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Enbridge

1,220 hedge funds and large institutions have $38.2B invested in Enbridge in 2024 Q1 according to their latest regulatory filings, with 133 funds opening new positions, 453 increasing their positions, 433 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 96

19% more call options, than puts

Call options by funds: $458M | Put options by funds: $384M

2% more funds holding

Funds holding: 1,1971,220 (+23)

5% more repeat investments, than reductions

Existing positions increased: 453 | Existing positions reduced: 433

0.79% less ownership

Funds ownership: 50.26%49.47% (-0.79%)

1% less capital invested

Capital invested by funds: $38.7B → $38.2B (-$464M)

9% less funds holding in top 10

Funds holding in top 10: 3532 (-3)

Holders
1,220
Holders Change
+23
Holders Change %
+1.92%
% of All Funds
17.57%
Holding in Top 10
32
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.57%
% of All Funds
0.46%
New
133
Increased
453
Reduced
433
Closed
96
Calls
$458M
Puts
$384M
Net Calls
+$74.4M
Net Calls Change
+$184M
Name Holding Trade Value Shares
Change
Change in
Stake
IAN
801
Integrated Advisors Network
Texas
$329K +$13.2K +371 +4%
NAMNJ
802
NorthStar Asset Management (New Jersey)
New Jersey
$328K +$104K +2,930 +48%
BC
803
Bridgefront Capital
Texas
$328K +$322K +9,065 New
WA
804
Waverly Advisors
Alabama
$327K +$117K +3,304 +58%
AWA
805
Aaron Wealth Advisors
Illinois
$326K
SLG
806
Stanley-Laman Group
Pennsylvania
$324K +$106K +3,000 +50%
CC
807
Chicago Capital
Illinois
$324K -$105K -2,962 -25%
EWA
808
EverSource Wealth Advisors
Alabama
$322K +$55.8K +1,572 +21%
SA
809
SpiderRock Advisors
Delaware
$320K +$320K +9,010 New
PWM
810
Perigon Wealth Management
California
$319K +$11.1K +314 +4%
BTI
811
Blue Trust Inc
Georgia
$315K +$87.1K +2,454 +39%
C1AG
812
Client 1st Advisory Group
Florida
$313K
KIA
813
KCM Investment Advisors
California
$311K -$24.2K -681 -7%
VC
814
Vicus Capital
Pennsylvania
$310K +$304K +8,564 New
SFG
815
SevenBridge Financial Group
Pennsylvania
$308K -$142K -4,009 -32%
VWA
816
Visionary Wealth Advisors
Illinois
$306K
HPC
817
HM Payson & Co
Maine
$306K -$52.4K -1,478 -15%
CSPIA
818
Cary Street Partners Investment Advisory
Virginia
$305K -$6.74K -190 -2%
RB
819
Renasant Bank
Mississippi
$305K
OR
820
Olympiad Research
Connecticut
$304K +$298K +8,400 New
CWM
821
Centurion Wealth Management
Virginia
$302K +$23.8K +672 +9%
GWSG
822
GPS Wealth Strategies Group
Colorado
$302K -$35.3K -995 -11%
S
823
Sunpointe
Missouri
$301K +$16K +450 +6%
MAA
824
Mraz Amerine & Associates
California
$300K -$10.7K -302 -4%
TL
825
Tradewinds LLC
North Carolina
$300K +$294K +8,289 New

ENB Hedge Fund Activity: Q1 2024 in Review

1,220 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q1 2024, worth a combined $38.2B — down 1.2% from $38.7B a quarter earlier.

Buyers outnumbered sellers: 133 funds opened new ENB positions and 96 closed out — a net gain of 37 holders — while 453 added to existing stakes and 433 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $192M. The largest seller was Wellington Management Group, cutting an estimated $787M.

  • 1,220 institutional investors held Enbridge (ENB) as of Q1 2024, up from 1,197 in Q4 2023.
  • Funds reported $38.2B of Enbridge stock for Q1 2024, down 1.2% quarter-over-quarter.
  • 133 funds opened new Enbridge positions in Q1 2024 and 96 closed out, a net change of +37 holders.
  • The largest Enbridge buyer in Q1 2024 was Goldman Sachs, an estimated $192M added.
  • The largest Enbridge seller in Q1 2024 was Wellington Management Group, an estimated $787M sold.

Based on aggregated 13F filings for Q1 2024.