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Enbridge

1,195 hedge funds and large institutions have $37.7B invested in Enbridge in 2023 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 415 increasing their positions, 476 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 69

3% more funds holding in top 10

Funds holding in top 10: 3536 (+1)

0% less funds holding

Funds holding: 1,1961,195 (-1)

0.69% less ownership

Funds ownership: 50.39%49.7% (-0.69%)

6% less capital invested

Capital invested by funds: $39.9B → $37.7B (-$2.22B)

13% less repeat investments, than reductions

Existing positions increased: 415 | Existing positions reduced: 476

29% less call options, than puts

Call options by funds: $623M | Put options by funds: $871M

Holders
1,195
Holders Change
-1
Holders Change %
-0.08%
% of All Funds
18.76%
Holding in Top 10
36
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.86%
% of All Funds
0.57%
New
78
Increased
415
Reduced
476
Closed
69
Calls
$623M
Puts
$871M
Net Calls
-$248M
Net Calls Change
+$102M
Name Holding Trade Value Shares
Change
Change in
Stake
LFA
901
Legacy Financial Advisors
Kentucky
$233K -$8.96K -235 -4%
BTI
902
Blue Trust Inc
Georgia
$233K -$43.5K -1,142 -16%
PWP
903
Principle Wealth Partners
Connecticut
$232K
GIM
904
Groesbeck Investment Management
New Jersey
$231K -$64.7K -1,696 -21%
WAP
905
Wealthcare Advisory Partners
Pennsylvania
$230K
CICI
906
Capital Investment Counsel Inc
North Carolina
$229K
MIC
907
Meridian Investment Counsel
California
$226K
AIM
908
Achmea Investment Management
Netherlands
$226K +$61.5K +1,613 +36%
LMKC
909
L.M. Kohn & Company
Ohio
$225K +$231K +6,065 New
WSFS
910
Wilmington Savings Fund Society
Delaware
$225K
EFMC
911
Empire Financial Management Company
New York
$224K
CSI
912
Cross Staff Investments
New York
$224K -$10.5K -275 -4%
WCFA
913
Walkner Condon Financial Advisors
Wisconsin
$224K -$6.52K -171 -3%
WIA
914
World Investment Advisors
California
$223K
NAM
915
NTV Asset Management
West Virginia
$223K
KCM
916
KRS Capital Management
Michigan
$223K +$8.2K +215 +4%
SFC
917
Strategic Financial Concepts
Texas
$222K -$26.5K -695 -10%
CM
918
Castleark Management
Illinois
$222K -$74K -1,940 -25%
SLG
919
Stanley-Laman Group
Pennsylvania
$222K
VEA
920
Virtus ETF Advisers
New York
$221K -$58.6K -1,536 -21%
WT
921
Washington Trust
Rhode Island
$221K
VCM
922
Virtue Capital Management
Tennessee
$220K -$55.7K -1,462 -20%
DPI
923
Diversified Portfolios Inc
Michigan
$220K -$17.1K -448 -7%
FT
924
Fiduciary Trust
Massachusetts
$219K -$51.5K -1,352 -19%
NFC
925
Northeast Financial Consultants
Connecticut
$219K

ENB Hedge Fund Activity: Q2 2023 in Review

1,195 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q2 2023, worth a combined $37.7B — down 5.6% from $39.9B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new ENB positions and 69 closed out — a net gain of 9 holders — while 415 added to existing stakes and 476 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $353M. The largest seller was GQG Partners, cutting an estimated $1.82B.

  • 1,195 institutional investors held Enbridge (ENB) as of Q2 2023, down from 1,196 in Q1 2023.
  • Funds reported $37.7B of Enbridge stock for Q2 2023, down 5.6% quarter-over-quarter.
  • 78 funds opened new Enbridge positions in Q2 2023 and 69 closed out, a net change of +9 holders.
  • The largest Enbridge buyer in Q2 2023 was Royal Bank of Canada, an estimated $353M added.
  • The largest Enbridge seller in Q2 2023 was GQG Partners, an estimated $1.82B sold.

Based on aggregated 13F filings for Q2 2023.