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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
JFA
776
JNBA Financial Advisors
Minnesota
$357K
TH
777
TCTC Holdings
Texas
$356K +$152K +3,866 +71%
RIA
778
Regal Investment Advisors
Michigan
$351K +$38.4K +978 +12%
CF
779
Centaurus Financial
California
$350K -$123K -3,144 -26%
TTWM
780
TCV Trust & Wealth Management
Virginia
$347K -$48.9K -1,247 -12%
AW
781
Apricus Wealth
South Carolina
$344K -$126K -3,200 -26%
FCA
782
FinTrust Capital Advisors
South Carolina
$342K
AIA
783
Arbor Investment Advisors
North Carolina
$342K -$9.02K -230 -3%
CT
784
Colonial Trust
South Carolina
$342K -$17.3K -441 -5%
AWM
785
Accurate Wealth Management
Florida
$340K -$14.4K -368 -4%
FTC
786
Farmers Trust Company
Ohio
$338K
SLAM
787
Swiss Life Asset Management
$337K
BOH
788
Bank of Hawaii
Hawaii
$337K -$42.9K -1,094 -11%
WCAMG
789
Woodard & Company Asset Management Group
North Carolina
$335K +$14.2K +363 +4%
ABLA
790
Alan B. Lancz & Associates
Ohio
$334K
WDC
791
Woodward Diversified Capital
California
$333K -$5.88K -150 -2%
SCM
792
Schnieders Capital Management
California
$332K +$19.6K +500 +6%
FCH
793
Freestone Capital Holdings
Washington
$331K -$5.88K -150 -2%
SEP
794
Southland Equity Partners
Missouri
$329K +$8.04K +205 +2%
KLCM
795
KG&L Capital Management
Louisiana
$329K +$47.1K +1,202 +16%
GAAM
796
Guinness Atkinson Asset Management
California
$327K -$76.5K -1,951 -19%
GWM
797
Gray Wealth Management
Maine
$327K +$1.37K +35 +0.4%
FW
798
FirstPurpose Wealth
Utah
$327K +$19.5K +496 +6%
CAG
799
Csenge Advisory Group
Florida
$326K +$25.6K +652 +8%
JSL
800
JT Stratford LLC
Georgia
$325K +$29.7K +757 +10%

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.