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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
LCWP
726
Legacy Capital Wealth Partners
Arkansas
$434K +$446K +11,372 New
PSP
727
Principal Street Partners
Tennessee
$433K -$193K -4,923 -30%
DWM
728
Drive Wealth Management
Utah
$430K +$239K +6,095 +118%
QCM
729
Quantinno Capital Management
New York
$427K +$706 +18 +0.2%
MIM
730
Montgomery Investment Management
Maryland
$427K
AWE
731
Avidian Wealth Enterprises
Texas
$422K +$141K +3,598 +48%
FFP
732
FourThought Financial Partners
Florida
$420K -$8.39K -214 -2%
GIM
733
Greenwich Investment Management
Connecticut
$420K
GLLW
734
Graves Light Lenhart Wealth
Virginia
$419K
GAMC
735
Garner Asset Management Corp
Texas
$419K
SWA
736
SFMG Wealth Advisors
Texas
$417K +$9.81K +250 +2%
BCM
737
Birmingham Capital Management
Alabama
$415K
CAAS
738
Capital Asset Advisory Services
Michigan
$414K -$380K -9,691 -47%
PPW
739
Parcion Private Wealth
Washington
$414K
RWM
740
Rockwood Wealth Management
Pennsylvania
$413K
FMWA
741
Forvis Mazars Wealth Advisors
Missouri
$413K -$45.3K -1,155 -10%
Daiwa Securities Group
742
Daiwa Securities Group
Japan
$412K +$129K +3,300 +44%
LIM
743
Loudon Investment Management
New Hampshire
$410K +$11.8K +300 +3%
MFG
744
Magnus Financial Group
New York
$410K +$4.43K +113 +1%
FFN
745
Focus Financial Network
Minnesota
$409K +$26.7K +681 +7%
DZ Bank
746
DZ Bank
Germany
$408K
PI
747
PFG Investments
New York
$405K +$416K +10,608 New
SEC
748
Seven Eight Capital
New York
$401K +$413K +10,520 New
AWA
749
Aaron Wealth Advisors
Illinois
$401K -$30.2K -769 -7%
EFG
750
Ethos Financial Group
Pennsylvania
$399K -$252K -6,413 -38%

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.