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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
NL
826
NWAM LLC
Washington
$274K +$99.9K +2,815 +52%
EI
827
EDMP Inc
Florida
$274K
PSP
828
Principal Street Partners
Tennessee
$272K -$19K -534 -6%
MCM
829
Mengis Capital Management
Oregon
$272K
SVWAG
830
Sound View Wealth Advisors Group
Georgia
$272K -$40.5K -1,140 -12%
CRC
831
Curi RMB Capital
Illinois
$271K +$290K +8,178 New
FFA
832
First Foundation Advisors
California
$270K -$113K -3,182 -28%
GLA
833
Good Life Advisors
Pennsylvania
$270K +$16.9K +475 +6%
CWM
834
Centurion Wealth Management
Virginia
$269K -$26.7K -753 -8%
VFA
835
Valeo Financial Advisors
Indiana
$269K +$53.9K +1,520 +23%
KWA
836
Kellett Wealth Advisors
Ohio
$266K -$92.9K -2,618 -25%
NCM
837
Nelson Capital Management
California
$265K
PCA
838
Pallas Capital Advisors
Massachusetts
$265K +$295K +8,310 New
GAAM
839
Guinness Atkinson Asset Management
California
$264K -$12.1K -340 -4%
TCM
840
Tradewinds Capital Management
Washington
$262K
PGFC
841
Peapack-Gladstone Financial Corp
New Jersey
$262K +$28.4K +800 +11%
CSIC
842
Clifford Swan Investment Counsel
California
$260K -$4.26K -120 -2%
IAN
843
Integrated Advisors Network
Texas
$260K -$8.02K -226 -3%
AT
844
Arden Trust
Delaware
$257K -$786K -22,137 -74%
GBA
845
Garrison Bradford & Associates
New York
$256K
IIM
846
InTrack Investment Management
Vermont
$255K +$33.6K +948 +14%
LBA
847
Letko, Brosseau & Associates
Quebec, Canada
$255K
WT
848
Whittier Trust
California
$254K +$23.2K +653 +9%
FNBT
849
FineMark National Bank & Trust
Florida
$254K +$65.3K +1,841 +32%
WA
850
Waverly Advisors
Alabama
$254K +$21.4K +603 +9%

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.