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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
PCM
1226
Pointe Capital Management
Michigan
-$209K -5,612 Closed
LBC
1227
Lowe Brockenbrough & Co
Virginia
-$208K -5,591 Closed
ZIM
1228
Zacks Investment Management
Illinois
-$207K -5,560 Closed
BFO
1229
Biltmore Family Office
North Carolina
-$206K -5,533 Closed
SAM
1230
Summit Asset Management
Tennessee
-$205K -5,528 Closed
STC
1231
Sarah T. Connolly
-$205K -5,521 Closed
FOA
1232
Five Oceans Advisors
California
-$204K -5,487 Closed
AMM
1233
American Money Management
California
-$203K -5,475 Closed
AL
1234
Aspiriant LLC
California
-$202K -5,437 Closed
AAA
1235
Adams Asset Advisors
Texas
-$200K -5,392 Closed
BAM
1236
Bosun Asset Management
Illinois
-$172K -4,625 Closed
FBC
1237
Fairfield, Bush & Co
Connecticut
-$154K -4,137 Closed
PIAS
1238
PCA Investment Advisory Services
Ohio
-$141K -3,807 Closed
QC
1239
Quent Capital
New York
-$134K -3,600 Closed
FA
1240
Fiduciary Alliance
South Carolina
-$127K -3,422 Closed
IGWM
1241
ICA Group Wealth Management
Colorado
-$99K -2,664 Closed
WP
1242
WealthPLAN Partners
Nebraska
-$82.1K -2,209 Closed
WAM
1243
Worth Asset Management
Texas
-$74.3K -2,000 Closed
ODG
1244
O'Dell Group
Ohio
-$62.2K -1,675 Closed
RI
1245
Ridgewood Investments
New Jersey
-$53.3K -1,435 Closed
HS
1246
Horan Securities
United States
-$47.5K -1,280 Closed
IAIM
1247
Industrial Alliance Investment Management
Quebec, Canada
-$38K -1,010 Closed
CA
1248
Crewe Advisors
Utah
-$21.9K -590 Closed
CWA
1249
Clearview Wealth Advisors
Oregon
-$18.3K -493 Closed
LFASL
1250
Lugano Financial Advisors SA (LFA)
Switzerland
-$12.5K -255 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.