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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
AMM
951
American Money Management
California
$203K
BIC
952
Beach Investment Counsel
Pennsylvania
$203K
AL
953
Aspiriant LLC
California
$202K
PCIA
954
Prime Capital Investment Advisors
Kansas
$201K +$206K +5,412 New
NL
955
NWAM LLC
Washington
$200K +$206K +5,396 New
AAA
956
Adams Asset Advisors
Texas
$200K
AF
957
Advisornet Financial
Minnesota
$199K +$343 +9 +0.2%
MA
958
Montag & Associates
Georgia
$199K
FCAG
959
First Capital Advisors Group
New Jersey
$198K
EWM
960
Endurance Wealth Management
Rhode Island
$196K -$18.1K -476 -8%
PP
961
PDS Planning
Ohio
$192K +$7.85K +206 +4%
MFC
962
Mechanics Financial Corp
Ohio
$190K
WTA
963
Washington Trust Advisors
Massachusetts
$190K
CB
964
Centennial Bank
Arkansas
$190K -$192K -5,047 -50%
SAG
965
Spotlight Asset Group
Illinois
$188K +$193K +5,065 New
DCBT
966
Dakota Community Bank & Trust
North Dakota
$183K -$191 -5 -0.1%
HIA
967
Harbor Investment Advisory
Maryland
$181K +$1.87K +49 +1%
CWP
968
Concord Wealth Partners
Virginia
$180K +$14.5K +380 +9%
LFG
969
Larson Financial Group
Missouri
$173K
CAL
970
Capital Analysts LLC
Pennsylvania
$172K +$15K +393 +9%
BAM
971
Bosun Asset Management
Illinois
$172K +$176K +4,625 New
RFA
972
Resurgent Financial Advisors
Georgia
$164K -$16.3K -428 -9%
CBT
973
CoreFirst Bank & Trust
Kansas
$163K +$15.2K +400 +10%
VCM
974
Vigilant Capital Management
Maine
$155K +$136K +3,565 +594%
FBC
975
Fairfield, Bush & Co
Connecticut
$154K +$158K +4,137 New

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.