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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
AMM
951
American Money Management
California
$209K
BIC
952
Beach Investment Counsel
Pennsylvania
$208K
AL
953
Aspiriant LLC
California
$207K
GIA
954
Guyasuta Investment Advisors
Pennsylvania
$207K
AAA
955
Adams Asset Advisors
Texas
$206K -$411K -10,467 -66%
VCP
956
Verus Capital Partners
Arizona
$206K
AF
957
Advisornet Financial
Minnesota
$204K -$3.73K -95 -2%
MA
958
Montag & Associates
Georgia
$204K
SIA
959
SkyView Investment Advisors
New Jersey
$203K
FCAG
960
First Capital Advisors Group
New Jersey
$203K
BC
961
Burney Company
Virginia
$201K -$9.65K -246 -4%
AWA
962
Arkadios Wealth Advisors
Georgia
$200K +$206K +5,246 New
QIM
963
Quantitative Investment Management
Virginia
$200K +$206K +5,247 New
EWA
964
EverSource Wealth Advisors
Alabama
$199K
IGWM
965
ICA Group Wealth Management
Colorado
$196K +$26.4K +674 +15%
MFC
966
Mechanics Financial Corp
Ohio
$195K
WTA
967
Washington Trust Advisors
Massachusetts
$195K
PP
968
PDS Planning
Ohio
$189K -$1.18K -30 -0.6%
DCBT
969
Dakota Community Bank & Trust
North Dakota
$188K +$588 +15 +0.3%
RFA
970
Resurgent Financial Advisors
Georgia
$184K -$125K -3,179 -40%
HIA
971
Harbor Investment Advisory
Maryland
$183K +$2.67K +68 +1%
LFG
972
Larson Financial Group
Missouri
$177K -$8K -204 -4%
CWP
973
Concord Wealth Partners
Virginia
$170K -$124K -3,156 -41%
AIM
974
Achmea Investment Management
Netherlands
$169K +$43K +1,096 +33%
CAL
975
Capital Analysts LLC
Pennsylvania
$161K +$8.16K +208 +5%

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.