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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
VCP
926
Verus Capital Partners
Arizona
$219K +$205K +6,074 New
FSA
927
Franklin Street Advisors
North Carolina
$218K -$31.8K -944 -13%
PSFG
928
Prairie Sky Financial Group
Illinois
$218K -$13.3K -395 -6%
EFMC
929
Empire Financial Management Company
New York
$218K
JIP
930
Jaffetilchin Investment Partners
Florida
$217K +$203K +6,029 New
VAS
931
Vestmark Advisory Solutions
Massachusetts
$217K
FT
932
Fiduciary Trust
Massachusetts
$217K +$203K +6,023 New
WPC
933
Wedmont Private Capital
Pennsylvania
$217K +$196K +5,827 New
DPI
934
Diversified Portfolios Inc
Michigan
$215K +$201K +5,975 New
SLG
935
Stanley-Laman Group
Pennsylvania
$215K
WPW
936
Waldron Private Wealth
Pennsylvania
$214K +$201K +5,953 New
WT
937
Washington Trust
Rhode Island
$214K
VEA
938
Virtus ETF Advisers
New York
$213K +$16.9K +502 +9%
NFC
939
Northeast Financial Consultants
Connecticut
$212K +$199K +5,896 New
WCM
940
Whitener Capital Management
North Carolina
$212K +$199K +5,887 New
VA
941
Valmark Advisers
Ohio
$212K -$41.8K -1,240 -17%
SFO
942
Stokes Family Office
Louisiana
$211K -$50.5K -1,499 -20%
CCM
943
Cullen Capital Management
New York
$210K -$54.2K -1,606 -22%
HW
944
Hancock Whitney
Mississippi
$210K +$196K +5,818 New
MFC
945
Mechanics Financial Corp
Ohio
$208K +$22.6K +670 +13%
LMKC
946
L.M. Kohn & Company
Ohio
$208K +$194K +5,765 New
BTI
947
Blue Trust Inc
Georgia
$207K -$1.52K -45 -0.7%
ACI
948
Alpha Cubed Investments
California
$206K +$193K +5,732 New
WA
949
Waverly Advisors
Alabama
$206K -$62.2K -1,846 -24%
AIA
950
Angeles Investment Advisors
California
$206K +$192K +5,707 New

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.