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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
SLAM
701
Swiss Life Asset Management
$450K +$22.6K +670 +6%
LI
702
Louisbourg Investments
New Brunswick, Canada
$448K +$418K +12,385 New
NSB
703
Norway Savings Bank
Maine
$447K -$36.7K -1,087 -8%
A
704
AJOVista
Massachusetts
$446K +$418K +12,400 New
LF
705
Lantz Financial
Illinois
$443K +$742 +22 +0.2%
MWM
706
Mosley Wealth Management
California
$442K +$413K +12,259 New
VVP
707
Venture Visionary Partners
Ohio
$439K -$6.74K -200 -2%
CCA
708
Checchi Capital Advisers
California
$439K -$62.8K -1,863 -13%
PFA
709
Peak Financial Advisors
Colorado
$438K +$56.2K +1,668 +16%
SCM
710
Stevens Capital Management
Pennsylvania
$438K +$410K +12,172 New
PI
711
PFG Investments
New York
$438K -$14.8K -439 -3%
GAA
712
Guardian Asset Advisors
Pennsylvania
$437K +$409K +12,138 New
V
713
ViaWealth
Kansas
$437K -$6.74K -200 -2%
CCM
714
Chiron Capital Management
Florida
$436K +$408K +12,100 New
MPPW
715
Mitchell & Pahl Private Wealth
Oklahoma
$435K -$29.1K -862 -7%
SW
716
SlateStone Wealth
Florida
$430K +$2.06K +61 +0.5%
CC
717
Chicago Capital
Illinois
$430K -$95.6K -2,836 -19%
RWB
718
RMR Wealth Builders
New Jersey
$428K +$8.77K +260 +2%
WB
719
WesBanco Bank
West Virginia
$427K -$78.6K -2,332 -16%
FCBT
720
First Citizens Bank & Trust
North Carolina
$425K +$160K +4,742 +67%
BC
721
Brookfield Corp
Ontario, Canada
$425K -$206K -6,114 -34%
WWA
722
WCG Wealth Advisors
Nevada
$424K -$11.5K -341 -3%
HSA
723
HBK Sorce Advisory
Pennsylvania
$424K +$37.6K +1,116 +10%
SEP
724
Southland Equity Partners
Missouri
$424K +$3.47K +103 +0.9%
RL
725
Rogco LP
Oklahoma
$423K -$303 -9 -0.1%

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.