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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
CFG
851
Citizens Financial Group
Rhode Island
$252K +$269K +7,587 New
FTC
852
Farmers Trust Company
Ohio
$251K -$3.55K -100 -1%
LSA
853
Leonteq Securities AG
Switzerland
$250K +$137K +3,859 +131%
AWA
854
Acorn Wealth Advisors
Michigan
$250K +$1.67K +47 +0.6%
Koshinski Asset Management
855
Koshinski Asset Management
Illinois
$248K +$6.42K +181 +3%
MWM
856
Mattern Wealth Management
Kansas
$248K
CCM
857
Cullen Capital Management
New York
$247K +$31.9K +900 +14%
SWA
858
SFMG Wealth Advisors
Texas
$246K
AWA
859
Arkadios Wealth Advisors
Georgia
$246K +$54.4K +1,534 +26%
BWL
860
Bogart Wealth LLC
Virginia
$246K +$2.45K +69 +0.9%
DA
861
DCM Advisors
New York
$246K
BCV
862
Banque Cantonale Vaudoise
Switzerland
$246K -$92.5K -2,605 -26%
OHWP
863
Oak Harbor Wealth Partners
North Carolina
$246K
BCA
864
Bray Capital Advisors
Florida
$245K +$21.3K +600 +9%
SSWM
865
Strait & Sound Wealth Management
California
$245K +$259K +7,300 New
SFO
866
Stokes Family Office
Louisiana
$244K -$6.14K -173 -2%
MWM
867
Mission Wealth Management
California
$244K +$4.47K +126 +2%
MG
868
Mather Group
Illinois
$244K +$250K +7,047 +3,146%
ATI
869
Act Two Investors
California
$243K +$257K +7,240 New
AWAU
870
Alliance Wealth Advisors (Utah)
Utah
$241K +$26.1K +734 +11%
LA
871
Latitude Advisors
Florida
$241K -$23K -649 -8%
AAG
872
Armstrong Advisory Group
Massachusetts
$241K
BMA
873
Brooks Moore & Associates
Tennessee
$240K -$8.66K -244 -3%
GW
874
GW & Wade
Massachusetts
$240K +$257K +7,242 New
SC
875
Schulhoff & Co
Ohio
$239K -$17.1K -481 -6%

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.