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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
RIA
801
Realta Investment Advisors
Delaware
$319K -$36.8K -1,092 -11%
PTC
802
Private Trust Company
Ohio
$318K +$15.9K +473 +6%
JSL
803
JT Stratford LLC
Georgia
$317K +$4.72K +140 +2%
APWM
804
Argonautica Private Wealth Management
Massachusetts
$317K +$6K +178 +2%
WDC
805
Woodward Diversified Capital
California
$314K +$34 +1 +0%
IAN
806
Integrated Advisors Network
Texas
$314K +$32.8K +973 +13%
ABLA
807
Alan B. Lancz & Associates
Ohio
$311K
C1AG
808
Client 1st Advisory Group
Florida
$311K -$14.2K -420 -5%
Fayez Sarofim & Co
809
Fayez Sarofim & Co
Texas
$311K -$80.9K -2,398 -21%
CSPIA
810
Cary Street Partners Investment Advisory
Virginia
$311K -$23.9K -709 -8%
MAA
811
Mraz Amerine & Associates
California
$310K
FCH
812
Freestone Capital Holdings
Washington
$309K -$78.6K -2,331 -21%
FNB
813
Farmers National Bank
Kentucky
$308K +$7.28K +216 +3%
BOH
814
Bank of Hawaii
Hawaii
$308K -$17.7K -525 -6%
PWM
815
Perigon Wealth Management
California
$307K +$58.3K +1,728 +25%
VWA
816
Visionary Wealth Advisors
Illinois
$305K +$1.96K +58 +0.7%
RB
817
Renasant Bank
Mississippi
$303K -$88.5K -2,626 -24%
KWA
818
Kingswood Wealth Advisors
California
$303K +$283K +8,402 New
NL
819
NWAM LLC
Washington
$302K +$6.24K +185 +2%
GAM
820
Gould Asset Management
California
$302K
DWM
821
Drive Wealth Management
Utah
$300K -$126K -3,734 -31%
CS
822
Candriam SCA
Luxembourg
$299K -$71.1K -2,110 -20%
FG
823
Fiduciary Group
Georgia
$297K +$278K +8,239 New
OWA
824
Octavia Wealth Advisors
Ohio
$296K -$35.7K -1,058 -11%
MC
825
Maverick Capital
Texas
$295K +$276K +8,176 New

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.