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Enbridge

1,165 hedge funds and large institutions have $36.2B invested in Enbridge in 2023 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 483 increasing their positions, 404 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 483 | Existing positions reduced: 404

8% more funds holding in top 10

Funds holding in top 10: 3639 (+3)

1.74% more ownership

Funds ownership: 49.7%51.43% (+1.7%)

4% less capital invested

Capital invested by funds: $37.7B → $36.2B (-$1.44B)

3% less funds holding

Funds holding: 1,1951,165 (-30)

11% less first-time investments, than exits

New positions opened: 81 | Existing positions closed: 91

42% less call options, than puts

Call options by funds: $422M | Put options by funds: $731M

Holders
1,165
Holders Change
-30
Holders Change %
-2.51%
% of All Funds
18.49%
Holding in Top 10
39
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.33%
% of All Funds
0.62%
New
81
Increased
483
Reduced
404
Closed
91
Calls
$422M
Puts
$731M
Net Calls
-$309M
Net Calls Change
-$60.6M
Name Holding Trade Value Shares
Change
Change in
Stake
EP
726
Eudaimonia Partners
Tennessee
$391K -$4.54K -128 -1%
RL
727
Rogco LP
Oklahoma
$390K +$417K +11,747 New
SLAM
728
Swiss Life Asset Management
$389K
HG
729
Herbst Group
Connecticut
$388K
MHIC
730
Marble Harbor Investment Counsel
Massachusetts
$388K
SEP
731
Southland Equity Partners
Missouri
$387K +$102K +2,879 +33%
IAIM
732
International Assets Investment Management
Florida
$386K +$8.02K +226 +0.1%
RWB
733
RMR Wealth Builders
New Jersey
$386K +$71 +2 +0%
AF
734
Allworth Financial
California
$384K -$39.4K -1,111 -9%
RWM
735
Ritholtz Wealth Management
New York
$382K -$536K -15,107 -57%
TWM
736
Thrive Wealth Management
Pennsylvania
$382K -$121K -3,404 -23%
Fayez Sarofim & Co
737
Fayez Sarofim & Co
Texas
$381K +$162K +4,564 +66%
WTC
738
WhitTier Trust Company
Nevada
$379K +$24.6K +693 +6%
IAS
739
Insigneo Advisory Services
Florida
$378K +$403K +11,353 New
NWMG
740
National Wealth Management Group
Ohio
$377K -$12.6K -354 -3%
SS
741
Sunbelt Securities
Texas
$376K -$52K -1,466 -11%
RIA
742
Realta Investment Advisors
Delaware
$369K -$11.5K -325 -3%
GAMC
743
Garner Asset Management Corp
Texas
$369K
PVI
744
Pine Valley Investments
New Jersey
$367K +$96.6K +2,723 +33%
RB
745
Renasant Bank
Mississippi
$367K -$15.7K -443 -4%
FCH
746
Freestone Capital Holdings
Washington
$366K +$89.4K +2,518 +30%
BCM
747
Birmingham Capital Management
Alabama
$365K +$24.4K +688 +7%
MIM
748
Montgomery Investment Management
Maryland
$365K -$6.96K -196 -2%
MCM
749
MAI Capital Management
Ohio
$363K -$38K -1,071 -9%
FFP
750
FourThought Financial Partners
Florida
$362K +$994 +28 +0.3%

ENB Hedge Fund Activity: Q3 2023 in Review

1,165 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q3 2023, worth a combined $36.2B — down 3.8% from $37.7B a quarter earlier.

Sellers outnumbered buyers: 91 funds closed out of ENB and 81 opened new positions — a net loss of 10 holders — while 404 trimmed existing stakes and 483 added.

The largest buyer was Wellington Management Group, adding an estimated $997M. The largest seller was MUFG Securities EMEA, exiting entirely with an estimated $392M sold.

  • 1,165 institutional investors held Enbridge (ENB) as of Q3 2023, down from 1,195 in Q2 2023.
  • Funds reported $36.2B of Enbridge stock for Q3 2023, down 3.8% quarter-over-quarter.
  • 81 funds opened new Enbridge positions in Q3 2023 and 91 closed out, a net change of -10 holders.
  • The largest Enbridge buyer in Q3 2023 was Wellington Management Group, an estimated $997M added.
  • The largest Enbridge seller in Q3 2023 was MUFG Securities EMEA, an estimated $392M sold.

Based on aggregated 13F filings for Q3 2023.