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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
TLA
1176
Tanglewood Legacy Advisors
Texas
$4.11K
HWA
1177
HHM Wealth Advisors
Tennessee
$4.01K
PCM
1178
Penserra Capital Management
California
$4K
MRCM
1179
M&R Capital Management
New Jersey
$3.72K
PFG
1180
Piershale Financial Group
Illinois
$3.71K
NF
1181
Norwood Financial
Pennsylvania
$3.64K
SIS
1182
Strategic Investment Solutions
Illinois
$3.62K -$22.7K -596 -86%
TIM
1183
Thompson Investment Management
Wisconsin
$3.31K
BWM
1184
Baystate Wealth Management
Massachusetts
$2.84K +$38 +1 +1%
SHIM
1185
Stone House Investment Management
Pennsylvania
$2.58K +$38 +1 +1%
NC
1186
NewSquare Capital
Pennsylvania
$2.45K
IA
1187
IFS Advisors
Kansas
$2.23K +$2.29K +60 New
FA
1188
Financial Avengers
California
$2.04K
BWP
1189
Baldwin Wealth Partners
Massachusetts
$1.82K
TFA
1190
Transamerica Financial Advisors
Florida
$1K
CG
1191
Cutler Group
California
$1K +$1.22K +32 New
CPG
1192
Cornerstone Planning Group
New Jersey
$984 +$991 +26 New
NMG
1193
New Millennium Group
Utah
$438 -$50.1K -1,314 -99%
SIC
1194
SJS Investment Consulting
Ohio
$409
FGAM
1195
Financial Gravity Asset Management
Texas
$60 -$38 -1 -3%
JMPWA
1196
JP Morgan Private Wealth Advisors
California
-$70.7M -1,852,804 Closed
DKCM
1197
Davidson Kempner Capital Management
New York
-$11.4M -300,000 Closed
CAM
1198
ClariVest Asset Management
California
-$4.32M -113,820 Closed
EP
1199
Edgestream Partners
New Jersey
-$2.95M -77,208 Closed
CIC
1200
Carnegie Investment Counsel
Ohio
-$1.96M -51,451 Closed

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.