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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
NC
1176
NewSquare Capital
Pennsylvania
$2.41K +$34 +1 +2%
PWMG
1177
Private Wealth Management Group
New Jersey
$2.2K +$2.06K +61 New
CMP
1178
Coston McIsaac & Partners
Maine
$2K -$3.3K -98 -58%
HGERS
1179
Householder Group Estate & Retirement Specialist
Arizona
$2K -$2.97K -88 -61%
FA
1180
Financial Avengers
California
$1.98K
RIM
1181
Rockbridge Investment Management
New York
$1.8K +$1.69K +50 New
BWP
1182
Baldwin Wealth Partners
Massachusetts
$1.77K
CPG
1183
Custom Portfolio Group
Colorado
$1.76K +$1.65K +49 New
LFA
1184
Level Financial Advisors
New York
$1.66K
EAM
1185
Eukles Asset Management
Ohio
$1.48K -$12.9K -383 -90%
GWMI
1186
Guardian Wealth Management (Illinois)
Illinois
$1.01K +$944 +28 New
TFA
1187
Transamerica Financial Advisors
Florida
$1K -$34 -1 -50%
TWD
1188
True Wealth Design
Ohio
$973
CPG
1189
Cornerstone Planning Group
New Jersey
$954
LFA
1190
Livelsberger Financial Advisory
Ohio
$892 +$843 +25 New
VCM
1191
Versant Capital Management
Arizona
$756 -$14.1K -419 -95%
SIC
1192
SJS Investment Consulting
Ohio
$505 +$101 +3 +27%
AGWCA
1193
Annis Gardner Whiting Capital Advisors
Florida
$469
NMG
1194
New Millennium Group
Utah
$438
SA
1195
Scarborough Advisors
Maryland
$288 +$270 +8 New
T
1196
Tidemark
California
$83 +$67 +2 New
RS
1197
Rakuten Securities
Japan
$72 +$67 +2 New
WRBC
1198
W.R. Berkley Corp
Connecticut
-$86.2M -2,598,150 Closed
ZIG
1199
Zurich Insurance Group
Switzerland
-$64.3M -1,937,419 Closed
Marshall Wace
1200
Marshall Wace
United Kingdom
-$28.7M -864,837 Closed

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.