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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
AF
701
Allworth Financial
California
$469K +$110K +3,108 +32%
TTWM
702
TCV Trust & Wealth Management
Virginia
$467K -$4.26K -120 -0.9%
FFA
703
Founders Financial Alliance
North Carolina
$465K -$674 -19 -0.1%
EWA
704
EP Wealth Advisors
California
$464K +$45.3K +1,276 +11%
MMHP
705
Murphy Middleton Hinkle & Parker
Georgia
$464K
ACM
706
Adalta Capital Management
New York
$463K
MWM
707
Modera Wealth Management
New Jersey
$463K +$86.7K +2,443 +24%
WFMPM
708
Woodley Farra Manion Portfolio Management
Indiana
$462K -$63.9K -1,802 -12%
FFM
709
Fullerton Fund Management
Singapore
$459K +$451K +12,700 New
MNBTD
710
Moody National Bank Trust Division
Texas
$459K -$108K -3,054 -19%
RCG
711
Regatta Capital Group
California
$454K -$162K -4,553 -27%
BBHC
712
Brown Brothers Harriman & Co
New York
$453K -$484K -13,654 -52%
CCA
713
Checchi Capital Advisers
California
$452K +$12K +337 +3%
FAM
714
Formidable Asset Management
Ohio
$452K +$50.4K +1,420 +13%
LF
715
Lantz Financial
Illinois
$452K +$6.78K +191 +2%
ZIM
716
Zacks Investment Management
Illinois
$449K -$54.8K -1,544 -11%
PFA
717
Peak Financial Advisors
Colorado
$444K +$3.55K +100 +0.8%
WT
718
Whittier Trust
California
$443K +$25.7K +723 +6%
TWM
719
Thrive Wealth Management
Pennsylvania
$443K -$49.8K -1,403 -10%
CCM
720
Chiron Capital Management
Florida
$441K +$3.55K +100 +0.8%
KFS
721
Keynote Financial Services
Connecticut
$441K +$433K +12,199 New
GIM
722
Groesbeck Investment Management
New Jersey
$441K +$433K +12,199 New
GAA
723
Guardian Asset Advisors
Pennsylvania
$439K
V
724
ViaWealth
Kansas
$439K
WCM
725
Wallace Capital Management
Texas
$438K +$429K +12,096 New

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.