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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
AAP
1076
Arax Advisory Partners
Colorado
$29.5K -$67 -2 -0.2%
MSFP
1077
Mark Sheptoff Financial Planning
Connecticut
$28.8K
ICM
1078
Islay Capital Management
Texas
$28K
TVAMP
1079
Tennessee Valley Asset Management Partners
Tennessee
$28K +$26.2K +776 New
CSWM
1080
Cassady Schiller Wealth Management
Ohio
$27.8K
SAM
1081
S.A. Mason
Michigan
$26.8K
BWM
1082
Baystate Wealth Management
Massachusetts
$26K +$21.7K +644 +836%
WIM
1083
Westside Investment Management
California
$25.9K
QPBE
1084
Quintet Private Bank (Europe)
Luxembourg
$25.3K -$7.72K -229 -25%
MHR
1085
Matthew Hamilton Rosenberg
$25.2K
TSWM
1086
Tyler-Stone Wealth Management
Ohio
$25.2K
BFPW
1087
BOK Financial Private Wealth
Colorado
$25.2K +$23.6K +700 New
CFFP
1088
Center for Financial Planning
Michigan
$25K -$4.52K -134 -16%
CT
1089
Caldwell Trust
Florida
$25K -$16.5K -488 -41%
OIA
1090
Optimum Investment Advisors
Illinois
$24.1K +$22.6K +670 New
BGAI
1091
Bruce G. Allen Investments
Colorado
$24.1K +$22.5K +668 New
NSG
1092
Nalls Sherbakoff Group
Tennessee
$24K
PA
1093
PSI Advisors
Florida
$22.9K +$67 +2 +0.3%
GGI
1094
Godsey & Gibb Inc
Virginia
$22.1K
CFS
1095
CGC Financial Services
Oregon
$22.1K
MA
1096
MCF Advisors
Kentucky
$21.8K
GI
1097
GAMMA Investing
California
$21.5K +$20.5K +607 New
RWPA
1098
Richard W. Paul & Associates
Michigan
$21.2K -$4.38K -130 -18%
BWAM
1099
Boyd Watterson Asset Management
Ohio
$20.3K -$15.2K -450 -44%
WPA
1100
West Paces Advisors
Georgia
$20.3K -$2.36K -70 -11%

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.