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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
BCM
751
Birmingham Capital Management
Alabama
$392K
BCMO
752
Buckingham Capital Management (Ohio)
Ohio
$392K -$373K -11,074 -50%
RWM
753
Rockwood Wealth Management
Pennsylvania
$391K +$1.38K +41 +0.4%
CPL
754
CAP Partners LLC
Tennessee
$391K +$366K +10,852 New
IAS
755
Insigneo Advisory Services
Florida
$391K -$18.6K -551 -5%
Credit Agricole
756
Credit Agricole
France
$390K +$291K +8,629 +392%
DL
757
DOHJ LLC
Washington
$389K +$52.1K +1,546 +17%
AC
758
Avestar Capital
New York
$388K +$363K +10,770 New
EF
759
Empowered Funds
Pennsylvania
$386K -$56.9K -1,686 -14%
GLLW
760
Graves Light Lenhart Wealth
Virginia
$385K
SWS
761
SYSTM Wealth Solutions
Illinois
$385K +$128K +3,798 +55%
SSWM
762
Sheets Smith Wealth Management
North Carolina
$384K +$16K +475 +5%
BFC
763
Blue Fin Capital
Rhode Island
$380K +$16.4K +485 +5%
MSAM
764
Moloney Securities Asset Management
Missouri
$380K +$16.3K +483 +5%
MIM
765
Montgomery Investment Management
Maryland
$380K -$15.2K -450 -4%
GAMC
766
Garner Asset Management Corp
Texas
$376K
MFG
767
Magnus Financial Group
New York
$373K
LFM
768
LGT Fund Management
Liechtenstein
$373K
MWM
769
Modera Wealth Management
New Jersey
$373K -$63.6K -1,887 -15%
VAG
770
VisionPoint Advisory Group
Texas
$372K +$8.97K +266 +3%
FPWM
771
FSB Premier Wealth Management
Iowa
$371K +$7.12K +211 +2%
CT
772
Colonial Trust
South Carolina
$371K +$57.1K +1,693 +20%
EA
773
Ellsworth Advisors
Ohio
$369K
FMWA
774
Forvis Mazars Wealth Advisors
Missouri
$365K -$117K -3,458 -25%
IC
775
IEQ Capital
California
$362K -$76.6K -2,271 -18%

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.