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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
YAL
1151
Your Advocates Ltd
Texas
$6.38K
PCM
1152
Penserra Capital Management
California
$6K +$303 +9 +5%
KA
1153
Kozak & Associates
Colorado
$5.5K -$44.7K -1,325 -90%
NFSG
1154
Newbridge Financial Services Group
Florida
$5.4K -$16.9K -502 -77%
WAS
1155
Winch Advisory Services
Wisconsin
$5.31K +$67 +2 +1%
FFA
1156
Frazier Financial Advisors
Ohio
$5.29K +$4.96K +147 New
MWM
1157
Mascoma Wealth Management
New Hampshire
$4.75K
FUBT
1158
First United Bank & Trust
Maryland
$4.32K +$4.05K +120 New
BIA
1159
Bell Investment Advisors
California
$4.29K +$843 +25 +27%
PA
1160
Pineridge Advisors
Missouri
$4.21K +$3.94K +117 New
CI
1161
Cordant Inc
Oregon
$4.11K +$3.84K +114 New
NMM
1162
Naples Money Management
Florida
$4.09K +$3.84K +114 New
PIS
1163
POM Investment Strategies
North Carolina
$4.07K +$3.81K +113 New
TFGT
1164
TS Financial Group (TSFG)
Illinois
$4K
FMTCOCP
1165
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$4K +$3.37K +100 New
BBPWM
1166
Blue Bell Private Wealth Management
Pennsylvania
$4K
TLA
1167
Tanglewood Legacy Advisors
Texas
$3.98K
HWA
1168
HHM Wealth Advisors
Tennessee
$3.89K
SNB
1169
Security National Bank
Nebraska
$3.75K +$3.51K +104 New
MRCM
1170
M&R Capital Management
New Jersey
$3.62K
NF
1171
Norwood Financial
Pennsylvania
$3.53K
GG
1172
Greenwood Gearhart
Arkansas
$3.24K +$3.04K +90 New
KWAG
1173
Kiely Wealth Advisory Group
North Carolina
$2.87K +$2.7K +80 New
CPA
1174
Clear Point Advisors
New York
$2.7K +$2.53K +75 New
FF
1175
Friedenthal Financial
New Jersey
$2.63K +$2.46K +73 New

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.