We are live on ! Find out more
ENB icon

Enbridge

1,165 hedge funds and large institutions have $36.2B invested in Enbridge in 2023 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 483 increasing their positions, 404 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 483 | Existing positions reduced: 404

8% more funds holding in top 10

Funds holding in top 10: 3639 (+3)

1.74% more ownership

Funds ownership: 49.7%51.43% (+1.7%)

4% less capital invested

Capital invested by funds: $37.7B → $36.2B (-$1.44B)

3% less funds holding

Funds holding: 1,1951,165 (-30)

11% less first-time investments, than exits

New positions opened: 81 | Existing positions closed: 91

42% less call options, than puts

Call options by funds: $422M | Put options by funds: $731M

Holders
1,165
Holders Change
-30
Holders Change %
-2.51%
% of All Funds
18.49%
Holding in Top 10
39
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.33%
% of All Funds
0.62%
New
81
Increased
483
Reduced
404
Closed
91
Calls
$422M
Puts
$731M
Net Calls
-$309M
Net Calls Change
-$60.6M
Name Holding Trade Value Shares
Change
Change in
Stake
MF
1201
Manchester Financial
California
-$266K -7,170 Closed
IAMOG
1202
Investors Asset Management of Georgia
Georgia
-$263K -7,085 Closed
CCT
1203
Chemung Canal Trust
New York
-$255K -6,852 Closed
HTC
1204
Haverford Trust Company
Pennsylvania
-$251K -6,756 Closed
FFM
1205
Forum Financial Management
Illinois
-$242K -6,505 Closed
LFA
1206
Legacy Financial Advisors
Kentucky
-$233K -6,273 Closed
AIM
1207
Achmea Investment Management
Netherlands
-$226K -6,078 Closed
LMKC
1208
L.M. Kohn & Company
Ohio
-$225K -6,065 Closed
CSI
1209
Cross Staff Investments
New York
-$224K -6,040 Closed
WCFA
1210
Walkner Condon Financial Advisors
Wisconsin
-$224K -6,040 Closed
CM
1211
Castleark Management
Illinois
-$222K -5,970 Closed
DPI
1212
Diversified Portfolios Inc
Michigan
-$220K -5,919 Closed
FT
1213
Fiduciary Trust
Massachusetts
-$219K -5,906 Closed
NFC
1214
Northeast Financial Consultants
Connecticut
-$219K -5,896 Closed
WCM
1215
Whitener Capital Management
North Carolina
-$219K -5,887 Closed
PWM
1216
PBMares Wealth Management
Virginia
-$218K -5,864 Closed
WQ
1217
Wealth Quarterback
New Jersey
-$218K -5,864 Closed
WFG
1218
Wills Financial Group
Virginia
-$217K -5,844 Closed
CA
1219
CoreCap Advisors
Michigan
-$217K -5,841 Closed
1IA
1220
1620 Investment Advisors
Massachusetts
-$214K -5,764 Closed
FPAS
1221
Focus Partners Advisor Solutions
Missouri
-$213K -5,746 Closed
CW
1222
CreativeOne Wealth
Kansas
-$213K -5,745 Closed
CIC
1223
Chilton Investment Company
Connecticut
-$211K -5,684 Closed
DLCIG
1224
D.L. Carlson Investment Group
New Hampshire
-$211K -5,673 Closed
FWP
1225
FAS Wealth Partners
Kansas
-$210K -5,645 Closed

ENB Hedge Fund Activity: Q3 2023 in Review

1,165 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q3 2023, worth a combined $36.2B — down 3.8% from $37.7B a quarter earlier.

Sellers outnumbered buyers: 91 funds closed out of ENB and 81 opened new positions — a net loss of 10 holders — while 404 trimmed existing stakes and 483 added.

The largest buyer was Wellington Management Group, adding an estimated $997M. The largest seller was MUFG Securities EMEA, exiting entirely with an estimated $392M sold.

  • 1,165 institutional investors held Enbridge (ENB) as of Q3 2023, down from 1,195 in Q2 2023.
  • Funds reported $36.2B of Enbridge stock for Q3 2023, down 3.8% quarter-over-quarter.
  • 81 funds opened new Enbridge positions in Q3 2023 and 91 closed out, a net change of -10 holders.
  • The largest Enbridge buyer in Q3 2023 was Wellington Management Group, an estimated $997M added.
  • The largest Enbridge seller in Q3 2023 was MUFG Securities EMEA, an estimated $392M sold.

Based on aggregated 13F filings for Q3 2023.