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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
CBT
1001
Central Bank & Trust
Kentucky
$79.4K +$74.3K +2,204 New
HBW
1002
Hazlett, Burt & Watson
West Virginia
$79K -$8.94K -265 -11%
ATC
1003
Adirondack Trust Company
New York
$79K -$16.5K -490 -18%
CCM
1004
Chilton Capital Management
Texas
$78.2K -$6.14K -182 -8%
CWP
1005
Concord Wealth Partners
Virginia
$77.8K -$87.9K -2,608 -55%
PCWA
1006
Pacific Capital Wealth Advisors
California
$77.4K +$72.4K +2,148 New
MCM
1007
MV Capital Management
Maryland
$75.6K
AIM
1008
Arcadia Investment Management
Michigan
$72K
BFS
1009
Burkett Financial Services
South Carolina
$70.1K +$65.6K +1,946 New
PCMC
1010
Planning Capital Management Corporation
Pennsylvania
$69.6K +$65.2K +1,933 New
EBA
1011
Eagle Bay Advisors
New York
$66.2K
ECM
1012
Estabrook Capital Management
New York
$66.1K -$3.3K -98 -5%
FWA
1013
FSC Wealth Advisors
New York
$65.3K +$1.58K +47 +3%
ASBI
1014
American State Bank (Iowa)
Iowa
$65.2K
AF
1015
Arrow Financial
New York
$64.8K
ST
1016
Smithfield Trust
Pennsylvania
$64K
LTI
1017
Laffer Tengler Investments
Tennessee
$63.5K -$236 -7 -0.4%
VAMG
1018
Voisard Asset Management Group
Michigan
$62.5K +$58.5K +1,735 New
LCM
1019
Logan Capital Management
Pennsylvania
$61.3K
ODG
1020
O'Dell Group
Ohio
$60.3K +$56.5K +1,675 New
KFI
1021
Key Financial Inc
Pennsylvania
$60.1K
RA
1022
Rise Advisors
New York
$59K +$37.6K +1,114 +213%
RG
1023
Retirement Group
California
$57.7K +$2.23K +66 +4%
ITIM
1024
Indiana Trust & Investment Management
Indiana
$56.8K
AWM
1025
Avior Wealth Management
Nebraska
$56.1K +$17.7K +525 +51%

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.