We are live on ! Find out more
ENB icon

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
CA
951
Clearstead Advisors
Ohio
$179K +$99.9K +2,815 +112%
HIA
952
Harbor Investment Advisory
Maryland
$178K +$17.3K +488 +10%
TRCT
953
Tower Research Capital (TRC)
New York
$173K -$694K -19,542 -79%
WTA
954
Washington Trust Advisors
Massachusetts
$172K +$852 +24 +0.5%
CB
955
Centennial Bank
Arkansas
$172K +$2.48K +70 +1%
DSC
956
Duncker Streett & Co
Missouri
$172K -$65.2K -1,837 -26%
MFC
957
Mechanics Financial Corp
Ohio
$170K
SAG
958
Spotlight Asset Group
Illinois
$168K
DCBT
959
Dakota Community Bank & Trust
North Dakota
$161K -$2.84K -80 -2%
CWP
960
Concord Wealth Partners
Virginia
$158K -$2.52K -71 -1%
AF
961
Advisornet Financial
Minnesota
$154K -$26.9K -759 -14%
RFA
962
Resurgent Financial Advisors
Georgia
$149K +$3.37K +95 +2%
FFA
963
Farther Finance Advisors
California
$141K +$124K +3,485 +475%
CBT
964
CoreFirst Bank & Trust
Kansas
$140K -$5.61K -158 -4%
SO
965
STRS Ohio
Ohio
$133K
SC
966
SouthState Corp
Florida
$130K +$20.1K +565 +17%
VNA
967
Valley National Advisers
Pennsylvania
$121K -$710 -20 -0.5%
FHA
968
First Horizon Advisors
Tennessee
$120K +$1.56K +44 +1%
BONH
969
Bank of New Hampshire
New Hampshire
$120K
AW
970
Avion Wealth
Texas
$119K
OC
971
Oakworth Capital
Alabama
$110K
GI
972
Gradient Investments
Minnesota
$109K -$16.3K -459 -12%
TWM
973
Tradition Wealth Management
Minnesota
$99K
BAAM
974
Baker Avenue Asset Management
California
$97.7K +$84.5K +2,380 +423%
HL
975
HeadInvest LLC
Maine
$96.7K +$107K +3,022 New

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.