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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
Koshinski Asset Management
751
Koshinski Asset Management
Illinois
$396K -$70K -1,784 -15%
MSAM
752
Moloney Securities Asset Management
Missouri
$395K -$1.57K -40 -0.4%
SVWAG
753
Sound View Wealth Advisors Group
Georgia
$395K +$116K +2,962 +40%
PP
754
Prudential plc
United Kingdom
$395K +$151K +3,853 +59%
LFM
755
LGT Fund Management
Liechtenstein
$394K
RIA
756
Realta Investment Advisors
Delaware
$390K -$33.4K -851 -8%
CB
757
Centennial Bank
Arkansas
$387K -$192K -4,890 -32%
AWM
758
Aberdeen Wealth Management
Illinois
$387K
C1AG
759
Client 1st Advisory Group
Florida
$385K -$194K -4,937 -33%
EA
760
Ellsworth Advisors
Ohio
$384K +$5.61K +143 +1%
SWM
761
SeaCrest Wealth Management
New York
$384K -$36K -918 -8%
BCV
762
Banque Cantonale Vaudoise
Switzerland
$381K +$19.6K +500 +5%
GAM
763
Gould Asset Management
California
$378K
APP
764
Avantax Planning Partners
Iowa
$377K +$6.12K +156 +2%
FPWM
765
FSB Premier Wealth Management
Iowa
$377K +$44.9K +1,144 +13%
9WM
766
9258 Wealth Management
Ohio
$376K -$941 -24 -0.2%
GT
767
Glenview Trust
Kentucky
$375K +$8.39K +214 +2%
SW
768
SVB Wealth
Massachusetts
$373K +$11.7K +297 +3%
SSWM
769
Sheets Smith Wealth Management
North Carolina
$369K
OPW
770
Oxler Private Wealth
New York
$362K +$5.29K +135 +1%
MCM
771
Marathon Capital Management
Maryland
$362K
KWA
772
Kellett Wealth Advisors
Ohio
$361K -$39.2K -1,000 -10%
SIMG
773
Sonora Investment Management Group
Arizona
$361K -$68.6K -1,748 -16%
SCM
774
Sterneck Capital Management
Missouri
$359K
CWM
775
Centurion Wealth Management
Virginia
$358K -$6K -153 -2%

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.