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Enbridge

1,196 hedge funds and large institutions have $39.9B invested in Enbridge in 2023 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 463 increasing their positions, 433 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 79

7% more repeat investments, than reductions

Existing positions increased: 463 | Existing positions reduced: 433

0.34% less ownership

Funds ownership: 50.74%50.39% (-0.34%)

1% less capital invested

Capital invested by funds: $40.2B → $39.9B (-$304M)

1% less funds holding

Funds holding: 1,2141,196 (-18)

24% less funds holding in top 10

Funds holding in top 10: 4635 (-11)

43% less call options, than puts

Call options by funds: $470M | Put options by funds: $820M

Holders
1,196
Holders Change
-18
Holders Change %
-1.48%
% of All Funds
19.06%
Holding in Top 10
35
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-23.91%
% of All Funds
0.56%
New
90
Increased
463
Reduced
433
Closed
79
Calls
$470M
Puts
$820M
Net Calls
-$350M
Net Calls Change
-$535M
Name Holding Trade Value Shares
Change
Change in
Stake
PWP
901
Principle Wealth Partners
Connecticut
$239K
VFA
902
Valeo Financial Advisors
Indiana
$238K +$18.3K +467 +8%
BEI
903
Benjamin Edwards Inc
Missouri
$238K -$95.7K -2,441 -28%
FNBT
904
FineMark National Bank & Trust
Florida
$237K -$15.3K -390 -6%
WCFA
905
Walkner Condon Financial Advisors
Wisconsin
$237K -$12.6K -322 -5%
WAP
906
Wealthcare Advisory Partners
Pennsylvania
$237K -$11.1K -283 -4%
EFSCE
907
Enterprise Financial Services Corp (EFSC)
Missouri
$237K -$259K -6,598 -52%
CICI
908
Capital Investment Counsel Inc
North Carolina
$235K
FOA
909
Five Oceans Advisors
California
$234K -$19.1K -488 -7%
MFWP
910
Mosaic Family Wealth Partners
Missouri
$233K
WPW
911
Waldron Private Wealth
Pennsylvania
$233K +$239K +6,105 New
WA
912
Waverly Advisors
Alabama
$232K +$2.82K +72 +1%
MIC
913
Meridian Investment Counsel
California
$232K
FWP
914
FAS Wealth Partners
Kansas
$232K -$12.4K -316 -5%
WSFS
915
Wilmington Savings Fund Society
Delaware
$232K
EFMC
916
Empire Financial Management Company
New York
$230K +$237K +6,041 New
HTC
917
Haverford Trust Company
Pennsylvania
$229K +$24.5K +625 +12%
WKSWA
918
White Knight Strategic Wealth Advisors
New Jersey
$229K +$236K +6,005 New
WIA
919
World Investment Advisors
California
$229K
NAM
920
NTV Asset Management
West Virginia
$229K
AWAU
921
Alliance Wealth Advisors (Utah)
Utah
$228K +$31K +791 +15%
SLG
922
Stanley-Laman Group
Pennsylvania
$228K
KTC
923
Kistler-Tiffany Companies
Pennsylvania
$227K +$30K +764 +15%
WT
924
Washington Trust
Rhode Island
$227K
LSWM
925
Lorne Steinberg Wealth Management
Canada
$227K -$6.86K -175 -3%

ENB Hedge Fund Activity: Q1 2023 in Review

1,196 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q1 2023, worth a combined $39.9B — down 0.76% from $40.2B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new ENB positions and 79 closed out — a net gain of 11 holders — while 463 added to existing stakes and 433 trimmed.

The largest buyer was Bank of Nova Scotia, adding an estimated $428M. The largest seller was Goldman Sachs, cutting an estimated $555M.

  • 1,196 institutional investors held Enbridge (ENB) as of Q1 2023, down from 1,214 in Q4 2022.
  • Funds reported $39.9B of Enbridge stock for Q1 2023, down 0.76% quarter-over-quarter.
  • 90 funds opened new Enbridge positions in Q1 2023 and 79 closed out, a net change of +11 holders.
  • The largest Enbridge buyer in Q1 2023 was Bank of Nova Scotia, an estimated $428M added.
  • The largest Enbridge seller in Q1 2023 was Goldman Sachs, an estimated $555M sold.

Based on aggregated 13F filings for Q1 2023.