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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
LW
801
Lauer Wealth
Indiana
$298K -$31.2K -879 -9%
FW
802
FirstPurpose Wealth
Utah
$298K +$13.2K +371 +4%
BSW
803
Buckingham Strategic Wealth
Missouri
$298K +$55.3K +1,558 +21%
DL
804
DOHJ LLC
Washington
$296K +$95.5K +2,691 +41%
QP
805
Quilter Plc
United Kingdom
$294K
GWM
806
Gray Wealth Management
Maine
$293K -$12.7K -359 -4%
PCS
807
Personal CFO Solutions
New Jersey
$293K +$284 +8 +0.1%
AWM
808
Accurate Wealth Management
Florida
$292K +$12.6K +355 +4%
AWE
809
Avidian Wealth Enterprises
Texas
$291K -$21.8K -615 -7%
WDC
810
Woodward Diversified Capital
California
$290K -$35 -1 -0%
MAA
811
Mraz Amerine & Associates
California
$289K +$18.8K +530 +7%
JSL
812
JT Stratford LLC
Georgia
$288K +$17K +478 +6%
SIM
813
Studio Investment Management
Illinois
$287K +$187K +5,281 +161%
ABLA
814
Alan B. Lancz & Associates
Ohio
$287K
APWM
815
Argonautica Private Wealth Management
Massachusetts
$286K +$17.1K +481 +6%
CT
816
Colonial Trust
South Carolina
$286K -$15.3K -432 -5%
CIA
817
Cape Investment Advisory
Georgia
$285K +$38.1K +1,074 +14%
AAS
818
Ameritas Advisory Services
Nebraska
$283K +$308K +8,680 New
KCM
819
KRS Capital Management
Michigan
$283K +$87K +2,450 +41%
TL
820
Tradewinds LLC
North Carolina
$282K
VWA
821
Visionary Wealth Advisors
Illinois
$282K +$10.3K +291 +4%
Fisher Asset Management
822
Fisher Asset Management
Washington
$281K -$287K -8,082 -49%
GAM
823
Gould Asset Management
California
$278K -$54.5K -1,535 -15%
PTC
824
Private Trust Company
Ohio
$278K -$18.8K -529 -6%
FNB
825
Farmers National Bank
Kentucky
$277K

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.