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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
PP
726
Patten & Patten
Tennessee
$422K -$21.9K -650 -5%
LWA
727
Lantern Wealth Advisors
New York
$421K +$394K +11,696 New
MHIC
728
Marble Harbor Investment Counsel
Massachusetts
$421K
MWM
729
Mission Wealth Management
California
$421K +$149K +4,407 +61%
EWA
730
EP Wealth Advisors
California
$416K +$53.5K +1,587 +16%
SC
731
Syon Capital
California
$416K +$390K +11,554 New
WT
732
Whittier Trust
California
$415K +$130K +3,867 +50%
BP
733
Ballentine Partners
Massachusetts
$412K +$386K +11,446 New
UCFA
734
United Capital Financial Advisors
Texas
$412K -$37.6K -1,115 -9%
MCM
735
MAI Capital Management
Ohio
$412K +$17.1K +508 +5%
GSEP
736
Golden State Equity Partners
California
$411K -$129K -3,811 -25%
PPW
737
Parcion Private Wealth
Washington
$409K +$16.9K +500 +5%
WTC
738
WhitTier Trust Company
Nevada
$409K -$2.02K -60 -0.5%
PVI
739
Pine Valley Investments
New Jersey
$407K +$12.1K +359 +3%
LCWP
740
Legacy Capital Wealth Partners
Arkansas
$405K +$23.3K +691 +7%
WPC
741
White Pine Capital
Minnesota
$404K +$25.6K +760 +7%
GWA
742
Gratus Wealth Advisors
Virginia
$402K +$377K +11,171 New
SS
743
Sunbelt Securities
Texas
$401K -$6.37K -189 -2%
FAM
744
Formidable Asset Management
Ohio
$399K +$374K +11,083 New
TCMP
745
Thrive Capital Management (Pennsylvania)
Pennsylvania
$399K -$119K -3,520 -24%
SC
746
Sapient Capital
Indiana
$398K +$371K +11,013 New
TRCT
747
Tower Research Capital (TRC)
New York
$398K +$197K +5,848 +112%
TNA
748
True North Advisors
Texas
$397K -$80.9K -2,400 -18%
QCG
749
Quadrant Capital Group
Ohio
$396K -$69.8K -2,070 -16%
FFP
750
FourThought Financial Partners
Florida
$395K +$1.82K +54 +0.5%

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.