We are live on ! Find out more
ENB icon

Enbridge

1,236 hedge funds and large institutions have $38.9B invested in Enbridge in 2024 Q2 according to their latest regulatory filings, with 116 funds opening new positions, 463 increasing their positions, 430 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 77

3% more funds holding in top 10

Funds holding in top 10: 3233 (+1)

1.93% more ownership

Funds ownership: 49.47%51.4% (+1.9%)

1% more funds holding

Funds holding: 1,2201,236 (+16)

8% more repeat investments, than reductions

Existing positions increased: 463 | Existing positions reduced: 430

2% more capital invested

Capital invested by funds: $38.2B → $38.9B (+$728M)

9% less call options, than puts

Call options by funds: $430M | Put options by funds: $474M

Holders
1,236
Holders Change
+16
Holders Change %
+1.31%
% of All Funds
17.85%
Holding in Top 10
33
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.13%
% of All Funds
0.48%
New
116
Increased
463
Reduced
430
Closed
77
Calls
$430M
Puts
$474M
Net Calls
-$44M
Net Calls Change
-$118M
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
851
Tradewinds Capital Management
Washington
$287K +$8.93K +250 +3%
JSL
852
JT Stratford LLC
Georgia
$286K +$4.79K +134 +2%
OWA
853
Octavia Wealth Advisors
Ohio
$286K +$77.1K +2,157 +37%
UAG
854
United Advisor Group
Ohio
$286K +$287K +8,023 New
FMWA
855
Forvis Mazars Wealth Advisors
Missouri
$284K -$3.5K -98 -1%
NCM
856
Nelson Capital Management
California
$284K
HWAM
857
Hennion & Walsh Asset Management
New Jersey
$284K -$54.4K -1,523 -16%
PP
858
PDS Planning
Ohio
$282K -$9.25K -259 -3%
KFSC
859
Keystone Financial Services (Colorado)
Colorado
$277K +$278K +7,775 New
VWA
860
Visionary Wealth Advisors
Illinois
$276K -$25.4K -710 -8%
SFG
861
SevenBridge Financial Group
Pennsylvania
$276K -$45.7K -1,280 -15%
KCM
862
KRS Capital Management
Michigan
$276K -$10.6K -296 -4%
DWM
863
Drive Wealth Management
Utah
$275K +$39.4K +1,104 +17%
ASBI
864
American State Bank (Iowa)
Iowa
$274K +$275K +7,703 New
GT
865
Glenview Trust
Kentucky
$273K +$18K +503 +7%
CT
866
Caldwell Trust
Florida
$269K +$246K +6,877 +991%
FTC
867
Farmers Trust Company
Ohio
$269K
BSG
868
Black Swift Group
Colorado
$267K
LFA
869
Legacy Financial Advisors
Kentucky
$266K +$6.07K +170 +2%
MCM
870
Mengis Capital Management
Oregon
$265K -$25K -700 -9%
CIG
871
Cascade Investment Group
Colorado
$265K +$1.79K +50 +0.7%
TFA
872
Tranquilli Financial Advisor
New Jersey
$265K +$9.39K +263 +4%
GLA
873
Good Life Advisors
Pennsylvania
$264K -$9.68K -271 -4%
WPC
874
Wedmont Private Capital
Pennsylvania
$264K +$54.5K +1,526 +26%
CSIC
875
Clifford Swan Investment Counsel
California
$264K -$4.39K -123 -2%

ENB Hedge Fund Activity: Q2 2024 in Review

1,236 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q2 2024, worth a combined $38.9B — up 1.9% from $38.2B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new ENB positions and 77 closed out — a net gain of 39 holders — while 463 added to existing stakes and 430 trimmed.

The largest buyer was GQG Partners, opening a new position worth an estimated $1.82B. The largest seller was National Bank of Canada, cutting an estimated $199M.

  • 1,236 institutional investors held Enbridge (ENB) as of Q2 2024, up from 1,220 in Q1 2024.
  • Funds reported $38.9B of Enbridge stock for Q2 2024, up 1.9% quarter-over-quarter.
  • 116 funds opened new Enbridge positions in Q2 2024 and 77 closed out, a net change of +39 holders.
  • The largest Enbridge buyer in Q2 2024 was GQG Partners, an estimated $1.82B added.
  • The largest Enbridge seller in Q2 2024 was National Bank of Canada, an estimated $199M sold.

Based on aggregated 13F filings for Q2 2024.