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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
CICI
926
Capital Investment Counsel Inc
North Carolina
$208K +$2.66K +75 +1%
PWP
927
Principle Wealth Partners
Connecticut
$208K
GIM
928
Groesbeck Investment Management
New Jersey
$207K
WSFS
929
Wilmington Savings Fund Society
Delaware
$207K +$5.68K +160 +3%
LSWM
930
Lorne Steinberg Wealth Management
Canada
$207K -$7.42K -209 -3%
Vontobel Holding
931
Vontobel Holding
Switzerland
$205K -$12.1K -340 -5%
MIC
932
Meridian Investment Counsel
California
$204K
NERM
933
New England Research & Management
Illinois
$203K -$56.8K -1,600 -21%
HWM
934
HB Wealth Management
Georgia
$203K -$51.1K -1,439 -19%
WAP
935
Wealthcare Advisory Partners
Pennsylvania
$203K -$3.51K -99 -2%
SP
936
Successful Portfolios
Florida
$202K +$9.26K +261 +4%
PCIA
937
Prime Capital Investment Advisors
Kansas
$202K +$23K +647 +12%
EFS
938
Essex Financial Services
Connecticut
$201K +$215K +6,068 New
VT
939
Vise Technologies
New York
$201K -$65.4K -1,842 -23%
NAM
940
NTV Asset Management
West Virginia
$201K
EFMC
941
Empire Financial Management Company
New York
$201K
SLG
942
Stanley-Laman Group
Pennsylvania
$200K
VAS
943
Vestmark Advisory Solutions
Massachusetts
$200K -$1.87M -52,600 -90%
RBC
944
Roble Belko & Company
Pennsylvania
$198K
WT
945
Washington Trust
Rhode Island
$197K
HWA
946
Heritage Wealth Advisors
Virginia
$194K
LFG
947
Larson Financial Group
Missouri
$189K +$35.4K +997 +21%
VEA
948
Virtus ETF Advisers
New York
$180K -$19K -535 -9%
MA
949
Montag & Associates
Georgia
$179K
CAL
950
Capital Analysts LLC
Pennsylvania
$179K +$27.5K +774 +17%

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.