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Enbridge

1,195 hedge funds and large institutions have $37.7B invested in Enbridge in 2023 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 415 increasing their positions, 476 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 69

3% more funds holding in top 10

Funds holding in top 10: 3536 (+1)

0% less funds holding

Funds holding: 1,1961,195 (-1)

0.69% less ownership

Funds ownership: 50.39%49.7% (-0.69%)

6% less capital invested

Capital invested by funds: $39.9B → $37.7B (-$2.22B)

13% less repeat investments, than reductions

Existing positions increased: 415 | Existing positions reduced: 476

29% less call options, than puts

Call options by funds: $623M | Put options by funds: $871M

Holders
1,195
Holders Change
-1
Holders Change %
-0.08%
% of All Funds
18.76%
Holding in Top 10
36
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.86%
% of All Funds
0.57%
New
78
Increased
415
Reduced
476
Closed
69
Calls
$623M
Puts
$871M
Net Calls
-$248M
Net Calls Change
+$102M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
851
Mission Wealth Management
California
$265K +$28.6K +750 +12%
PGFC
852
Peapack-Gladstone Financial Corp
New Jersey
$264K
IAMOG
853
Investors Asset Management of Georgia
Georgia
$263K
UAML
854
US Asset Management LLC
Pennsylvania
$263K -$343 -9 -0.1%
TW
855
TrinityPoint Wealth
Connecticut
$262K +$5.45K +143 +2%
WT
856
Whittier Trust
California
$260K -$184K -4,820 -41%
CP
857
Camelot Portfolios
Ohio
$260K -$3.81K -100 -1%
WA
858
Waverly Advisors
Alabama
$259K +$33.4K +877 +14%
DSC
859
Duncker Streett & Co
Missouri
$259K -$41.2K -1,082 -13%
VA
860
Valmark Advisers
Ohio
$259K +$26.5K +695 +11%
EWA
861
EverSource Wealth Advisors
Alabama
$258K +$65.9K +1,728 +33%
WWMSC
862
Wagner Wealth Management (South Carolina)
South Carolina
$257K +$14.3K +376 +6%
Fayez Sarofim & Co
863
Fayez Sarofim & Co
Texas
$257K
BCA
864
Bay Colony Advisors
Massachusetts
$257K +$264K +6,913 New
DAM
865
Doheny Asset Management
California
$256K
PB
866
Pinnacle Bancorp
Nebraska
$255K +$9.04K +237 +4%
PAG
867
Powers Advisory Group
Illinois
$255K
CCT
868
Chemung Canal Trust
New York
$255K -$11.4K -300 -4%
RW
869
REDW Wealth
New Mexico
$252K
HTC
870
Haverford Trust Company
Pennsylvania
$251K +$28.2K +741 +12%
BAG
871
Bridgewealth Advisory Group
California
$251K
IIM
872
InTrack Investment Management
Vermont
$250K +$11.4K +300 +5%
Verition Fund Management
873
Verition Fund Management
Connecticut
$250K -$214K -5,624 -46%
PWP
874
Phillips Wealth Planners
Mississippi
$250K +$6.44K +169 +3%
FCBT
875
First Citizens Bank & Trust
North Carolina
$249K -$25.6K -672 -9%

ENB Hedge Fund Activity: Q2 2023 in Review

1,195 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q2 2023, worth a combined $37.7B — down 5.6% from $39.9B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new ENB positions and 69 closed out — a net gain of 9 holders — while 415 added to existing stakes and 476 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $353M. The largest seller was GQG Partners, cutting an estimated $1.82B.

  • 1,195 institutional investors held Enbridge (ENB) as of Q2 2023, down from 1,196 in Q1 2023.
  • Funds reported $37.7B of Enbridge stock for Q2 2023, down 5.6% quarter-over-quarter.
  • 78 funds opened new Enbridge positions in Q2 2023 and 69 closed out, a net change of +9 holders.
  • The largest Enbridge buyer in Q2 2023 was Royal Bank of Canada, an estimated $353M added.
  • The largest Enbridge seller in Q2 2023 was GQG Partners, an estimated $1.82B sold.

Based on aggregated 13F filings for Q2 2023.