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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
PMFA
1051
Plante Moran Financial Advisors
Michigan
$40.3K -$19.4K -575 -34%
PFBT
1052
Parkside Financial Bank & Trust
Missouri
$40.1K -$1.79K -53 -5%
B
1053
Birchbrook
Maine
$39.6K +$37.1K +1,100 New
EC
1054
EdgeRock Capital
Colorado
$39.5K +$37.7K +1,119 New
WIA
1055
Wetzel Investment Advisors
Indiana
$39K +$36.7K +1,089 New
RFG
1056
RFP Financial Group
Georgia
$39K
CB
1057
Community Bank
New York
$37.8K -$35.4K -1,050 -50%
IRAG
1058
Investment Research & Advisory Group
Georgia
$37.6K
CTB
1059
Country Trust Bank
Illinois
$37.6K
TFIPS
1060
Towarzystwo Funduszy Inwestycyjnych PZU SA
$37.1K +$34.7K +1,030 New
VWM
1061
Venturi Wealth Management
Texas
$36.5K +$17.3K +514 +103%
MIM
1062
Manitou Investment Management
Ontario, Canada
$36K
NRG
1063
Nemes Rush Group
Michigan
$36K
EDRH
1064
Edmond de Rothschild Holding
Switzerland
$35.4K
NFA
1065
Northwest Financial Advisors
Virginia
$35.2K +$32.9K +977 New
NBT
1066
Northwest Bank & Trust
Iowa
$34.4K +$32.2K +954 New
JWA
1067
JFS Wealth Advisors
Pennsylvania
$34.3K -$3.1K -92 -9%
SIS
1068
Strategic Investment Solutions
Illinois
$34.3K -$297K -8,809 -90%
PS
1069
Planned Solutions
California
$34K +$31.9K +945 New
CJ
1070
Caitlin John
Michigan
$33.5K +$31.3K +929 New
BCMLT
1071
Beacon Capital Management LLC (Tennessee)
Tennessee
$33.4K -$16.3K -484 -33%
CFD
1072
Creative Financial Designs
Indiana
$31.7K +$1.69K +50 +6%
BHWM
1073
Beaird Harris Wealth Management
Texas
$31.6K
POIA
1074
Pin Oak Investment Advisors
Texas
$31K
PSB
1075
Piscataqua Savings Bank
New Hampshire
$30.3K

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.