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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
LFM
776
LGT Fund Management
Liechtenstein
$333K
AWM
777
Aberdeen Wealth Management
Illinois
$332K -$7.84K -221 -2%
ECP
778
Epacria Capital Partners
Colorado
$332K
9WM
779
9258 Wealth Management
Ohio
$330K +$710 +20 +0.2%
MSS
780
Mitchell Sinkler & Starr
Pennsylvania
$330K -$174K -4,895 -33%
EA
781
Ellsworth Advisors
Ohio
$328K
OPW
782
Oxler Private Wealth
New York
$326K +$5.29K +149 +2%
MFG
783
Merit Financial Group
Georgia
$325K -$25.9K -729 -7%
FCA
784
FinTrust Capital Advisors
South Carolina
$323K +$34.4K +969 +11%
GT
785
Glenview Trust
Kentucky
$322K -$12.4K -350 -3%
JWM
786
Janiczek Wealth Management
Colorado
$319K +$268K +7,555 +386%
MCM
787
Marathon Capital Management
Maryland
$318K
CSB
788
City State Bank
Iowa
$317K
KLCM
789
KG&L Capital Management
Louisiana
$316K +$40.6K +1,143 +14%
SWM
790
SeaCrest Wealth Management
New York
$316K -$8.09K -228 -2%
WCAMG
791
Woodard & Company Asset Management Group
North Carolina
$314K +$14.2K +400 +4%
CSPIA
792
Cary Street Partners Investment Advisory
Virginia
$313K +$103K +2,906 +45%
BIC
793
Beach Investment Counsel
Pennsylvania
$311K +$139K +3,920 +72%
OWA
794
Octavia Wealth Advisors
Ohio
$311K +$70.4K +1,983 +27%
JFA
795
JNBA Financial Advisors
Minnesota
$304K -$4.54K -128 -1%
SCM
796
Schnieders Capital Management
California
$304K +$14.2K +400 +5%
AWA
797
Aaron Wealth Advisors
Illinois
$302K -$53.3K -1,502 -14%
BOH
798
Bank of Hawaii
Hawaii
$301K +$40.8K +1,149 +15%
C1AG
799
Client 1st Advisory Group
Florida
$301K
AIA
800
Arbor Investment Advisors
North Carolina
$298K +$639 +18 +0.2%

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.