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Enbridge

1,165 hedge funds and large institutions have $36.2B invested in Enbridge in 2023 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 483 increasing their positions, 404 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 483 | Existing positions reduced: 404

8% more funds holding in top 10

Funds holding in top 10: 3639 (+3)

1.74% more ownership

Funds ownership: 49.7%51.43% (+1.7%)

4% less capital invested

Capital invested by funds: $37.7B → $36.2B (-$1.44B)

3% less funds holding

Funds holding: 1,1951,165 (-30)

11% less first-time investments, than exits

New positions opened: 81 | Existing positions closed: 91

42% less call options, than puts

Call options by funds: $422M | Put options by funds: $731M

Holders
1,165
Holders Change
-30
Holders Change %
-2.51%
% of All Funds
18.49%
Holding in Top 10
39
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.33%
% of All Funds
0.62%
New
81
Increased
483
Reduced
404
Closed
91
Calls
$422M
Puts
$731M
Net Calls
-$309M
Net Calls Change
-$60.6M
Name Holding Trade Value Shares
Change
Change in
Stake
PP
1051
PFS Partners
New Jersey
$32.2K +$9.48K +267 +38%
QPBE
1052
Quintet Private Bank (Europe)
Luxembourg
$31K +$142 +4 +0.4%
PCA
1053
Providence Capital Advisors
North Carolina
$30.4K
EARNEST Partners
1054
EARNEST Partners
Georgia
$29.6K
BHWM
1055
Beaird Harris Wealth Management
Texas
$29.1K
POIA
1056
Pin Oak Investment Advisors
Texas
$29K +$8.87K +250 +41%
PSB
1057
Piscataqua Savings Bank
New Hampshire
$27.9K
CFD
1058
Creative Financial Designs
Indiana
$27.7K -$7.45K -210 -20%
AAP
1059
Arax Advisory Partners
Colorado
$27.6K -$5.89K -166 -17%
CFFP
1060
Center for Financial Planning
Michigan
$27.5K
BC
1061
Barrett & Company
Rhode Island
$26.9K +$6.28K +177 +28%
MSFP
1062
Mark Sheptoff Financial Planning
Connecticut
$26.6K -$10.6K -300 -27%
ICM
1063
Islay Capital Management
Texas
$26.1K
CSWM
1064
Cassady Schiller Wealth Management
Ohio
$25.9K -$25.8K -728 -49%
SAM
1065
S.A. Mason
Michigan
$25K -$1.99K -56 -7%
CAS
1066
Coppell Advisory Solutions
Texas
$24.7K -$2.09K -59 -9%
SFG
1067
Steward Financial Group
Texas
$24K
RWPA
1068
Richard W. Paul & Associates
Michigan
$23.9K -$2.45K -69 -9%
WIM
1069
Westside Investment Management
California
$23.8K
MHR
1070
Matthew Hamilton Rosenberg
$23.5K +$5.68K +160 +30%
WOSD
1071
WFA of San Diego
California
$23.2K -$3.16K -89 -11%
WWP
1072
WR Wealth Planners
Missouri
$23.2K -$7.17K -202 -23%
TSWM
1073
Tyler-Stone Wealth Management
Ohio
$23K
NSG
1074
Nalls Sherbakoff Group
Tennessee
$22.3K -$3.44K -97 -13%
NFSG
1075
Newbridge Financial Services Group
Florida
$21.6K +$284 +8 +1%

ENB Hedge Fund Activity: Q3 2023 in Review

1,165 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q3 2023, worth a combined $36.2B — down 3.8% from $37.7B a quarter earlier.

Sellers outnumbered buyers: 91 funds closed out of ENB and 81 opened new positions — a net loss of 10 holders — while 404 trimmed existing stakes and 483 added.

The largest buyer was Wellington Management Group, adding an estimated $997M. The largest seller was MUFG Securities EMEA, exiting entirely with an estimated $392M sold.

  • 1,165 institutional investors held Enbridge (ENB) as of Q3 2023, down from 1,195 in Q2 2023.
  • Funds reported $36.2B of Enbridge stock for Q3 2023, down 3.8% quarter-over-quarter.
  • 81 funds opened new Enbridge positions in Q3 2023 and 91 closed out, a net change of -10 holders.
  • The largest Enbridge buyer in Q3 2023 was Wellington Management Group, an estimated $997M added.
  • The largest Enbridge seller in Q3 2023 was MUFG Securities EMEA, an estimated $392M sold.

Based on aggregated 13F filings for Q3 2023.