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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
GAM
1226
Gotham Asset Management
New York
-$1.07M -32,381 Closed
GS
1227
GTS Securities
New York
-$840K -24,908 Closed
First Trust Advisors
1228
First Trust Advisors
Illinois
-$743K -22,400 Closed
Victory Capital Management
1229
Victory Capital Management
Texas
-$679K -20,452 Closed
SEC
1230
Seven Eight Capital
New York
-$657K -19,794 Closed
Nomura Holdings
1231
Nomura Holdings
Japan
-$589K -17,473 Closed
SBH
1232
Segall Bryant & Hamill
Illinois
-$568K -17,107 Closed
LJAC
1233
L.J. Altfest & Co
New York
-$532K -15,869 Closed
WI
1234
Wintrust Investments
Illinois
-$483K -14,560 Closed
ECM
1235
ExodusPoint Capital Management
New York
-$477K -14,368 Closed
ACS
1236
Archford Capital Strategies
Illinois
-$457K -13,712 Closed
MCM
1237
McKinley Capital Management
Alaska
-$429K -12,918 Closed
CC
1238
Centiva Capital
New York
-$416K -12,534 Closed
EP
1239
Eudaimonia Partners
Tennessee
-$391K -11,772 Closed
EFG
1240
Ethos Financial Group
Pennsylvania
-$355K -10,582 Closed
VC
1241
Vicus Capital
Pennsylvania
-$334K -10,049 Closed
ECP
1242
Epacria Capital Partners
Colorado
-$332K -10,000 Closed
OPW
1243
Oxler Private Wealth
New York
-$326K -9,791 Closed
BIC
1244
Beach Investment Counsel
Pennsylvania
-$311K -9,375 Closed
LW
1245
Lauer Wealth
Indiana
-$298K -8,997 Closed
PCS
1246
Personal CFO Solutions
New Jersey
-$293K -8,821 Closed
AAS
1247
Ameritas Advisory Services
Nebraska
-$283K -8,680 Closed
PSP
1248
Principal Street Partners
Tennessee
-$272K -8,202 Closed
VFA
1249
Valeo Financial Advisors
Indiana
-$269K -8,101 Closed
FFA
1250
First Foundation Advisors
California
-$270K -8,059 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.