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Enbridge

1,195 hedge funds and large institutions have $37.7B invested in Enbridge in 2023 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 415 increasing their positions, 476 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 69

3% more funds holding in top 10

Funds holding in top 10: 3536 (+1)

0% less funds holding

Funds holding: 1,1961,195 (-1)

0.69% less ownership

Funds ownership: 50.39%49.7% (-0.69%)

6% less capital invested

Capital invested by funds: $39.9B → $37.7B (-$2.22B)

13% less repeat investments, than reductions

Existing positions increased: 415 | Existing positions reduced: 476

29% less call options, than puts

Call options by funds: $623M | Put options by funds: $871M

Holders
1,195
Holders Change
-1
Holders Change %
-0.08%
% of All Funds
18.76%
Holding in Top 10
36
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.86%
% of All Funds
0.57%
New
78
Increased
415
Reduced
476
Closed
69
Calls
$623M
Puts
$871M
Net Calls
-$248M
Net Calls Change
+$102M
Name Holding Trade Value Shares
Change
Change in
Stake
GAMC
726
Garner Asset Management Corp
Texas
$408K
KIA
727
KCM Investment Advisors
California
$404K -$253K -6,640 -38%
FFP
728
FourThought Financial Partners
Florida
$404K -$4.84K -127 -1%
PFA
729
Peak Financial Advisors
Colorado
$404K +$153K +4,021 +59%
PPW
730
Parcion Private Wealth
Washington
$403K
IAIM
731
International Assets Investment Management
Florida
$403K +$5.98M +156,929 New
RWM
732
Rockwood Wealth Management
Pennsylvania
$402K
WPC
733
White Pine Capital
Minnesota
$402K +$195K +5,105 +89%
Daiwa Securities Group
734
Daiwa Securities Group
Japan
$401K
EFG
735
Ethos Financial Group
Pennsylvania
$399K
DZ Bank
736
DZ Bank
Germany
$399K
WTC
737
WhitTier Trust Company
Nevada
$398K +$167K +4,379 +69%
KWA
738
Kellett Wealth Advisors
Ohio
$392K +$41.1K +1,078 +11%
MFG
739
Merit Financial Group
Georgia
$390K +$400K +10,504 New
AWA
740
Aaron Wealth Advisors
Illinois
$390K
SXL
741
Summit X LLC
Missouri
$390K -$73.1K -1,918 -15%
FMWA
742
Forvis Mazars Wealth Advisors
Missouri
$388K -$14.4K -379 -4%
LFM
743
LGT Fund Management
Liechtenstein
$384K
RIA
744
Realta Investment Advisors
Delaware
$382K +$2.06K +54 +0.5%
EA
745
Ellsworth Advisors
Ohio
$380K +$5.87K +154 +2%
MFG
746
Magnus Financial Group
New York
$380K -$19.4K -510 -5%
BCM
747
Birmingham Capital Management
Alabama
$379K -$26.2K -688 -6%
SSWM
748
Sheets Smith Wealth Management
North Carolina
$378K +$19K +499 +5%
AWM
749
Aberdeen Wealth Management
Illinois
$376K
MSAM
750
Moloney Securities Asset Management
Missouri
$374K -$11.1K -292 -3%

ENB Hedge Fund Activity: Q2 2023 in Review

1,195 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q2 2023, worth a combined $37.7B — down 5.6% from $39.9B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new ENB positions and 69 closed out — a net gain of 9 holders — while 415 added to existing stakes and 476 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $353M. The largest seller was GQG Partners, cutting an estimated $1.82B.

  • 1,195 institutional investors held Enbridge (ENB) as of Q2 2023, down from 1,196 in Q1 2023.
  • Funds reported $37.7B of Enbridge stock for Q2 2023, down 5.6% quarter-over-quarter.
  • 78 funds opened new Enbridge positions in Q2 2023 and 69 closed out, a net change of +9 holders.
  • The largest Enbridge buyer in Q2 2023 was Royal Bank of Canada, an estimated $353M added.
  • The largest Enbridge seller in Q2 2023 was GQG Partners, an estimated $1.82B sold.

Based on aggregated 13F filings for Q2 2023.