2022 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 480 increasing their positions, 393 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 480 | Existing positions reduced: 393

0.08% more ownership

Funds ownership: 50.7%50.78% (+0.08%)

4% less funds holding

Funds holding: 1,2211,171 (-50)

11% less capital invested

Capital invested by funds: $40.5B → $36B (-$4.55B)

13% less funds holding in top 10

Funds holding in top 10: 5649 (-7)

34% less first-time investments, than exits

New positions opened: 61 | Existing positions closed: 93

38% less call options, than puts

Call options by funds: $650M | Put options by funds: $1.05B

Holders
1,171
Holders Change
-50
Holders Change %
-4.1%
% of All Funds
20.17%
Holding in Top 10
49
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-12.5%
% of All Funds
0.84%
New
61
Increased
480
Reduced
393
Closed
93
Calls
$650M
Puts
$1.05B
Net Calls
-$404M
Net Calls Change
-$123M
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
701
Bragg Financial Advisors
North Carolina
$425K +$16.1K +382 +3%
AW
702
Apricus Wealth
South Carolina
$421K -$130K -3,075 -21%
RWB
703
RMR Wealth Builders
New Jersey
$421K +$84 +2 +0%
BCM
704
Birmingham Capital Management
Alabama
$420K
BCV
705
Banque Cantonale Vaudoise
Switzerland
$419K -$3.75K -89 -0.8%
FMWA
706
Forvis Mazars Wealth Advisors
Missouri
$416K
MIM
707
Montgomery Investment Management
Maryland
$415K
DPI
708
Diversified Portfolios Inc
Michigan
$415K +$4.26K +101 +0.9%
FFA
709
Founders Financial Alliance
North Carolina
$415K +$93.9K +2,227 +25%
SSWM
710
Sheets Smith Wealth Management
North Carolina
$413K +$66.5K +1,576 +16%
SWM
711
Segment Wealth Management
Texas
$412K
CGL
712
Clarius Group LLC
Washington
$411K -$16.9K -400 -3%
BOH
713
Bank of Hawaii
Hawaii
$408K -$151K -3,578 -25%
GLLW
714
Graves Light Lenhart Wealth
Virginia
$408K
MLL
715
Moody Lynn & Lieberson
Massachusetts
$407K -$1.11M -26,251 -71%
GWSG
716
GPS Wealth Strategies Group
Colorado
$407K -$14.3K -338 -3%
GAMC
717
Garner Asset Management Corp
Texas
$405K
PPW
718
Parcion Private Wealth
Washington
$403K -$7.38K -175 -2%
RWM
719
Rockwood Wealth Management
Pennsylvania
$402K
TC
720
Titleist Capital
Texas
$401K +$4.05K +96 +0.9%
MFG
721
Magnus Financial Group
New York
$400K
DZ Bank
722
DZ Bank
Germany
$398K
LBA
723
Letko, Brosseau & Associates
Quebec, Canada
$397K
RIA
724
Realta Investment Advisors
Delaware
$395K +$2.36K +56 +0.5%
MCM
725
MAI Capital Management
Ohio
$393K +$65.4K +1,551 +17%

ENB Hedge Fund Activity: Q3 2022 in Review

1,171 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q3 2022, worth a combined $36B — down 11% from $40.5B a quarter earlier.

Sellers outnumbered buyers: 93 funds closed out of ENB and 61 opened new positions — a net loss of 32 holders — while 393 trimmed existing stakes and 480 added.

The largest buyer was Bank of America, adding an estimated $199M. The largest seller was Bank of Montreal, cutting an estimated $184M.

  • 1,171 institutional investors held Enbridge (ENB) as of Q3 2022, down from 1,221 in Q2 2022.
  • Funds reported $36B of Enbridge stock for Q3 2022, down 11% quarter-over-quarter.
  • 61 funds opened new Enbridge positions in Q3 2022 and 93 closed out, a net change of -32 holders.
  • The largest Enbridge buyer in Q3 2022 was Bank of America, an estimated $199M added.
  • The largest Enbridge seller in Q3 2022 was Bank of Montreal, an estimated $184M sold.

Based on aggregated 13F filings for Q3 2022.