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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
PGFC
1251
Peapack-Gladstone Financial Corp
New Jersey
-$262K -7,908 Closed
AT
1252
Arden Trust
Delaware
-$257K -7,739 Closed
FNBT
1253
FineMark National Bank & Trust
Florida
-$254K -7,654 Closed
LBA
1254
Letko, Brosseau & Associates
Quebec, Canada
-$255K -7,650 Closed
CFG
1255
Citizens Financial Group
Rhode Island
-$252K -7,587 Closed
Koshinski Asset Management
1256
Koshinski Asset Management
Illinois
-$248K -7,404 Closed
MG
1257
Mather Group
Illinois
-$244K -7,271 Closed
GW
1258
GW & Wade
Massachusetts
-$240K -7,242 Closed
TI
1259
Truepoint Inc
Ohio
-$235K -7,089 Closed
BP
1260
BBR Partners
New York
-$236K -7,050 Closed
SFC
1261
Strategic Financial Concepts
Texas
-$232K -6,947 Closed
SFB
1262
STAR Financial Bank
Indiana
-$230K -6,940 Closed
PWP
1263
Phillips Wealth Planners
Mississippi
-$216K -6,723 Closed
HBWM
1264
Hollow Brook Wealth Management
New York
-$222K -6,666 Closed
SW
1265
SVB Wealth
Massachusetts
-$217K -6,531 Closed
SGCA
1266
Steel Grove Capital Advisors
Tennessee
-$212K -6,334 Closed
GIM
1267
Groesbeck Investment Management
New Jersey
-$207K -6,229 Closed
EFS
1268
Essex Financial Services
Connecticut
-$201K -6,068 Closed
NAM
1269
NTV Asset Management
West Virginia
-$201K -5,995 Closed
VCM
1270
Virtue Capital Management
Tennessee
-$220K -5,987 Closed
HL
1271
HeadInvest LLC
Maine
-$96.7K -3,022 Closed
BAAM
1272
Baker Avenue Asset Management
California
-$97.7K -2,943 Closed
RFA
1273
Register Financial Advisors
Georgia
-$83.2K -2,507 Closed
IG
1274
ING Group
Netherlands
-$79.1K -2,383 Closed
Group One Trading
1275
Group One Trading
Illinois
-$79.1K -2,346 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.