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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
QPBE
1076
Quintet Private Bank (Europe)
Luxembourg
$34.4K -$1.03M -27,022 -97%
PCA
1077
Providence Capital Advisors
North Carolina
$34K
TH
1078
TCTC Holdings
Texas
$34K -$321K -8,422 -90%
WWP
1079
WR Wealth Planners
Missouri
$33.2K -$191 -5 -0.6%
EARNEST Partners
1080
EARNEST Partners
Georgia
$33.1K
BHWM
1081
Beaird Harris Wealth Management
Texas
$32.5K
PSB
1082
Piscataqua Savings Bank
New Hampshire
$31.2K
CFFP
1083
Center for Financial Planning
Michigan
$30.8K +$305 +8 +1%
ICM
1084
Intrepid Capital Management
Florida
$30.6K +$31.4K +825 New
SAM
1085
S.A. Mason
Michigan
$30.6K
DJSG
1086
D.J. St. Germain
Massachusetts
$29.7K +$30.5K +799 New
RWPA
1087
Richard W. Paul & Associates
Michigan
$29.3K -$419 -11 -1%
WOSD
1088
WFA of San Diego
California
$29K +$29.7K +780 New
ICM
1089
Islay Capital Management
Texas
$28.9K
FFA
1090
Farther Finance Advisors
California
$27.2K
NSG
1091
Nalls Sherbakoff Group
Tennessee
$26.9K
WIM
1092
Westside Investment Management
California
$26.7K
OP
1093
ORG Partners
Indiana
$26.2K +$26.8K +703 New
PP
1094
PFS Partners
New Jersey
$26.1K +$3.47K +91 +15%
SFG
1095
Steward Financial Group
Texas
$26K +$14.6K +384 +115%
TSWM
1096
Tyler-Stone Wealth Management
Ohio
$26K +$26.7K +700 New
CAS
1097
Coppell Advisory Solutions
Texas
$25.6K +$26.3K +691 New
MA
1098
MCF Advisors
Kentucky
$25.4K +$3.01K +79 +13%
NFSG
1099
Newbridge Financial Services Group
Florida
$23.9K -$3.54K -93 -13%
BC
1100
Barrett & Company
Rhode Island
$23.6K +$10.5K +275 +76%

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.