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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
EI
826
EDMP Inc
Florida
$294K
CIG
827
Cascade Investment Group
Colorado
$293K +$275K +8,143 New
CGL
828
Clarius Group LLC
Washington
$289K +$54.5K +1,617 +25%
GLA
829
Good Life Advisors
Pennsylvania
$289K -$3.47K -103 -1%
NCM
830
Nelson Capital Management
California
$288K
CSIC
831
Clifford Swan Investment Counsel
California
$286K +$6.07K +180 +2%
KCM
832
KRS Capital Management
Michigan
$286K -$17K -504 -6%
S
833
Sunpointe
Missouri
$285K +$265K +7,864 New
BWL
834
Bogart Wealth LLC
Virginia
$283K +$17.9K +530 +7%
TCM
835
Tradewinds Capital Management
Washington
$281K
BFA
836
Bragg Financial Advisors
North Carolina
$280K -$233K -6,913 -47%
SWMP
837
Signature Wealth Management Partners
New Jersey
$278K +$261K +7,727 New
WIA
838
World Investment Advisors
California
$278K +$41.2K +1,223 +19%
GBA
839
Garrison Bradford & Associates
New York
$278K
CWP
840
CFM Wealth Partners
Texas
$278K +$260K +7,706 New
CWM
841
Centurion Wealth Management
Virginia
$276K -$14.7K -435 -5%
FTC
842
Farmers Trust Company
Ohio
$272K
FFA
843
Farther Finance Advisors
California
$270K +$110K +3,274 +78%
AWA
844
Acorn Wealth Advisors
Michigan
$270K -$877 -26 -0.3%
EFSCE
845
Enterprise Financial Services Corp (EFSC)
Missouri
$270K +$30.2K +896 +14%
EWA
846
EverSource Wealth Advisors
Alabama
$270K +$23.7K +704 +10%
MWM
847
Mattern Wealth Management
Kansas
$269K
MCM
848
Mengis Capital Management
Oregon
$268K -$22.3K -660 -8%
GT
849
Glenview Trust
Kentucky
$268K -$76.2K -2,259 -23%
WAP
850
Wealthcare Advisory Partners
Pennsylvania
$268K +$44.7K +1,326 +22%

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.