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Enbridge

1,196 hedge funds and large institutions have $39.9B invested in Enbridge in 2023 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 463 increasing their positions, 433 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 79

7% more repeat investments, than reductions

Existing positions increased: 463 | Existing positions reduced: 433

0.34% less ownership

Funds ownership: 50.74%50.39% (-0.34%)

1% less capital invested

Capital invested by funds: $40.2B → $39.9B (-$304M)

1% less funds holding

Funds holding: 1,2141,196 (-18)

24% less funds holding in top 10

Funds holding in top 10: 4635 (-11)

43% less call options, than puts

Call options by funds: $470M | Put options by funds: $820M

Holders
1,196
Holders Change
-18
Holders Change %
-1.48%
% of All Funds
19.06%
Holding in Top 10
35
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-23.91%
% of All Funds
0.56%
New
90
Increased
463
Reduced
433
Closed
79
Calls
$470M
Puts
$820M
Net Calls
-$350M
Net Calls Change
-$535M
Name Holding Trade Value Shares
Change
Change in
Stake
NHC
851
Nicholas Hoffman & Company
Georgia
$272K
CP
852
Camelot Portfolios
Ohio
$271K -$514K -13,092 -65%
PGFC
853
Peapack-Gladstone Financial Corp
New Jersey
$271K
IAMOG
854
Investors Asset Management of Georgia
Georgia
$270K -$3.84K -98 -1%
UAML
855
US Asset Management LLC
Pennsylvania
$270K -$1.14K -29 -0.4%
SFS
856
Sowell Financial Services
Arkansas
$267K -$157K -4,006 -36%
Fayez Sarofim & Co
857
Fayez Sarofim & Co
Texas
$264K -$7.69K -196 -3%
QCG
858
Quadrant Capital Group
Ohio
$264K -$71.5K -1,823 -21%
TW
859
TrinityPoint Wealth
Connecticut
$263K +$549 +14 +0.2%
DAM
860
Doheny Asset Management
California
$263K +$270K +6,888 New
PCS
861
Personal CFO Solutions
New Jersey
$262K +$1.88K +48 +0.7%
PAG
862
Powers Advisory Group
Illinois
$262K
PFA
863
Peak Financial Advisors
Colorado
$262K +$4.86K +124 +2%
AIA
864
Angeles Investment Advisors
California
$260K +$268K +6,827 New
RW
865
REDW Wealth
New Mexico
$259K
PWP
866
Phillips Wealth Planners
Mississippi
$259K +$257K +6,549 New
BAG
867
Bridgewealth Advisory Group
California
$257K +$23.5K +600 +10%
VT
868
Vise Technologies
New York
$256K -$35.3K -901 -12%
BCA
869
Bray Capital Advisors
Florida
$256K
EWM
870
Executive Wealth Management
Michigan
$256K +$1.29K +33 +0.5%
LRIA
871
Leonard Rickey Investment Advisors
Washington
$256K -$136K -3,462 -34%
SFC
872
Strategic Financial Concepts
Texas
$254K +$261K +6,665 New
CSPIA
873
Cary Street Partners Investment Advisory
Virginia
$254K +$235 +6 +0.1%
PB
874
Pinnacle Bancorp
Nebraska
$253K
DL
875
DOHJ LLC
Washington
$252K -$38.6K -983 -13%

ENB Hedge Fund Activity: Q1 2023 in Review

1,196 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q1 2023, worth a combined $39.9B — down 0.76% from $40.2B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new ENB positions and 79 closed out — a net gain of 11 holders — while 463 added to existing stakes and 433 trimmed.

The largest buyer was Bank of Nova Scotia, adding an estimated $428M. The largest seller was Goldman Sachs, cutting an estimated $555M.

  • 1,196 institutional investors held Enbridge (ENB) as of Q1 2023, down from 1,214 in Q4 2022.
  • Funds reported $39.9B of Enbridge stock for Q1 2023, down 0.76% quarter-over-quarter.
  • 90 funds opened new Enbridge positions in Q1 2023 and 79 closed out, a net change of +11 holders.
  • The largest Enbridge buyer in Q1 2023 was Bank of Nova Scotia, an estimated $428M added.
  • The largest Enbridge seller in Q1 2023 was Goldman Sachs, an estimated $555M sold.

Based on aggregated 13F filings for Q1 2023.