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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
RBC
926
Roble Belko & Company
Pennsylvania
$219K
WCM
927
Whitener Capital Management
North Carolina
$219K
WQ
928
Wealth Quarterback
New Jersey
$218K -$21.7K -568 -9%
PWM
929
PBMares Wealth Management
Virginia
$218K
HWA
930
Heritage Wealth Advisors
Virginia
$217K
AWA
931
Arkadios Wealth Advisors
Georgia
$217K +$22.9K +601 +11%
WFG
932
Wills Financial Group
Virginia
$217K -$839 -22 -0.4%
CA
933
CoreCap Advisors
Michigan
$217K +$223K +5,841 New
SP
934
Successful Portfolios
Florida
$216K -$24.8K -650 -10%
FNBT
935
FineMark National Bank & Trust
Florida
$216K -$15.3K -401 -6%
BC
936
Burney Company
Virginia
$215K +$20K +524 +10%
KTC
937
Kistler-Tiffany Companies
Pennsylvania
$214K -$7.74K -203 -3%
1IA
938
1620 Investment Advisors
Massachusetts
$214K -$1.87K -49 -0.8%
FPAS
939
Focus Partners Advisor Solutions
Missouri
$213K +$219K +5,746 New
CW
940
CreativeOne Wealth
Kansas
$213K -$23.8K -624 -10%
CIC
941
Chilton Investment Company
Connecticut
$211K +$217K +5,684 New
DLCIG
942
D.L. Carlson Investment Group
New Hampshire
$211K -$6.4K -168 -3%
FWP
943
FAS Wealth Partners
Kansas
$210K -$16.8K -440 -7%
PCM
944
Pointe Capital Management
Michigan
$209K
LBC
945
Lowe Brockenbrough & Co
Virginia
$208K
ZIM
946
Zacks Investment Management
Illinois
$207K -$3.74K -98 -2%
BFO
947
Biltmore Family Office
North Carolina
$206K -$8.58K -225 -4%
SAM
948
Summit Asset Management
Tennessee
$205K
STC
949
Sarah T. Connolly
$205K
FOA
950
Five Oceans Advisors
California
$204K -$24.4K -640 -10%

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.