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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
LF
701
Lantz Financial
Illinois
$468K +$1.96K +50 +0.4%
GWSG
702
GPS Wealth Strategies Group
Colorado
$468K +$53.8K +1,371 +13%
VVP
703
Venture Visionary Partners
Ohio
$466K +$2K +51 +0.4%
HSA
704
HBK Sorce Advisory
Pennsylvania
$465K -$449K -11,451 -48%
LW
705
Lauer Wealth
Indiana
$464K +$463K +11,804 New
TFA
706
Tranquilli Financial Advisor
New Jersey
$463K -$324K -8,257 -40%
CCFM
707
Clear Creek Financial Management
Washington
$459K +$156K +3,970 +49%
CAM
708
Cresset Asset Management
Illinois
$458K -$157K -4,010 -25%
ONB
709
Old National Bancorp
Indiana
$457K +$70.4K +1,796 +18%
LA
710
Latitude Advisors
Florida
$457K -$347K -8,843 -42%
BFC
711
Blue Fin Capital
Rhode Island
$455K +$11.3K +289 +3%
NWMG
712
National Wealth Management Group
Ohio
$455K +$15.9K +406 +4%
WSTAM
713
Wilbanks Smith & Thomas Asset Management
Virginia
$451K +$23.5K +600 +5%
WT
714
Whittier Trust
California
$451K +$314 +8 +0.1%
PP
715
Patten & Patten
Tennessee
$450K -$4.83K -123 -1%
HG
716
Herbst Group
Connecticut
$446K
WWA
717
WCG Wealth Advisors
Nevada
$446K -$3.47M -88,489 -88%
MHIC
718
Marble Harbor Investment Counsel
Massachusetts
$446K
RWB
719
RMR Wealth Builders
New Jersey
$444K +$10.8K +275 +2%
EP
720
Eudaimonia Partners
Tennessee
$443K -$39.1K -997 -8%
AF
721
Allworth Financial
California
$442K -$3.49K -89 -0.8%
BFS
722
Baskin Financial Services
Ontario, Canada
$438K -$181K -4,625 -29%
WI
723
Wintrust Investments
Illinois
$436K +$448K +11,430 New
FFA
724
Founders Financial Alliance
North Carolina
$435K -$48.2K -1,229 -10%
EFL
725
ERn Financial LLC
Wisconsin
$435K +$33.9K +865 +8%

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.