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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
SEEDPG
201
S.E.E.D. Planning Group
New York
$8.27M +$3.47M +102,850 +81%
BG
202
Bollard Group
Massachusetts
$8.22M -$16M -474,193 -67%
GIM
203
Goelzer Investment Management
Indiana
$8.22M -$84.7K -2,511 -1%
MDCM
204
Morgan Dempsey Capital Management
Wisconsin
$8.05M -$385K -11,426 -5%
ATI
205
Act Two Investors
California
$8M +$7.25M +214,871 +2,968%
SOAMC
206
Spirit of America Management Corp
New York
$7.91M -$135K -4,000 -2%
Baird Financial Group
207
Baird Financial Group
Wisconsin
$7.78M -$170K -5,044 -2%
BAM
208
Burgundy Asset Management
Ontario, Canada
$7.71M -$241K -7,148 -3%
American Century Companies
209
American Century Companies
Missouri
$7.71M +$1.86M +55,106 +35%
BC
210
Bartlett & Co
Ohio
$7.7M -$47.6M -1,410,711 -87%
BCWM
211
Bartlett & Co Wealth Management
Ohio
$7.7M -$47.6M -1,410,711 -87%
ZB
212
Zions Bancorporation
Utah
$7.7M -$174K -5,165 -2%
PMG
213
ProVise Management Group
Florida
$7.67M +$152K +4,502 +2%
FIA
214
Foundations Investment Advisors
Arizona
$7.66M +$2.53M +74,907 +54%
Janus Henderson Group
215
Janus Henderson Group
United Kingdom
$7.64M +$30.3K +900 +0.4%
AG
216
Advocate Group
Minnesota
$7.37M -$24.8K -736 -0.4%
GI
217
GLOBALT Investments
Georgia
$7.27M +$6.81M +201,848 New
JAM
218
JCIC Asset Management
Ontario, Canada
$7.21M +$5.33M +158,085 +376%
GCM
219
Ghisallo Capital Management
Massachusetts
$7.2M -$53.1M -1,575,000 -89%
AAS
220
Avantax Advisory Services
Texas
$7.18M -$48K -1,424 -0.7%
DADC
221
D.A. Davidson & Co
Montana
$7.15M +$345K +10,233 +5%
BFG
222
Beacon Financial Group
Texas
$7.13M -$63.6K -1,885 -0.9%
Envestnet Portfolio Solutions
223
Envestnet Portfolio Solutions
Illinois
$6.98M +$95.3K +2,827 +1%
AWM
224
AE Wealth Management
Kansas
$6.96M +$2.19M +64,991 +50%
AMG
225
Advisors Management Group
Wisconsin
$6.94M -$66.8K -1,981 -1%

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.