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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
NSIM
1051
North Star Investment Management
Illinois
$46.5K
RA
1052
Rational Advisors
New York
$46.5K +$1.76K +45 +4%
BCMLT
1053
Beacon Capital Management LLC (Tennessee)
Tennessee
$46.2K +$1.18K +30 +3%
WB
1054
Webster Bank
Connecticut
$45K
SWM
1055
Sugarloaf Wealth Management
Georgia
$44.6K
GCM
1056
Gables Capital Management
Florida
$44.4K -$13.5K -344 -23%
SC
1057
Stephens Consulting
Michigan
$44.3K
PA
1058
PSI Advisors
Florida
$43.5K +$21.2K +540 +90%
PFBT
1059
Parkside Financial Bank & Trust
Missouri
$43.3K +$6.28K +160 +16%
OLVIG
1060
Oliver Lagore Vanvalin Investment Group
Michigan
$43.1K
WIM
1061
WealthPlan Investment Management
Nebraska
$42.5K +$43.7K +1,113 New
ACM
1062
Antonetti Capital Management
Florida
$41.5K +$15.7K +400 +58%
IBOK
1063
Independence Bank of Kentucky
Kentucky
$41.4K -$15.9K -406 -27%
IRAG
1064
Investment Research & Advisory Group
Georgia
$39.9K -$29K -740 -41%
CTB
1065
Country Trust Bank
Illinois
$39.8K
IAIM
1066
Industrial Alliance Investment Management
Quebec, Canada
$39K +$14.1K +360 +55%
FWA
1067
FSC Wealth Advisors
New York
$38.2K +$4.12K +105 +12%
MIM
1068
Manitou Investment Management
Ontario, Canada
$38.1K -$11.4M -290,450 -100%
EDRH
1069
Edmond de Rothschild Holding
Switzerland
$37.5K
AAP
1070
Arax Advisory Partners
Colorado
$36.9K +$4.79K +122 +14%
CT
1071
Clearstead Trust
Maine
$36.4K +$471 +12 +1%
CT
1072
Cambridge Trust
Massachusetts
$35.2K
PCA
1073
Providence Capital Advisors
North Carolina
$34.9K
HCM
1074
Hollencrest Capital Management
California
$34.6K
WWP
1075
WR Wealth Planners
Missouri
$34.3K +$32K +815 +982%

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.