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Enbridge

1,195 hedge funds and large institutions have $37.7B invested in Enbridge in 2023 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 415 increasing their positions, 476 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 69

3% more funds holding in top 10

Funds holding in top 10: 3536 (+1)

0% less funds holding

Funds holding: 1,1961,195 (-1)

0.69% less ownership

Funds ownership: 50.39%49.7% (-0.69%)

6% less capital invested

Capital invested by funds: $39.9B → $37.7B (-$2.22B)

13% less repeat investments, than reductions

Existing positions increased: 415 | Existing positions reduced: 476

29% less call options, than puts

Call options by funds: $623M | Put options by funds: $871M

Holders
1,195
Holders Change
-1
Holders Change %
-0.08%
% of All Funds
18.76%
Holding in Top 10
36
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.86%
% of All Funds
0.57%
New
78
Increased
415
Reduced
476
Closed
69
Calls
$623M
Puts
$871M
Net Calls
-$248M
Net Calls Change
+$102M
Name Holding Trade Value Shares
Change
Change in
Stake
ODG
1026
O'Dell Group
Ohio
$62.2K +$63.9K +1,675 New
PMFA
1027
Plante Moran Financial Advisors
Michigan
$60K
BWA
1028
BDO Wealth Advisors
Florida
$58.7K
CT
1029
Caldwell Trust
Florida
$57.1K -$30.7K -806 -34%
RG
1030
Retirement Group
California
$57K
CWM
1031
Cranbrook Wealth Management
Michigan
$56.7K
BWAM
1032
Boyd Watterson Asset Management
Ohio
$56.2K
CSWM
1033
Cassady Schiller Wealth Management
Ohio
$55.7K +$27.8K +728 +94%
PPWM
1034
PFG Private Wealth Management
Florida
$55.2K +$39.8K +1,044 +237%
KA
1035
Kozak & Associates
Colorado
$55K
BCMLT
1036
Beacon Capital Management LLC (Tennessee)
Tennessee
$55K +$10.3K +269 +22%
PG
1037
Prostatis Group
Maryland
$54.6K +$1.27M +33,236 New
HC
1038
Hoese & Co
Minnesota
$54.6K
SN
1039
Sittner & Nelson
Oregon
$53.5K -$3.51K -92 -6%
RI
1040
Ridgewood Investments
New Jersey
$53.3K +$76 +2 +0.1%
BWM
1041
BerganKDV Wealth Management
Minnesota
$51.1K +$572 +15 +1%
IBOK
1042
Independence Bank of Kentucky
Kentucky
$49.9K +$9.8K +257 +24%
JGIA
1043
Jackson Grant Investment Advisers
Connecticut
$49.7K
GG
1044
Gleason Group
Kentucky
$48.6K +$724 +19 +1%
KFS
1045
Kelly Financial Services
Massachusetts
$47.6K +$762 +20 +2%
HS
1046
Horan Securities
United States
$47.5K -$3.01K -79 -6%
CHA
1047
Carmichael Hill & Associates
Maryland
$47K
RDFA
1048
Ritter Daniher Financial Advisory
Ohio
$46.4K
CWM
1049
Cedar Wealth Management
California
$46K
NSIM
1050
North Star Investment Management
Illinois
$45.3K

ENB Hedge Fund Activity: Q2 2023 in Review

1,195 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q2 2023, worth a combined $37.7B — down 5.6% from $39.9B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new ENB positions and 69 closed out — a net gain of 9 holders — while 415 added to existing stakes and 476 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $353M. The largest seller was GQG Partners, cutting an estimated $1.82B.

  • 1,195 institutional investors held Enbridge (ENB) as of Q2 2023, down from 1,196 in Q1 2023.
  • Funds reported $37.7B of Enbridge stock for Q2 2023, down 5.6% quarter-over-quarter.
  • 78 funds opened new Enbridge positions in Q2 2023 and 69 closed out, a net change of +9 holders.
  • The largest Enbridge buyer in Q2 2023 was Royal Bank of Canada, an estimated $353M added.
  • The largest Enbridge seller in Q2 2023 was GQG Partners, an estimated $1.82B sold.

Based on aggregated 13F filings for Q2 2023.