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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
MDCM
201
Morgan Dempsey Capital Management
Wisconsin
$9.53M +$254K +6,473 +3%
GIM
202
Goelzer Investment Management
Indiana
$9.25M +$856K +21,812 +10%
DWM
203
Dorchester Wealth Management
Quebec, Canada
$9.23M +$561K +14,295 +6%
SEI Investments
204
SEI Investments
Pennsylvania
$9.17M +$1.18M +30,008 +14%
SOAMC
205
Spirit of America Management Corp
New York
$9.1M
HIM
206
Hillsdale Investment Management
Ontario, Canada
$8.77M +$1.9M +48,520 +27%
HM
207
Heronetta Management
New York
$8.68M -$433K -11,028 -6%
PFPT
208
Pinnacle Financial Partners (Tennessee)
Tennessee
$8.65M +$663K +16,900 +8%
AG
209
Advocate Group
Minnesota
$8.64M +$386K +9,839 +5%
SBWIC
210
Schaper Benz & Wise Investment Counsel
Wisconsin
$8.54M +$724K +18,459 +9%
Axa
211
Axa
France
$8.46M +$3.55M +90,400 +69%
CCA
212
Catalyst Capital Advisors
New York
$8.32M -$675K -17,200 -7%
GP
213
Greenline Partners
New York
$8.13M +$146K +3,723 +2%
ZB
214
Zions Bancorporation
Utah
$7.93M +$1.36M +34,593 +20%
BFG
215
Beacon Financial Group
Texas
$7.71M -$725K -18,488 -9%
HPG
216
Harvest Portfolios Group
Ontario, Canada
$7.6M +$7.82M +199,423 New
Cerity Partners
217
Cerity Partners
New York
$7.44M +$251K +6,409 +3%
AMG
218
Advisors Management Group
Wisconsin
$7.25M +$273K +6,970 +4%
DADC
219
D.A. Davidson & Co
Montana
$7.15M -$420K -10,703 -5%
Cetera Investment Advisers
220
Cetera Investment Advisers
Illinois
$7.11M +$1.92M +48,901 +36%
AAS
221
Avantax Advisory Services
Texas
$7.1M +$451K +11,498 +7%
CFC
222
Cincinnati Financial Corp
Ohio
$7.09M
TC
223
TownSquare Capital
Utah
$6.99M +$607K +15,471 +9%
MHC
224
Meyer Handelman Company
New York
$6.98M
CG
225
Colony Group
Massachusetts
$6.85M -$165K -4,210 -2%

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.