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Enbridge

341 hedge funds and large institutions have $29.5B invested in Enbridge in 2016 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 145 increasing their positions, 95 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 95

1.76% more ownership

Funds ownership: 72.4%74.16% (+1.8%)

7% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 44

2% less capital invested

Capital invested by funds: $30B → $29.5B (-$542M)

8% less call options, than puts

Call options by funds: $74.3M | Put options by funds: $80.9M

1% less funds holding

Funds holding: 345341 (-4)

6% less funds holding in top 10

Funds holding in top 10: 3331 (-2)

Holders
341
Holders Change
-4
Holders Change %
-1.16%
% of All Funds
8.53%
Holding in Top 10
31
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.06%
% of All Funds
0.78%
New
47
Increased
145
Reduced
95
Closed
44
Calls
$74.3M
Puts
$80.9M
Net Calls
-$6.63M
Net Calls Change
-$21.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CI
226
Capital Innovations
Wisconsin
$580K -$485K -11,370 -53%
Creative Planning
227
Creative Planning
Kansas
$544K +$76.9K +1,803 +16%
Jones Financial Companies
228
Jones Financial Companies
Missouri
$533K +$25.3K +592 +5%
BT
229
Beacon Trust
New Jersey
$531K
AP
230
AHL Partners
United Kingdom
$495K +$136K +3,179 +37%
LCM
231
Landscape Capital Management
New Jersey
$458K +$463K +10,862 New
TRCT
232
Tower Research Capital (TRC)
New York
$415K -$56.3K -1,320 -15%
US Bancorp
233
US Bancorp
Minnesota
$406K +$5.08K +119 +1%
QI
234
QS Investors
New York
$402K
Envestnet Asset Management
235
Envestnet Asset Management
Illinois
$400K +$104K +2,447 +35%
HBWM
236
Hollow Brook Wealth Management
New York
$396K
1GA
237
1st Global Advisors
Texas
$388K -$14.1K -331 -3%
LFAS
238
Level Four Advisory Services
Texas
$382K +$387K +9,079 New
LCM
239
Lucas Capital Management
New Jersey
$380K
Northwestern Mutual Wealth Management
240
Northwestern Mutual Wealth Management
Wisconsin
$379K +$384K +9,011 New
CSS
241
Cubist Systematic Strategies
Connecticut
$358K -$502K -11,766 -58%
NAMA
242
Nikko Asset Management Americas
New York
$357K -$12.8K -300 -3%
KPF
243
K2 Principal Fund
Ontario, Canada
$356K +$360K +8,448 New
OC
244
Oppenheimer & Co
New York
$354K +$20.9K +490 +6%
Cambridge Investment Research Advisors
245
Cambridge Investment Research Advisors
Iowa
$350K +$31.6K +740 +10%
DTL
246
Dynamic Technology Lab
Singapore
$348K -$32.1K -753 -8%
PAG
247
Private Advisor Group
New Jersey
$345K +$128K +3,011 +60%
VFA
248
Voya Financial Advisors
Connecticut
$342K +$35.1K +823 +11%
CLOS
249
Compagnie Lombard Odier SCmA
Switzerland
$342K +$51.2K +1,200 +17%
HAG
250
HighPoint Advisor Group
Illinois
$337K +$347K +8,128 New

ENB Hedge Fund Activity: Q4 2016 in Review

341 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q4 2016, worth a combined $29.5B — down 1.8% from $30B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new ENB positions and 44 closed out — a net gain of 3 holders — while 145 added to existing stakes and 95 trimmed.

The largest buyer was 1832 Asset Management, adding an estimated $459M. The largest seller was Wellington Management Group, cutting an estimated $222M.

  • 341 institutional investors held Enbridge (ENB) as of Q4 2016, down from 345 in Q3 2016.
  • Funds reported $29.5B of Enbridge stock for Q4 2016, down 1.8% quarter-over-quarter.
  • 47 funds opened new Enbridge positions in Q4 2016 and 44 closed out, a net change of +3 holders.
  • The largest Enbridge buyer in Q4 2016 was 1832 Asset Management, an estimated $459M added.
  • The largest Enbridge seller in Q4 2016 was Wellington Management Group, an estimated $222M sold.

Based on aggregated 13F filings for Q4 2016.