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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
FFA
1151
Fairfield Financial Advisors
Massachusetts
$9.47K
VWM
1152
Valley Wealth Managers
New Jersey
$9.29K
CFO
1153
CVA Family Office
Colorado
$9.03K -$6.48K -170 -41%
FCG
1154
Financial Connections Group
California
$9K
MIM
1155
Macroview Investment Management
Maryland
$8.99K
MG
1156
Mather Group
Illinois
$8.32K +$8.54K +224 New
RDIA
1157
RE Dickinson Investment Advisors
Iowa
$8K -$11.7K -307 -60%
NCM
1158
Northwest Capital Management
Oregon
$7.47K +$7.66K +201 New
WIM
1159
WealthPlan Investment Management
Nebraska
$7.43K -$34.8K -913 -82%
AIC
1160
Archer Investment Corporation
Indiana
$7.43K +$7.62K +200 New
TC
1161
Trust Company
Kansas
$7.32K
TC
1162
Truvestments Capital
Florida
$7.02K
YAL
1163
Your Advocates Ltd
Texas
$6.58K
CMP
1164
Coston McIsaac & Partners
Maine
$6K
CA
1165
Centerpoint Advisors
Massachusetts
$6K +$3.74K +98 +185%
TFP
1166
Tilia Fiduciary Partners
North Carolina
$5.94K -$762 -20 -11%
IAS
1167
IMA Advisory Services
Colorado
$5.28K
CWA
1168
Carolina Wealth Advisors
South Carolina
$5.2K
SWA
1169
Sutton Wealth Advisors
Florida
$5.13K
WAS
1170
Winch Advisory Services
Wisconsin
$5K +$114 +3 +2%
FMP
1171
Financial Management Professionals
Texas
$5K +$457 +12 +9%
MWM
1172
Mascoma Wealth Management
New Hampshire
$4.75K -$27.2K -714 -84%
TWD
1173
True Wealth Design
Ohio
$4.62K
HWM
1174
Horizons Wealth Management
North Carolina
$4.32K +$4.42K +116 New
BBPWM
1175
Blue Bell Private Wealth Management
Pennsylvania
$4.12K

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.