We are live on ! Find out more
ENB icon

Enbridge

305 hedge funds and large institutions have $24.1B invested in Enbridge in 2014 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 125 increasing their positions, 100 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

351% more call options, than puts

Call options by funds: $94.9M | Put options by funds: $21.1M

30% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 27

25% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 100

6% more capital invested

Capital invested by funds: $22.7B → $24.1B (+$1.39B)

2% more funds holding

Funds holding: 299305 (+6)

1.08% more ownership

Funds ownership: 62.85%63.93% (+1.1%)

8% less funds holding in top 10

Funds holding in top 10: 2624 (-2)

Holders
305
Holders Change
+6
Holders Change %
+2.01%
% of All Funds
8.81%
Holding in Top 10
24
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.69%
% of All Funds
0.69%
New
35
Increased
125
Reduced
100
Closed
27
Calls
$94.9M
Puts
$21.1M
Net Calls
+$73.8M
Net Calls Change
+$27.3M
Name Holding Trade Value Shares
Change
Change in
Stake
JG
226
Jefferies Group
New York
$460K +$397K +9,195 New
KFS
227
KMS Financial Services
Washington
$456K +$53.3K +1,235 +14%
GT
228
Glenmede Trust
Pennsylvania
$455K
VOYA Investment Management
229
VOYA Investment Management
Georgia
$441K -$39.4K -913 -9%
LCM
230
Lucas Capital Management
New Jersey
$429K
CAM
231
Cypress Asset Management
Texas
$404K -$17.3K -400 -4%
ST
232
Spot Trading
Illinois
$387K -$194K -4,504 -35%
FA
233
FDx Advisors
Illinois
$384K +$25.7K +595 +8%
BC
234
Banced Corp
Illinois
$368K +$63.2K +1,465 +22%
LNWWM
235
Laird Norton Wetherby Wealth Management
California
$347K +$66.8K +1,548 +25%
RCM
236
Riverhead Capital Management
Delaware
$342K +$324K +7,500 New
KJHP
237
K.J. Harrison & Partners
Ontario, Canada
$340K +$2.59K +60 +0.8%
Cambridge Investment Research Advisors
238
Cambridge Investment Research Advisors
Iowa
$339K -$7.73K -179 -2%
BFS
239
Baskin Financial Services
Ontario, Canada
$338K +$322K +7,450 New
TT
240
Tower Trust
Indiana
$319K +$35.2K +816 +13%
Creative Planning
241
Creative Planning
Kansas
$313K -$11.3K -262 -4%
BF
242
BOK Financial
Oklahoma
$310K +$95.2K +2,204 +48%
1GA
243
1st Global Advisors
Texas
$290K +$12.6K +292 +5%
CAN
244
Cetera Advisor Networks
California
$289K +$273K +6,327 New
TCB
245
Texas Capital Bancshares
Texas
$288K -$87.1K -2,018 -24%
TI
246
Turner Investments
Pennsylvania
$282K -$1.07M -24,799 -80%
CCM
247
Chickasaw Capital Management
Tennessee
$273K
SG Americas Securities
248
SG Americas Securities
New York
$273K
TCM
249
Tradewinds Capital Management
Washington
$270K
SB
250
Suntrust Banks
Georgia
$264K -$4.32K -100 -2%

ENB Hedge Fund Activity: Q1 2014 in Review

305 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q1 2014, worth a combined $24.1B — up 6.1% from $22.7B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new ENB positions and 27 closed out — a net gain of 8 holders — while 125 added to existing stakes and 100 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $308M. The largest seller was Fidelity Investments, cutting an estimated $180M.

  • 305 institutional investors held Enbridge (ENB) as of Q1 2014, up from 299 in Q4 2013.
  • Funds reported $24.1B of Enbridge stock for Q1 2014, up 6.1% quarter-over-quarter.
  • 35 funds opened new Enbridge positions in Q1 2014 and 27 closed out, a net change of +8 holders.
  • The largest Enbridge buyer in Q1 2014 was Wellington Management Group, an estimated $308M added.
  • The largest Enbridge seller in Q1 2014 was Fidelity Investments, an estimated $180M sold.

Based on aggregated 13F filings for Q1 2014.