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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
VA
876
Valmark Advisers
Ohio
$239K +$5.75K +162 +2%
PP
877
PDS Planning
Ohio
$239K +$68.9K +1,941 +38%
MPAM
878
Murphy Pohlad Asset Management
Minnesota
$237K -$29K -818 -10%
BP
879
BBR Partners
New York
$236K +$250K +7,050 New
TI
880
Truepoint Inc
Ohio
$235K +$252K +7,089 New
KC
881
Kenfarb & Co
Kentucky
$235K +$130K +3,675 +108%
CFA
882
Capstone Financial Advisors
Illinois
$234K +$248K +6,984 New
KFGK
883
Keystone Financial Group (Kentucky)
Kentucky
$234K +$15.7K +442 +7%
FCBT
884
First Citizens Bank & Trust
North Carolina
$234K +$12.1K +341 +5%
BTI
885
Blue Trust Inc
Georgia
$234K +$5.96K +168 +3%
FSA
886
Franklin Street Advisors
North Carolina
$233K +$19K +536 +8%
PAG
887
Powers Advisory Group
Illinois
$232K +$2.13K +60 +0.9%
SFC
888
Strategic Financial Concepts
Texas
$232K +$34.7K +977 +16%
DAM
889
Doheny Asset Management
California
$231K
CA
890
Carson Advisory
Georgia
$231K +$23.9K +673 +11%
SFB
891
STAR Financial Bank
Indiana
$230K -$12.1K -340 -5%
SW
892
SteelPeak Wealth
California
$229K +$242K +6,826 New
SWS
893
SYSTM Wealth Solutions
Illinois
$229K -$57.7K -1,627 -19%
PB
894
Pinnacle Bancorp
Nebraska
$228K
RW
895
REDW Wealth
New Mexico
$228K
TW
896
TrinityPoint Wealth
Connecticut
$228K -$6.5K -183 -3%
PWM
897
Perigon Wealth Management
California
$227K -$16.6K -469 -6%
EWA
898
EverSource Wealth Advisors
Alabama
$227K -$5.57K -157 -2%
NHC
899
Nicholas Hoffman & Company
Georgia
$225K
BAG
900
Bridgewealth Advisory Group
California
$225K

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.