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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
ADL
1026
Asset Dedication LLC
California
$56K +$37.4K +1,109 +241%
CWM
1027
Cranbrook Wealth Management
Michigan
$54.9K
NSIM
1028
North Star Investment Management
Illinois
$54.7K +$10.1K +300 +25%
HGA
1029
Hobbs Group Advisors
South Carolina
$51.8K +$48.5K +1,439 New
HC
1030
Hoese & Co
Minnesota
$51.2K
WB
1031
Webster Bank
Connecticut
$50.6K +$7.59K +225 +19%
SWM
1032
Sugarloaf Wealth Management
Georgia
$50.1K +$7.49K +222 +19%
MCM
1033
Manchester Capital Management
Vermont
$49.5K +$1.42K +42 +3%
GG
1034
Gleason Group
Kentucky
$48.6K +$708 +21 +2%
JGIA
1035
Jackson Grant Investment Advisers
Connecticut
$48.3K
SN
1036
Sittner & Nelson
Oregon
$47.8K
KFS
1037
Kelly Financial Services
Massachusetts
$47.7K +$742 +22 +2%
PCA
1038
Providence Capital Advisors
North Carolina
$45.6K +$11.8K +350 +38%
CHA
1039
Carmichael Hill & Associates
Maryland
$45.6K
BAM
1040
Byrne Asset Management
New Jersey
$45.4K -$10.1K -300 -19%
RDFA
1041
Ritter Daniher Financial Advisory
Ohio
$45K
CWM
1042
Cedar Wealth Management
California
$44.6K
DJSG
1043
D.J. St. Germain
Massachusetts
$44.4K -$1.92K -57 -4%
GWS
1044
Glassman Wealth Services
Virginia
$43.7K +$6.71K +199 +20%
CT
1045
Cambridge Trust
Massachusetts
$43.5K -$910 -27 -2%
MTIC
1046
Missouri Trust & Investment Company
Missouri
$43.2K +$40.5K +1,200 New
TH
1047
TCTC Holdings
Texas
$42.3K +$2.97K +88 +8%
GCM
1048
Gables Capital Management
Florida
$41.9K
SC
1049
Stephens Consulting
Michigan
$41.8K
RA
1050
Rational Advisors
New York
$40.8K

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.