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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
KFI
1026
Key Financial Inc
Pennsylvania
$63.3K
MHR
1027
Matthew Hamilton Rosenberg
$62.5K -$13.4K -341 -17%
PMFA
1028
Plante Moran Financial Advisors
Michigan
$61.6K
FDCC
1029
Foster Dykema Cabot & Co
Massachusetts
$61K +$62.4K +1,591 New
BWA
1030
BDO Wealth Advisors
Florida
$60.2K +$36.9K +940 +147%
RG
1031
Retirement Group
California
$59K
GWS
1032
Glassman Wealth Services
Virginia
$58.5K -$1.8K -46 -3%
SN
1033
Sittner & Nelson
Oregon
$58.4K
CWM
1034
Cranbrook Wealth Management
Michigan
$58.2K +$11.6K +295 +24%
BWAM
1035
Boyd Watterson Asset Management
Ohio
$57.8K -$25.5K -650 -30%
JFGIW
1036
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$56.7K +$31.4K +801 +116%
KA
1037
Kozak & Associates
Colorado
$56.3K
HC
1038
Hoese & Co
Minnesota
$55.1K
CNBTD
1039
Citizens National Bank Trust Department
Mississippi
$54.8K
RI
1040
Ridgewood Investments
New Jersey
$54.7K +$56.2K +1,433 New
CFD
1041
Creative Financial Designs
Indiana
$52.6K -$42.6K -1,085 -44%
BWM
1042
BerganKDV Wealth Management
Minnesota
$51.9K +$549 +14 +1%
HS
1043
Horan Securities
United States
$51.8K +$471 +12 +0.9%
JGIA
1044
Jackson Grant Investment Advisers
Connecticut
$50.8K
NMG
1045
New Millennium Group
Utah
$50.6K -$13.9K -355 -21%
GG
1046
Gleason Group
Kentucky
$49.1K +$745 +19 +1%
CHA
1047
Carmichael Hill & Associates
Maryland
$48.3K
KFS
1048
Kelly Financial Services
Massachusetts
$48.1K +$745 +19 +2%
RDFA
1049
Ritter Daniher Financial Advisory
Ohio
$47.6K
CWM
1050
Cedar Wealth Management
California
$47.2K

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.