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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
Lido Advisors
926
Lido Advisors
California
$226K -$168K -4,272 -42%
APWM
927
Argonautica Private Wealth Management
Massachusetts
$225K -$21.7K -552 -9%
RBC
928
Roble Belko & Company
Pennsylvania
$225K
NFC
929
Northeast Financial Consultants
Connecticut
$225K
WCM
930
Whitener Capital Management
North Carolina
$225K
ACM
931
Ayrshire Capital Management
Connecticut
$224K +$3.22K +82 +1%
WFG
932
Wills Financial Group
Virginia
$224K
FCCM
933
First City Capital Management
Georgia
$224K +$221K +5,627 New
PWM
934
PBMares Wealth Management
Virginia
$224K
FIM
935
FWL Investment Management
Texas
$223K -$6.86K -175 -3%
HWA
936
Heritage Wealth Advisors
Virginia
$223K -$13.5K -344 -6%
DLCIG
937
D.L. Carlson Investment Group
New Hampshire
$223K -$131K -3,335 -36%
1IA
938
1620 Investment Advisors
Massachusetts
$222K +$7.81K +199 +4%
KCM
939
KRS Capital Management
Michigan
$220K +$17.7K +450 +8%
BFO
940
Biltmore Family Office
North Carolina
$220K +$226K +5,758 New
EWM
941
Endurance Wealth Management
Rhode Island
$219K +$36.4K +927 +19%
WPC
942
White Pine Capital
Minnesota
$218K +$10K +255 +5%
SOS
943
Silver Oak Securities
Tennessee
$217K +$2.39K +61 +1%
ZIM
944
Zacks Investment Management
Illinois
$216K +$222K +5,658 New
PCM
945
Pointe Capital Management
Michigan
$214K -$27.5K -700 -11%
LBC
946
Lowe Brockenbrough & Co
Virginia
$213K -$43.3K -1,104 -16%
SAM
947
Summit Asset Management
Tennessee
$211K +$9.77K +249 +5%
HCMT
948
Highland Capital Management (Tennessee)
Tennessee
$211K +$15.4K +393 +8%
STC
949
Sarah T. Connolly
$211K
CC
950
Courier Capital
New York
$210K -$30.8K -786 -12%

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.