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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
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$5.05B +$68.4M +1,926,001 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.7B +$156M +4,400,848 +6%
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$2.44B +$176M +4,951,085 +8%
Deutsche Bank
4
Deutsche Bank
Germany
$1.16B -$138M -3,890,398 -10%
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$1.14B +$150M +4,228,973 +14%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$1.08B +$997M +28,076,386 +630%
TD Asset Management
7
TD Asset Management
Ontario, Canada
$1.01B +$23.6M +664,057 +2%
CIBC World Market
8
CIBC World Market
Ontario, Canada
$946M +$187M +5,274,590 +23%
Bank of Nova Scotia
9
Bank of Nova Scotia
Ontario, Canada
$932M +$48M +1,353,753 +5%
Mackenzie Financial
10
Mackenzie Financial
Ontario, Canada
$711M +$97.8M +2,756,079 +14%
CIBC Asset Management
11
CIBC Asset Management
Ontario, Canada
$689M +$74.6M +2,101,021 +11%
Norges Bank
12
Norges Bank
Norway
$682M +$28.6M +804,664 +4%
Barrow, Hanley, Mewhinney & Strauss
13
Barrow, Hanley, Mewhinney & Strauss
Texas
$650M +$195M +5,483,078 +39%
Fidelity International
14
Fidelity International
Bermuda
$644M +$251M +7,060,146 +57%
Manulife (Manufacturers Life Insurance)
15
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$636M +$42.7M +1,203,984 +7%
Legal & General Group
16
Legal & General Group
United Kingdom
$614M +$36.1M +1,015,792 +6%
National Bank of Canada
17
National Bank of Canada
Quebec, Canada
$582M +$37M +1,041,308 +6%
ClearBridge Investments
18
ClearBridge Investments
New York
$568M +$41.2M +1,162,110 +7%
JP Morgan Chase
19
JP Morgan Chase
New York
$487M -$3.16M -88,937 -0.6%
Connor, Clark & Lunn Investment Management (CC&L)
20
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$431M -$78M -2,198,419 -14%
Toronto Dominion Bank
21
Toronto Dominion Bank
Ontario, Canada
$426M +$14.8M +417,985 +3%
SC
22
Scotia Capital
Ontario, Canada
$419M +$13.7M +386,777 +3%
Bank of America
23
Bank of America
North Carolina
$372M -$38.5M -1,083,636 -9%
Canada Pension Plan Investment Board
24
Canada Pension Plan Investment Board
Ontario, Canada
$348M +$99.9M +2,814,200 +37%
Invesco
25
Invesco
Georgia
$309M +$51.3M +1,445,950 +18%

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.