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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
FIM
1276
FWL Investment Management
Texas
-$48.6K -1,450 Closed
OLVIG
1277
Oliver Lagore Vanvalin Investment Group
Michigan
-$39.8K -1,200 Closed
NIC
1278
Northwest Investment Counselors
Oregon
-$33.2K -990 Closed
EARNEST Partners
1279
EARNEST Partners
Georgia
-$29.6K -891 Closed
WWP
1280
WR Wealth Planners
Missouri
-$23.2K -691 Closed
ICM
1281
Intrepid Capital Management
Florida
-$20.1K -606 Closed
TCA
1282
Trifecta Capital Advisors
Illinois
-$17.8K -530 Closed
QP
1283
Quilter Plc
United Kingdom
-$294K -400 Closed
MFT
1284
Moisand Fitzgerald Tamayo
Florida
-$13.2K -393 Closed
CFG
1285
CKW Financial Group
Hawaii
-$9K -275 Closed
PAI
1286
Pittenger & Anderson Inc
Nebraska
-$6.71K -200 Closed
CA
1287
Centerpoint Advisors
Massachusetts
-$5K -151 Closed
IAS
1288
IMA Advisory Services
Colorado
-$4.76K -142 Closed
TFA
1289
Toth Financial Advisory
Virginia
-$3.49K -104 Closed
CG
1290
Cutler Group
California
-$3.37K -100 Closed
CHC
1291
City Holding Co
West Virginia
-$3.28K -99 Closed
OP
1292
ORG Partners
Indiana
-$3.32K -99 Closed
TIM
1293
Thompson Investment Management
Wisconsin
-$2.95K -89 Closed
SHIM
1294
Stone House Investment Management
Pennsylvania
-$2.34K -71 Closed
BFP
1295
Briaud Financial Planning
Texas
-$1K -59 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.