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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
FCAS
1126
First Command Advisory Services
Texas
$11K
HB
1127
Horizon Bancorp
Indiana
$11K
UIA
1128
Ulland Investment Advisors
Minnesota
$11K
FBC
1129
Fairfield, Bush & Co
Connecticut
$10.8K +$10.1K +300 New
MIM
1130
Macroview Investment Management
Maryland
$10.5K
PPWM
1131
PFG Private Wealth Management
Florida
$10.3K -$2.02K -60 -17%
CWA
1132
Carolina Wealth Advisors
South Carolina
$10.1K
GEA
1133
Glen Eagle Advisors
New Jersey
$10.1K -$5.63K -167 -37%
HCM
1134
Hollencrest Capital Management
California
$9.72K -$6.74K -200 -43%
CT
1135
Clearstead Trust
Maine
$9.65K +$9.04K +268 New
FFL
1136
Financial Freedom LLC
Ohio
$9.49K
AIC
1137
Archer Investment Corporation
Indiana
$9.33K
FFA
1138
Fairfield Financial Advisors
Massachusetts
$9.19K
TAM
1139
Tucker Asset Management
Colorado
$9.15K -$6.17K -183 -42%
AIMA
1140
Ables Iannone Moore & Associates
Georgia
$9.08K +$8.46K +251 New
FCG
1141
Financial Connections Group
California
$9K
NCM
1142
Northwest Capital Management
Oregon
$7.24K
IPW
1143
Impact Partnership Wealth
Georgia
$7.2K -$4.69K -139 -41%
TC
1144
Trust Company
Kansas
$7.1K
CFO
1145
CVA Family Office
Colorado
$7.06K +$6.61K +196 New
RDIA
1146
RE Dickinson Investment Advisors
Iowa
$7K
FWM
1147
FSA Wealth Management
Massachusetts
$7K +$6.61K +196 New
HWP
1148
Highline Wealth Partners
California
$6.84K +$6.41K +190 New
TC
1149
Truvestments Capital
Florida
$6.81K
PWMG
1150
Prestige Wealth Management Group
New Jersey
$6.74K

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.