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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
BFS
126
Bradley Foster & Sargent
Connecticut
$23.4M -$2.58M -76,641 -11%
HAI
127
Hennessy Advisors Inc
California
$22.6M -$1.39M -41,200 -6%
Balyasny Asset Management
128
Balyasny Asset Management
Illinois
$22.1M +$20.2M +597,960 +3,750%
Creative Planning
129
Creative Planning
Kansas
$21.5M -$10.5M -310,174 -34%
CAPTRUST Financial Advisors
130
CAPTRUST Financial Advisors
North Carolina
$21M +$5.3M +157,263 +37%
Jennison Associates
131
Jennison Associates
New York
$20.9M -$291K -8,618 -1%
RJFSA
132
Raymond James Financial Services Advisors
Florida
$20.9M -$1.11M -32,777 -5%
CF
133
Covea Finance
France
$20.7M
Two Sigma Advisers
134
Two Sigma Advisers
New York
$20.5M -$6.1M -180,900 -24%
NIM
135
NXG Investment Management
Texas
$20.3M -$1.71M -50,825 -8%
VanEck Associates
136
VanEck Associates
New York
$19.8M -$414K -12,271 -2%
DAM
137
Delta Asset Management
Tennessee
$18.3M -$28.2K -835 -0.2%
DFG
138
Dupree Financial Group
Kentucky
$18M +$16.9M +500,989 New
PGH
139
Partners Group Holding
Switzerland
$17.8M -$388K -11,519 -2%
VV
140
Verity & Verity
South Carolina
$17.3M +$518K +15,348 +3%
CI Investments Inc
141
CI Investments Inc
Ontario, Canada
$17.3M -$116K -3,438 -0.7%
HighTower Advisors
142
HighTower Advisors
Illinois
$17.1M -$262K -7,756 -2%
SIS
143
Sound Income Strategies
Florida
$16.9M +$1.34M +39,762 +9%
Twin Tree Management
144
Twin Tree Management
Texas
$16.9M +$15.8M +468,672 New
Qube Research & Technologies (QRT)
145
Qube Research & Technologies (QRT)
United Kingdom
$16.8M +$12.5M +370,643 +390%
Public Sector Pension Investment Board (PSP Investments)
146
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$16.7M -$3.26M -96,823 -17%
AFIA
147
America First Investment Advisors
Nebraska
$16.7M +$717K +21,251 +5%
CSUI
148
Cincinnati Specialty Underwriters Insurance
Ohio
$16M
Barclays
149
Barclays
United Kingdom
$15.7M -$15.7M -466,509 -52%
LGF
150
LGT Group Foundation
Liechtenstein
$15.7M +$2.76M +81,859 +23%

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.