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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
AWM
826
Accurate Wealth Management
Florida
$300K -$20K -565 -6%
FCH
827
Freestone Capital Holdings
Washington
$297K -$13.3K -376 -4%
GAAM
828
Guinness Atkinson Asset Management
California
$296K -$26K -734 -8%
PP
829
PDS Planning
Ohio
$296K +$27.7K +782 +11%
EI
830
EDMP Inc
Florida
$295K
RIA
831
Realta Investment Advisors
Delaware
$295K -$24.5K -691 -8%
AWA
832
Acorn Wealth Advisors
Michigan
$295K +$23.2K +655 +9%
MCM
833
Mengis Capital Management
Oregon
$295K +$24.8K +700 +9%
OKSA
834
O'Keefe Stevens Advisory
New York
$294K +$289K +8,138 New
LA
835
Latitude Advisors
Florida
$294K +$45.4K +1,280 +19%
HWM
836
HB Wealth Management
Georgia
$293K +$29.2K +824 +11%
FMWA
837
Forvis Mazars Wealth Advisors
Missouri
$293K -$72.6K -2,046 -20%
PCM
838
Prelude Capital Management
New York
$292K +$286K +8,064 New
KCM
839
KRS Capital Management
Michigan
$291K +$3.62K +102 +1%
GIS
840
Grayhawk Investment Strategies
Alberta, Canada
$290K +$34.6K +975 +20%
NCM
841
Nelson Capital Management
California
$289K
APWM
842
Argonautica Private Wealth Management
Massachusetts
$289K -$28.9K -815 -9%
WTC
843
WhitTier Trust Company
Nevada
$288K -$120K -3,379 -30%
WAP
844
Wealthcare Advisory Partners
Pennsylvania
$288K +$18.8K +530 +7%
HTC
845
Haverford Trust Company
Pennsylvania
$288K +$282K +7,955 New
CS
846
Candriam SCA
Luxembourg
$287K -$12.1K -340 -4%
FG
847
Fiduciary Group
Georgia
$286K -$11.8K -333 -4%
JSL
848
JT Stratford LLC
Georgia
$286K -$32.3K -909 -10%
BWL
849
Bogart Wealth LLC
Virginia
$286K +$1.06K +30 +0.4%
Lido Advisors
850
Lido Advisors
California
$283K +$56.3K +1,588 +25%

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.