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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
OHWP
851
Oak Harbor Wealth Partners
North Carolina
$267K
PCIA
852
Prime Capital Investment Advisors
Kansas
$267K +$45.4K +1,347 +22%
PP
853
PDS Planning
Ohio
$266K +$9.37K +278 +4%
DA
854
DCM Advisors
New York
$266K -$1.01K -30 -0.4%
SVWAG
855
Sound View Wealth Advisors Group
Georgia
$266K -$24.4K -724 -9%
SWA
856
SFMG Wealth Advisors
Texas
$264K
BCA
857
Bray Capital Advisors
Florida
$263K
CRC
858
Curi RMB Capital
Illinois
$263K -$29.4K -872 -11%
PFA
859
Pettinga Financial Advisors
Indiana
$263K +$28.7K +850 +13%
AAG
860
Armstrong Advisory Group
Massachusetts
$262K +$3.37K +100 +1%
HWM
861
HB Wealth Management
Georgia
$262K +$41.1K +1,218 +20%
BNP Paribas Financial Markets
862
BNP Paribas Financial Markets
France
$261K -$1.14M -33,808 -82%
AWE
863
Avidian Wealth Enterprises
Texas
$261K -$49.9K -1,481 -17%
BMA
864
Brooks Moore & Associates
Tennessee
$260K
SC
865
Schulhoff & Co
Ohio
$259K
BCV
866
Banque Cantonale Vaudoise
Switzerland
$259K -$7.18K -213 -3%
HP
867
Holistic Planning
Texas
$257K +$240K +7,116 New
MPAM
868
Murphy Pohlad Asset Management
Minnesota
$257K
AWAU
869
Alliance Wealth Advisors (Utah)
Utah
$255K -$3.61K -107 -1%
SSWM
870
Strait & Sound Wealth Management
California
$255K -$8.26K -245 -3%
KFGK
871
Keystone Financial Group (Kentucky)
Kentucky
$254K +$202 +6 +0.1%
VT
872
Vise Technologies
New York
$254K +$35.1K +1,040 +17%
UAML
873
US Asset Management LLC
Pennsylvania
$254K +$237K +7,043 New
BWP
874
Balboa Wealth Partners
Arizona
$253K +$237K +7,025 New
CFA
875
Capstone Financial Advisors
Illinois
$252K

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.