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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
Commonwealth Equity Services
101
Commonwealth Equity Services
Massachusetts
$34.6M +$2.32M +68,856 +8%
SJIC
102
St. James Investment Company
Texas
$34.5M -$375K -11,134 -1%
Pictet Asset Management
103
Pictet Asset Management
Switzerland
$34.1M +$801K +23,766 +3%
ZP
104
Zimmer Partners
New York
$33M -$107M -3,187,500 -78%
BONST
105
Bank of Nova Scotia Trust
Ontario, Canada
$32.6M +$226K +6,708 +0.7%
Korea Investment Corp
106
Korea Investment Corp
South Korea
$32.4M -$7.49M -222,125 -20%
VDI
107
Vaughan David Investments
Illinois
$31.5M +$187K +5,533 +0.6%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
108
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$29.9M -$27.5M -815,850 -50%
Osaic Holdings
109
Osaic Holdings
Arizona
$29.8M -$12M -354,667 -30%
Citadel Advisors
110
Citadel Advisors
Florida
$29.4M +$11.5M +340,495 +72%
Zurich Cantonal Bank
111
Zurich Cantonal Bank
Switzerland
$29.2M +$3.95M +117,092 +17%
GF
112
Gabelli Funds
New York
$29M -$125K -3,700 -0.5%
GCAC
113
Guardian Capital Advisors (Canada)
Ontario, Canada
$28.4M +$726K +21,530 +3%
Janney Montgomery Scott
114
Janney Montgomery Scott
Pennsylvania
$28.4M +$919K +27,243 +4%
GKIM
115
GW&K Investment Management
Massachusetts
$28M +$2.12M +62,902 +9%
NIM
116
Nexus Investment Management
Ontario, Canada
$27.6M +$14.3K +425 +0.1%
NEI
117
Northwest & Ethical Investments
Ontario, Canada
$26.9M +$275K +8,153 +1%
SCTC
118
Sanibel Captiva Trust Company
Florida
$26.4M +$24.7M +731,747 New
State Street
119
State Street
Massachusetts
$26.2M +$1.95M +57,963 +9%
AT
120
AMF Tjänstepension
Sweden
$25.9M
FCI
121
Financial Counselors Inc
Kansas
$25.3M -$255K -7,549 -1%
MHI
122
Miller Howard Investments
New York
$25.3M +$1.06M +31,360 +5%
Wealth Enhancement Advisory Services
123
Wealth Enhancement Advisory Services
Minnesota
$24.5M +$384K +11,398 +2%
TNB
124
Thomasville National Bank
Georgia
$24.4M +$435K +12,899 +2%
OCAM
125
Onex Canada Asset Management
Ontario, Canada
$23.4M -$16.1M -476,943 -42%

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.