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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
CT
1001
Caldwell Trust
Florida
$89.4K -$34.8K -888 -27%
CP
1002
Castleview Partners
Texas
$87.7K -$4.12K -105 -4%
AWM
1003
Accel Wealth Management
Iowa
$86.8K +$745 +19 +0.8%
FCMT
1004
Founders Capital Management (Texas)
Texas
$85K
FP
1005
Financial Perspectives
Minnesota
$84.3K
Credit Agricole
1006
Credit Agricole
France
$83.9K
BAM
1007
Byrne Asset Management
New Jersey
$81K
CB
1008
Community Bank
New York
$80.1K
SIM
1009
Studio Investment Management
Illinois
$76.6K +$63.2K +1,611 +406%
JMF
1010
Johnson Midwest Financial
Iowa
$76.5K +$196 +5 +0.3%
AIM
1011
Arcadia Investment Management
Michigan
$76.3K
WAM
1012
Worth Asset Management
Texas
$76.3K
ST
1013
Smithfield Trust
Pennsylvania
$75K +$22K +560 +40%
ECM
1014
Estabrook Capital Management
New York
$74.8K -$88.1K -2,247 -53%
JWA
1015
JFS Wealth Advisors
Pennsylvania
$74.4K +$863 +22 +1%
CA
1016
Clearstead Advisors
Ohio
$74K -$77.1K -1,965 -50%
HCP
1017
Hexagon Capital Partners
Arkansas
$73.2K -$12.8K -326 -15%
EBA
1018
Eagle Bay Advisors
New York
$70.1K -$6.59K -168 -8%
MIP
1019
Mondrian Investment Partners
United Kingdom
$69.9K +$13.7K +350 +24%
ASBI
1020
American State Bank (Iowa)
Iowa
$69.1K -$9.81K -250 -12%
AF
1021
Arrow Financial
New York
$68.7K +$3.92K +100 +6%
NIC
1022
Northwest Investment Counselors
Oregon
$66.4K -$8.63K -220 -11%
JWM
1023
Janiczek Wealth Management
Colorado
$65.4K -$2.39K -61 -4%
LCM
1024
Logan Capital Management
Pennsylvania
$64.9K
VCM
1025
Versant Capital Management
Arizona
$64.1K +$16.1K +410 +32%

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.