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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
NECFA
1101
New England Capital Financial Advisors
Connecticut
$20.2K
FPFS
1102
First Personal Financial Services
North Carolina
$20.1K
BC
1103
Barrett & Company
Rhode Island
$19.3K -$9.27K -275 -34%
CNBTD
1104
Citizens National Bank Trust Department
Mississippi
$19.3K
FWM
1105
Focused Wealth Management
New York
$17.9K +$1.01K +30 +6%
GWMIA
1106
Global Wealth Management Investment Advisory
Florida
$17.7K -$236 -7 -1%
PP
1107
PFS Partners
New Jersey
$17K -$16.8K -498 -51%
TFM
1108
TFC Financial Management
Massachusetts
$15.4K
IFAM
1109
Institutional & Family Asset Management
Colorado
$15.2K +$202 +6 +1%
DFA
1110
DHJJ Financial Advisors
Illinois
$15K
WWM
1111
Wolff Wiese Magana
California
$14.4K -$2.53K -75 -16%
GIA
1112
GHP Investment Advisors
Colorado
$14.4K
RAM
1113
Riggs Asset Management
Pennsylvania
$14.4K
ME
1114
McIlrath & Eck
Washington
$14.2K
GJIA
1115
Glass Jacobson Investment Advisors
Maryland
$14.2K
CAL
1116
Capital Advisors Ltd
Ohio
$14K
HFS
1117
HBC Financial Services
Washington
$14K +$236 +7 +2%
FMP
1118
Financial Management Professionals
Texas
$14K +$9.71K +288 +255%
CCC
1119
Chelsea Counsel Company
California
$13.1K
AA
1120
AlphaMark Advisors
Kentucky
$13K
BAM
1121
Bellevue Asset Management
Washington
$12.7K
JFGIW
1122
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$12.7K -$49.2K -1,460 -81%
FRA
1123
Front Row Advisors
California
$12.1K -$708 -21 -6%
GWSA
1124
Global Wealth Strategies & Associates
Colorado
$11.8K
SWA
1125
SOA Wealth Advisors
New York
$11.1K

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.