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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
CIA
776
Cape Investment Advisory
Georgia
$362K +$48.8K +1,448 +17%
Fisher Asset Management
777
Fisher Asset Management
Washington
$361K +$52.6K +1,561 +18%
HWAM
778
Hennion & Walsh Asset Management
New Jersey
$360K -$14.8K -438 -4%
CSB
779
City State Bank
Iowa
$359K +$14.8K +438 +5%
GWAG
780
Garrett Wealth Advisory Group
Texas
$358K -$218K -6,453 -39%
HPC
781
HM Payson & Co
Maine
$358K -$128K -3,799 -28%
AF
782
Allworth Financial
California
$355K -$54.3K -1,611 -14%
9WM
783
9258 Wealth Management
Ohio
$355K
PCA
784
Pallas Capital Advisors
Massachusetts
$348K +$45.8K +1,359 +16%
SAG
785
SageView Advisory Group
California
$346K +$324K +9,606 New
JFA
786
JNBA Financial Advisors
Minnesota
$345K +$16.9K +500 +6%
KWA
787
Kellett Wealth Advisors
Ohio
$344K +$54.6K +1,618 +20%
LAM
788
Lewis Asset Management
California
$343K +$321K +9,530 New
AWM
789
Aberdeen Wealth Management
Illinois
$343K -$13.3K -393 -4%
CAG
790
Csenge Advisory Group
Florida
$341K -$425K -12,591 -57%
SCM
791
Schnieders Capital Management
California
$337K +$6.74K +200 +2%
GWSG
792
GPS Wealth Strategies Group
Colorado
$336K -$45.7K -1,355 -13%
AWM
793
Accurate Wealth Management
Florida
$336K +$6.64K +197 +2%
FW
794
FirstPurpose Wealth
Utah
$335K +$13.8K +408 +5%
KIA
795
KCM Investment Advisors
California
$334K -$23.9K -710 -7%
SWM
796
SeaCrest Wealth Management
New York
$334K -$11.9K -354 -4%
WCAMG
797
Woodard & Company Asset Management Group
North Carolina
$332K -$8.43K -250 -3%
AWA
798
Aaron Wealth Advisors
Illinois
$324K
Macquarie Group
799
Macquarie Group
Australia
$322K -$702K -20,815 -70%
GAAM
800
Guinness Atkinson Asset Management
California
$321K +$32.8K +973 +12%

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.