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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
AF
1001
Arrow Financial
New York
$59.7K
ST
1002
Smithfield Trust
Pennsylvania
$59K
LTI
1003
Laffer Tengler Investments
Tennessee
$58.8K -$54.3K -1,529 -46%
FWA
1004
FSC Wealth Advisors
New York
$58.7K +$27.2K +765 +76%
LC
1005
Lindbrook Capital
California
$57.1K -$887K -25,004 -94%
PMFA
1006
Plante Moran Financial Advisors
Michigan
$56.8K +$2.8K +79 +5%
LCM
1007
Logan Capital Management
Pennsylvania
$56.5K
IBOK
1008
Independence Bank of Kentucky
Kentucky
$55.8K +$12K +339 +25%
KFI
1009
Key Financial Inc
Pennsylvania
$55.4K -$11K -311 -16%
BCMLT
1010
Beacon Capital Management LLC (Tennessee)
Tennessee
$55K
HT
1011
Headlands Technologies
Illinois
$53.7K +$57.4K +1,617 New
ACM
1012
Antonetti Capital Management
Florida
$53.2K -$3.55K -100 -6%
ITIM
1013
Indiana Trust & Investment Management
Indiana
$52.3K +$56K +1,577 New
RG
1014
Retirement Group
California
$51.5K
BAM
1015
Byrne Asset Management
New Jersey
$51K -$20.4K -575 -27%
CWM
1016
Cranbrook Wealth Management
Michigan
$50.6K
HC
1017
Hoese & Co
Minnesota
$48.7K
FIM
1018
FWL Investment Management
Texas
$48.6K +$51.5K +1,450 New
KA
1019
Kozak & Associates
Colorado
$46.9K
MCM
1020
Manchester Capital Management
Vermont
$44.6K +$32.3K +910 +216%
JGIA
1021
Jackson Grant Investment Advisers
Connecticut
$44.5K
SN
1022
Sittner & Nelson
Oregon
$44.3K -$4.12K -116 -8%
GG
1023
Gleason Group
Kentucky
$44.1K +$745 +21 +2%
DJSG
1024
D.J. St. Germain
Massachusetts
$43.3K +$17.4K +491 +61%
KFS
1025
Kelly Financial Services
Massachusetts
$43.2K +$745 +21 +2%

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.