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Enbridge

1,196 hedge funds and large institutions have $39.9B invested in Enbridge in 2023 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 463 increasing their positions, 433 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 79

7% more repeat investments, than reductions

Existing positions increased: 463 | Existing positions reduced: 433

0.34% less ownership

Funds ownership: 50.74%50.39% (-0.34%)

1% less capital invested

Capital invested by funds: $40.2B → $39.9B (-$304M)

1% less funds holding

Funds holding: 1,2141,196 (-18)

24% less funds holding in top 10

Funds holding in top 10: 4635 (-11)

43% less call options, than puts

Call options by funds: $470M | Put options by funds: $820M

Holders
1,196
Holders Change
-18
Holders Change %
-1.48%
% of All Funds
19.06%
Holding in Top 10
35
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-23.91%
% of All Funds
0.56%
New
90
Increased
463
Reduced
433
Closed
79
Calls
$470M
Puts
$820M
Net Calls
-$350M
Net Calls Change
-$535M
Name Holding Trade Value Shares
Change
Change in
Stake
VWM
1151
Valley Wealth Managers
New Jersey
$9.54K -$19.5K -497 -67%
AIP
1152
Ameritas Investment Partners
Nebraska
$9.38K -$26.5K -676 -73%
MIM
1153
Macroview Investment Management
Maryland
$9.23K
CPFP
1154
Clear Perspectives Financial Planning
Ohio
$8.55K
LF
1155
Lee Financial
Texas
$8.28K -$19.3K -492 -69%
TRCT
1156
Tower Research Capital (TRC)
New York
$8K -$23.5K -599 -74%
Optiver Holding
1157
Optiver Holding
Netherlands
$7.97K +$8.2K +209 New
TC
1158
Trust Company
Kansas
$7.52K -$30.4K -775 -80%
TC
1159
Truvestments Capital
Florida
$7.21K -$12.3K -313 -62%
TFP
1160
Tilia Fiduciary Partners
North Carolina
$6.87K +$785 +20 +13%
YAL
1161
Your Advocates Ltd
Texas
$6.75K
GA
1162
GoalVest Advisory
New York
$6.71K +$6.9K +176 New
CMP
1163
Coston McIsaac & Partners
Maine
$6K
MMG
1164
Monetary Management Group
Missouri
$5.61K +$5.77K +147 New
IAS
1165
IMA Advisory Services
Colorado
$5.42K -$5.41K -138 -49%
CWA
1166
Carolina Wealth Advisors
South Carolina
$5.34K
SWA
1167
Sutton Wealth Advisors
Florida
$5.26K -$109K -2,789 -95%
FMP
1168
Financial Management Professionals
Texas
$5K -$3.61K -92 -42%
WAS
1169
Winch Advisory Services
Wisconsin
$5K +$78 +2 +1%
MFG
1170
Mendota Financial Group
Wisconsin
$4.98K
TWD
1171
True Wealth Design
Ohio
$4.72K +$3.81K +97 +359%
JFG
1172
JDM Financial Group
Texas
$4.54K
BBPWM
1173
Blue Bell Private Wealth Management
Pennsylvania
$4.24K
TLA
1174
Tanglewood Legacy Advisors
Texas
$4.22K
HWA
1175
HHM Wealth Advisors
Tennessee
$4.12K

ENB Hedge Fund Activity: Q1 2023 in Review

1,196 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q1 2023, worth a combined $39.9B — down 0.76% from $40.2B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new ENB positions and 79 closed out — a net gain of 11 holders — while 463 added to existing stakes and 433 trimmed.

The largest buyer was Bank of Nova Scotia, adding an estimated $428M. The largest seller was Goldman Sachs, cutting an estimated $555M.

  • 1,196 institutional investors held Enbridge (ENB) as of Q1 2023, down from 1,214 in Q4 2022.
  • Funds reported $39.9B of Enbridge stock for Q1 2023, down 0.76% quarter-over-quarter.
  • 90 funds opened new Enbridge positions in Q1 2023 and 79 closed out, a net change of +11 holders.
  • The largest Enbridge buyer in Q1 2023 was Bank of Nova Scotia, an estimated $428M added.
  • The largest Enbridge seller in Q1 2023 was Goldman Sachs, an estimated $555M sold.

Based on aggregated 13F filings for Q1 2023.