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Enbridge

1,165 hedge funds and large institutions have $36.2B invested in Enbridge in 2023 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 483 increasing their positions, 404 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 483 | Existing positions reduced: 404

8% more funds holding in top 10

Funds holding in top 10: 3639 (+3)

1.74% more ownership

Funds ownership: 49.7%51.43% (+1.7%)

4% less capital invested

Capital invested by funds: $37.7B → $36.2B (-$1.44B)

3% less funds holding

Funds holding: 1,1951,165 (-30)

11% less first-time investments, than exits

New positions opened: 81 | Existing positions closed: 91

42% less call options, than puts

Call options by funds: $422M | Put options by funds: $731M

Holders
1,165
Holders Change
-30
Holders Change %
-2.51%
% of All Funds
18.49%
Holding in Top 10
39
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.33%
% of All Funds
0.62%
New
81
Increased
483
Reduced
404
Closed
91
Calls
$422M
Puts
$731M
Net Calls
-$309M
Net Calls Change
-$60.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
201
Catalyst Capital Advisors
New York
$8.48M +$390K +11,000 +4%
RCMU
202
Rokos Capital Management (UK)
United Kingdom
$8.32M +$8.87M +250,000 New
URS
203
Utah Retirement Systems
Utah
$8.29M +$366K +10,300 +4%
Cetera Investment Advisers
204
Cetera Investment Advisers
Illinois
$8.01M +$1.97M +55,491 +30%
HM
205
Heronetta Management
New York
$7.99M +$177K +5,000 +3%
TC
206
TownSquare Capital
Utah
$7.9M +$59.8K +1,686 +0.7%
SBWIC
207
Schaper Benz & Wise Investment Counsel
Wisconsin
$7.83M +$36.4K +1,025 +0.4%
MDCM
208
Morgan Dempsey Capital Management
Wisconsin
$7.8M -$106K -2,981 -1%
GIM
209
Goelzer Investment Management
Indiana
$7.66M -$248K -6,996 -3%
HPG
210
Harvest Portfolios Group
Ontario, Canada
$7.54M +$490K +13,816 +6%
SOAMC
211
Spirit of America Management Corp
New York
$7.42M -$426K -12,000 -5%
BAM
212
Burgundy Asset Management
Ontario, Canada
$7.36M +$796K +22,439 +11%
Baird Financial Group
213
Baird Financial Group
Wisconsin
$7.34M -$8.58M -241,730 -52%
Mariner
214
Mariner
Kansas
$7.33M -$1.73M -48,614 -18%
PFPT
215
Pinnacle Financial Partners (Tennessee)
Tennessee
$7.3M -$38.4K -1,083 -0.5%
ZB
216
Zions Bancorporation
Utah
$7.26M +$481K +13,552 +7%
PE
217
Point72 Europe
United Kingdom
$7.25M -$4.46M -125,767 -37%
Allianz Asset Management
218
Allianz Asset Management
Germany
$7.16M -$11.8M -332,687 -61%
BFG
219
Beacon Financial Group
Texas
$7.01M +$256K +7,219 +4%
Janus Henderson Group
220
Janus Henderson Group
United Kingdom
$7M -$2.03M -57,110 -21%
PMG
221
ProVise Management Group
Florida
$6.99M -$144K -4,051 -2%
AG
222
Advocate Group
Minnesota
$6.89M -$957K -26,959 -12%
Rockefeller Capital Management
223
Rockefeller Capital Management
New York
$6.87M +$2.36M +66,421 +47%
HIM
224
Hillsdale Investment Management
Ontario, Canada
$6.86M -$794K -22,360 -10%
PFM
225
Premier Fund Managers
United Kingdom
$6.75M +$1.42M +40,000 +25%

ENB Hedge Fund Activity: Q3 2023 in Review

1,165 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q3 2023, worth a combined $36.2B — down 3.8% from $37.7B a quarter earlier.

Sellers outnumbered buyers: 91 funds closed out of ENB and 81 opened new positions — a net loss of 10 holders — while 404 trimmed existing stakes and 483 added.

The largest buyer was Wellington Management Group, adding an estimated $997M. The largest seller was MUFG Securities EMEA, exiting entirely with an estimated $392M sold.

  • 1,165 institutional investors held Enbridge (ENB) as of Q3 2023, down from 1,195 in Q2 2023.
  • Funds reported $36.2B of Enbridge stock for Q3 2023, down 3.8% quarter-over-quarter.
  • 81 funds opened new Enbridge positions in Q3 2023 and 91 closed out, a net change of -10 holders.
  • The largest Enbridge buyer in Q3 2023 was Wellington Management Group, an estimated $997M added.
  • The largest Enbridge seller in Q3 2023 was MUFG Securities EMEA, an estimated $392M sold.

Based on aggregated 13F filings for Q3 2023.