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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
Walleye Trading
976
Walleye Trading
New York
$141K -$2.25M -66,633 -94%
VNA
977
Valley National Advisers
Pennsylvania
$136K +$5.29K +157 +4%
GI
978
Gradient Investments
Minnesota
$135K +$16.4K +485 +15%
SC
979
SouthState Corp
Florida
$133K -$7.75K -230 -6%
GM
980
GeoWealth Management
Illinois
$130K +$122K +3,605 New
OC
981
Oakworth Capital
Alabama
$116K -$2.6K -77 -2%
HT
982
Headlands Technologies
Illinois
$115K +$53K +1,573 +97%
CFB
983
Cullen/Frost Bankers
Texas
$115K -$532K -15,768 -83%
AW
984
Avion Wealth
Texas
$114K -$13K -385 -11%
CAS
985
Coppell Advisory Solutions
Texas
$114K +$85.3K +2,531 +400%
IBOK
986
Independence Bank of Kentucky
Kentucky
$108K +$44.6K +1,323 +79%
RBC
987
Roble Belko & Company
Pennsylvania
$106K -$99.3K -2,945 -50%
TWM
988
Tradition Wealth Management
Minnesota
$106K
IRC
989
Investors Research Corp
Georgia
$100K
MIP
990
Mondrian Investment Partners
United Kingdom
$98.9K
ACA
991
Atlas Capital Advisors
Wyoming
$97.3K +$23.6K +700 +35%
LC
992
Lindbrook Capital
California
$95.5K +$31.4K +931 +54%
SL
993
Salomon & Ludwin
Virginia
$95.1K
FGAM
994
Financial Gravity Asset Management
Texas
$93.4K +$14.9K +443 +50%
SAM
995
Smartleaf Asset Management
Massachusetts
$88.7K +$82.3K +2,441 New
IGWM
996
ICA Group Wealth Management
Colorado
$87.9K +$82.3K +2,441 New
CA
997
Clearstead Advisors
Ohio
$81.5K -$103K -3,068 -58%
CP
998
Castleview Partners
Texas
$81K +$7.28K +216 +11%
FCMT
999
Founders Capital Management (Texas)
Texas
$80K
FP
1000
Financial Perspectives
Minnesota
$79.6K

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.