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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
Jane Street
151
Jane Street
New York
$15.5M -$25.1M -743,464 -63%
BG
152
Bahl & Gaynor
Ohio
$15.4M -$84.9K -2,519 -0.6%
MSV
153
MN Services Vermogensbeheer
Netherlands
$15.1M
DekaBank Deutsche Girozentrale
154
DekaBank Deutsche Girozentrale
Germany
$14.9M -$390K -11,554 -3%
OAM
155
Oppenheimer Asset Management
New York
$14.4M -$1.55M -46,034 -10%
CIBC Private Wealth Group
156
CIBC Private Wealth Group
Georgia
$14.4M -$1.17M -34,779 -8%
RIA
157
Recurrent Investment Advisors
Texas
$14M +$11.4K +339 +0.1%
US Bancorp
158
US Bancorp
Minnesota
$13.7M -$322K -9,542 -2%
IMCOOI
159
Investment Management Corp of Ontario (IMCO)
Canada
$13.7M +$12.8M +380,444 New
BMO
160
Beck Mack & Oliver
New York
$13.5M -$10.8K -321 -0.1%
Citigroup
161
Citigroup
New York
$13.4M +$277K +8,201 +2%
CW
162
Connectus Wealth
Ohio
$13.3M -$44.5K -1,321 -0.4%
PNC Financial Services Group
163
PNC Financial Services Group
Pennsylvania
$13.3M -$279K -8,284 -2%
BPA
164
Beacon Pointe Advisors
California
$13M +$3.31M +98,067 +37%
MML Investors Services
165
MML Investors Services
Massachusetts
$13M -$2.01M -59,612 -14%
GCM
166
Galibier Capital Management
Ontario, Canada
$12.7M -$18.5M -549,409 -61%
OC
167
Oppenheimer & Co
New York
$12.7M -$429K -12,718 -3%
LIM
168
Longfellow Investment Management
Massachusetts
$12.3M +$8.5M +252,000 +280%
DWM
169
Dorchester Wealth Management
Quebec, Canada
$12.3M +$168K +4,975 +1%
GAM
170
Guinness Asset Management
United Kingdom
$11.9M +$929K +27,537 +9%
Corient Private Wealth
171
Corient Private Wealth
Florida
$11.6M +$415K +12,322 +4%
VFM
172
Viking Fund Management
North Dakota
$11.6M -$303K -9,000 -3%
OSAM
173
O'Shaughnessy Asset Management
Connecticut
$11.4M +$2.02M +59,868 +23%
CCC
174
Cincinnati Casualty Company
Ohio
$11.1M
NAM
175
NewGen Asset Management
Ontario, Canada
$11M +$4.61M +136,700 +80%

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.