We are live on ! Find out more
ENB icon

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
Verition Fund Management
901
Verition Fund Management
Connecticut
$223K
HBWM
902
Hollow Brook Wealth Management
New York
$222K
PIA
903
Powell Investment Advisors
Florida
$221K
VCM
904
Virtue Capital Management
Tennessee
$220K
CP
905
Camelot Portfolios
Ohio
$220K -$13.3K -374 -5%
EFSCE
906
Enterprise Financial Services Corp (EFSC)
Missouri
$219K +$4.47K +126 +2%
BC
907
Burney Company
Virginia
$219K +$26.7K +751 +13%
WIA
908
World Investment Advisors
California
$218K +$17.7K +500 +8%
NB
909
NBT Bank
New York
$218K +$233K +6,558 New
EWM
910
Executive Wealth Management
Michigan
$217K -$8.34K -235 -4%
Lido Advisors
911
Lido Advisors
California
$217K -$23K -648 -9%
SW
912
SVB Wealth
Massachusetts
$217K -$89.9K -2,533 -28%
GIS
913
Grayhawk Investment Strategies
Alberta, Canada
$216K
QCM
914
Quantinno Capital Management
New York
$216K +$230K +6,483 New
W
915
Wealthquest
Ohio
$216K
PFA
916
Pettinga Financial Advisors
Indiana
$216K +$229K +6,438 New
PWP
917
Phillips Wealth Planners
Mississippi
$216K +$177 +5 +0.1%
CGL
918
Clarius Group LLC
Washington
$215K -$67.9K -1,914 -23%
PSFG
919
Prairie Sky Financial Group
Illinois
$214K +$2.45K +69 +1%
SGCA
920
Steel Grove Capital Advisors
Tennessee
$212K
CH
921
Canton Hathaway
Rhode Island
$212K
WWMSC
922
Wagner Wealth Management (South Carolina)
South Carolina
$212K -$21.5K -606 -9%
BAM
923
Brave Asset Management
New Jersey
$210K -$8.23K -232 -4%
BAM
924
Belpointe Asset Management
Nevada
$209K
FCA
925
Fortis Capital Advisors
Kansas
$209K

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.