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Enbridge

1,197 hedge funds and large institutions have $38.7B invested in Enbridge in 2023 Q4 according to their latest regulatory filings, with 147 funds opening new positions, 383 increasing their positions, 485 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 147 | Existing positions closed: 98

7% more capital invested

Capital invested by funds: $36.2B → $38.7B (+$2.41B)

3% more funds holding

Funds holding: 1,1651,197 (+32)

1.17% less ownership

Funds ownership: 51.43%50.26% (-1.2%)

10% less funds holding in top 10

Funds holding in top 10: 3935 (-4)

17% less call options, than puts

Call options by funds: $550M | Put options by funds: $659M

21% less repeat investments, than reductions

Existing positions increased: 383 | Existing positions reduced: 485

Holders
1,197
Holders Change
+32
Holders Change %
+2.75%
% of All Funds
17.45%
Holding in Top 10
35
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.26%
% of All Funds
0.51%
New
147
Increased
383
Reduced
485
Closed
98
Calls
$550M
Puts
$659M
Net Calls
-$109M
Net Calls Change
+$200M
Name Holding Trade Value Shares
Change
Change in
Stake
AIA
901
Arbor Investment Advisors
North Carolina
$236K -$82.4K -2,445 -27%
BC
902
Burney Company
Virginia
$236K
WWMSC
903
Wagner Wealth Management (South Carolina)
South Carolina
$234K +$5.77K +171 +3%
ICG
904
InterOcean Capital Group
Tennessee
$233K +$218K +6,475 New
PWP
905
Principle Wealth Partners
Connecticut
$233K +$7.08K +210 +3%
LFG
906
Larson Financial Group
Missouri
$232K +$27K +800 +14%
W
907
Wealthquest
Ohio
$232K
BAM
908
Brave Asset Management
New Jersey
$232K +$3.37K +100 +2%
CH
909
Canton Hathaway
Rhode Island
$231K
LWL
910
Leo Wealth LLC
Texas
$228K +$213K +6,325 New
BAM
911
Belpointe Asset Management
Nevada
$227K
FCA
912
Fortis Capital Advisors
Kansas
$227K
PAG
913
Powers Advisory Group
Illinois
$227K -$21.4K -635 -9%
SP
914
Successful Portfolios
Florida
$225K +$5.56K +165 +3%
Lido Advisors
915
Lido Advisors
California
$225K -$9.88K -293 -4%
WCFA
916
Walkner Condon Financial Advisors
Wisconsin
$222K +$208K +6,167 New
Vontobel Holding
917
Vontobel Holding
Switzerland
$222K
SFG
918
Sovereign Financial Group
Connecticut
$222K +$208K +6,163 New
NAMNJ
919
NorthStar Asset Management (New Jersey)
New Jersey
$221K +$207K +6,144 New
NERM
920
New England Research & Management
Illinois
$221K
GGA
921
Granite Group Advisors
Connecticut
$220K +$206K +6,119 New
SOS
922
Silver Oak Securities
Tennessee
$220K +$206K +6,118 New
CW
923
CreativeOne Wealth
Kansas
$220K +$206K +6,108 New
MIC
924
Meridian Investment Counsel
California
$219K
PP
925
Prudential plc
United Kingdom
$219K -$303K -8,984 -60%

ENB Hedge Fund Activity: Q4 2023 in Review

1,197 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q4 2023, worth a combined $38.7B — up 6.6% from $36.2B a quarter earlier.

Buyers outnumbered sellers: 147 funds opened new ENB positions and 98 closed out — a net gain of 49 holders — while 383 added to existing stakes and 485 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $306M. The largest seller was Bank of Montreal, cutting an estimated $412M.

  • 1,197 institutional investors held Enbridge (ENB) as of Q4 2023, up from 1,165 in Q3 2023.
  • Funds reported $38.7B of Enbridge stock for Q4 2023, up 6.6% quarter-over-quarter.
  • 147 funds opened new Enbridge positions in Q4 2023 and 98 closed out, a net change of +49 holders.
  • The largest Enbridge buyer in Q4 2023 was Morgan Stanley, an estimated $306M added.
  • The largest Enbridge seller in Q4 2023 was Bank of Montreal, an estimated $412M sold.

Based on aggregated 13F filings for Q4 2023.