We are live on ! Find out more
ENB icon

Enbridge

316 hedge funds and large institutions have $25B invested in Enbridge in 2016 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 135 increasing their positions, 98 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more funds holding in top 10

Funds holding in top 10: 1825 (+7)

38% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 98

32% more capital invested

Capital invested by funds: $18.9B → $25B (+$6.03B)

28% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 29

2% more funds holding

Funds holding: 310316 (+6)

0.71% more ownership

Funds ownership: 68.13%68.84% (+0.71%)

16% less call options, than puts

Call options by funds: $89.5M | Put options by funds: $107M

Holders
316
Holders Change
+6
Holders Change %
+1.94%
% of All Funds
8.42%
Holding in Top 10
25
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+38.89%
% of All Funds
0.67%
New
37
Increased
135
Reduced
98
Closed
29
Calls
$89.5M
Puts
$107M
Net Calls
-$17.3M
Net Calls Change
+$2.03M
Name Holding Trade Value Shares
Change
Change in
Stake
Balyasny Asset Management
226
Balyasny Asset Management
Illinois
$352K +$309K +9,047 New
LCM
227
Lucas Capital Management
New Jersey
$351K
US Bancorp
228
US Bancorp
Minnesota
$344K -$248K -7,262 -45%
ATC
229
Argent Trust Co
Tennessee
$307K +$12.3K +361 +5%
OC
230
Oppenheimer & Co
New York
$305K +$268K +7,851 New
WAM
231
Wolverine Asset Management
Illinois
$299K
TU
232
TDAM USA
Ontario, Canada
$298K +$4K +117 +2%
Cambridge Investment Research Advisors
233
Cambridge Investment Research Advisors
Iowa
$294K +$29.2K +856 +13%
Twin Tree Management
234
Twin Tree Management
Texas
$294K +$39.1K +1,144 +18%
RCM
235
Riverhead Capital Management
Delaware
$286K -$5.13K -150 -2%
FAAS
236
First Allied Advisory Services
California
$280K -$8.78K -257 -3%
Baird Financial Group
237
Baird Financial Group
Wisconsin
$273K +$12.1K +354 +5%
BPC
238
Banque Pictet & Cie
Switzerland
$272K
CLOS
239
Compagnie Lombard Odier SCmA
Switzerland
$263K +$3.93K +115 +2%
Nomura Asset Management
240
Nomura Asset Management
Japan
$253K +$171K +5,000 New
SIM
241
Strategic Investment Management
Virginia
$241K +$212K +6,202 New
IHL
242
Investment House LLC
California
$237K +$208K +6,100 New
QI
243
QS Investors
New York
$235K
BFM
244
Boston Financial Management
Massachusetts
$234K -$563K -16,490 -73%
BFS
245
Baskin Financial Services
Ontario, Canada
$233K -$51.3K -1,500 -20%
CCM
246
Chickasaw Capital Management
Tennessee
$233K -$2.56K -75 -1%
TYCC
247
Texas Yale Capital Corp
Florida
$228K +$200K +5,850 New
NAMA
248
Nikko Asset Management Americas
New York
$225K +$154K +4,500 New
VKH
249
Virtu KCG Holdings
New York
$221K -$1.38M -40,521 -88%
WHRC
250
W.H. Reaves & Co
New Jersey
$219K -$3.36M -98,340 -95%

ENB Hedge Fund Activity: Q1 2016 in Review

316 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q1 2016, worth a combined $25B — up 32% from $18.9B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new ENB positions and 29 closed out — a net gain of 8 holders — while 135 added to existing stakes and 98 trimmed.

The largest buyer was Capital World Investors, adding an estimated $496M. The largest seller was Mackenzie Financial, exiting entirely with an estimated $132M sold.

  • 316 institutional investors held Enbridge (ENB) as of Q1 2016, up from 310 in Q4 2015.
  • Funds reported $25B of Enbridge stock for Q1 2016, up 32% quarter-over-quarter.
  • 37 funds opened new Enbridge positions in Q1 2016 and 29 closed out, a net change of +8 holders.
  • The largest Enbridge buyer in Q1 2016 was Capital World Investors, an estimated $496M added.
  • The largest Enbridge seller in Q1 2016 was Mackenzie Financial, an estimated $132M sold.

Based on aggregated 13F filings for Q1 2016.