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Enbridge

1,196 hedge funds and large institutions have $39.9B invested in Enbridge in 2023 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 463 increasing their positions, 433 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 79

7% more repeat investments, than reductions

Existing positions increased: 463 | Existing positions reduced: 433

0.34% less ownership

Funds ownership: 50.74%50.39% (-0.34%)

1% less capital invested

Capital invested by funds: $40.2B → $39.9B (-$304M)

1% less funds holding

Funds holding: 1,2141,196 (-18)

24% less funds holding in top 10

Funds holding in top 10: 4635 (-11)

43% less call options, than puts

Call options by funds: $470M | Put options by funds: $820M

Holders
1,196
Holders Change
-18
Holders Change %
-1.48%
% of All Funds
19.06%
Holding in Top 10
35
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-23.91%
% of All Funds
0.56%
New
90
Increased
463
Reduced
433
Closed
79
Calls
$470M
Puts
$820M
Net Calls
-$350M
Net Calls Change
-$535M
Name Holding Trade Value Shares
Change
Change in
Stake
3IP
1251
3Chopt Investment Partners
Virginia
-$84.6K -2,164 Closed
Acadian Asset Management
1252
Acadian Asset Management
Massachusetts
-$78K -2,011 Closed
HNWAG
1253
High Net Worth Advisory Group
Florida
-$64.5K -1,649 Closed
RFG
1254
RFP Financial Group
Georgia
-$42.3K -1,082 Closed
MWC
1255
MBM Wealth Consultants
Missouri
-$39K -1,006 Closed
RFS
1256
Retirement Financial Solutions
Tennessee
-$37.1K -950 Closed
CAC
1257
Core Alternative Capital
Georgia
-$36.4K -930 Closed
AIC
1258
Archer Investment Corporation
Indiana
-$34.6K -886 Closed
WOSD
1259
WFA of San Diego
California
-$30.5K -780 Closed
CAS
1260
Coppell Advisory Solutions
Texas
-$24.7K -632 Closed
CASC
1261
Coppell Advisory Solutions Corp
Texas
-$24.7K -632 Closed
FWA
1262
Freedom Wealth Alliance
Wisconsin
-$18.2K -465 Closed
CJL
1263
Cyrus J. Lawrence
New York
-$16K -419 Closed
AAMA
1264
Advanced Asset Management Advisors
Ohio
-$14.2K -362 Closed
AWM
1265
Activest Wealth Management
Florida
-$14.1K -360 Closed
TCA
1266
Trifecta Capital Advisors
Illinois
-$12.9K -330 Closed
ACP
1267
Arcus Capital Partners
Georgia
-$10.9K -279 Closed
MWM
1268
MinichMacGregor Wealth Management
New York
-$10.9K -279 Closed
TFM
1269
TFC Financial Management
Massachusetts
-$10.6K -272 Closed
MSCM
1270
McElhenny Sheffield Capital Management
Texas
-$6.53K -167 Closed
MPCL
1271
My Personal CFO LLC
Washington
-$4.85K -124 Closed
PK
1272
Pflug Koory
Nebraska
-$5K -123 Closed
ZIG
1273
Zullo Investment Group
Pennsylvania
-$2.38K -61 Closed
WBC
1274
West Branch Capital
Massachusetts
-$1.96K -50 Closed
BIA
1275
Bell Investment Advisors
California
-$508 -13 Closed

ENB Hedge Fund Activity: Q1 2023 in Review

1,196 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q1 2023, worth a combined $39.9B — down 0.76% from $40.2B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new ENB positions and 79 closed out — a net gain of 11 holders — while 463 added to existing stakes and 433 trimmed.

The largest buyer was Bank of Nova Scotia, adding an estimated $428M. The largest seller was Goldman Sachs, cutting an estimated $555M.

  • 1,196 institutional investors held Enbridge (ENB) as of Q1 2023, down from 1,214 in Q4 2022.
  • Funds reported $39.9B of Enbridge stock for Q1 2023, down 0.76% quarter-over-quarter.
  • 90 funds opened new Enbridge positions in Q1 2023 and 79 closed out, a net change of +11 holders.
  • The largest Enbridge buyer in Q1 2023 was Bank of Nova Scotia, an estimated $428M added.
  • The largest Enbridge seller in Q1 2023 was Goldman Sachs, an estimated $555M sold.

Based on aggregated 13F filings for Q1 2023.