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Enbridge

964 hedge funds and large institutions have $36B invested in Enbridge in 2018 Q4 according to their latest regulatory filings, with 204 funds opening new positions, 424 increasing their positions, 233 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

172% more first-time investments, than exits

New positions opened: 204 | Existing positions closed: 75

85% more funds holding in top 10

Funds holding in top 10: 3463 (+29)

82% more repeat investments, than reductions

Existing positions increased: 424 | Existing positions reduced: 233

14% more funds holding

Funds holding: 844964 (+120)

9% more capital invested

Capital invested by funds: $33.1B → $36B (+$2.94B)

2.19% less ownership

Funds ownership: 59.52%57.32% (-2.2%)

13% less call options, than puts

Call options by funds: $130M | Put options by funds: $148M

Holders
964
Holders Change
+120
Holders Change %
+14.22%
% of All Funds
21.48%
Holding in Top 10
63
Holding in Top 10 Change
+29
Holding in Top 10 Change %
+85.29%
% of All Funds
1.4%
New
204
Increased
424
Reduced
233
Closed
75
Calls
$130M
Puts
$148M
Net Calls
-$18.8M
Net Calls Change
+$66.3M
Name Holding Trade Value Shares
Change
Change in
Stake
WBC
226
Westpac Banking Corp
Australia
$5.5M +$5.69M +176,820 New
LTFS
227
Ladenburg Thalmann Financial Services
Florida
$5.49M +$1.88M +58,350 +49%
Axa
228
Axa
France
$5.47M +$182K +5,645 +3%
JC
229
Jacobs & Co
California
$5.43M -$497K -15,466 -8%
SAM
230
Shell Asset Management
Netherlands
$5.36M -$53.3K -1,658 -1%
MI
231
Markston International
New York
$5.32M -$90K -2,800 -2%
DADC
232
D.A. Davidson & Co
Montana
$5.18M +$793K +24,649 +17%
UIC
233
Uniplan Investment Counsel
Wisconsin
$5.17M +$5.35M +166,476 New
RFC
234
Regions Financial Corp
Alabama
$5.17M +$541K +16,814 +11%
SBWIC
235
Schaper Benz & Wise Investment Counsel
Wisconsin
$5.02M +$1.08M +33,450 +26%
GIM
236
Greystone Investment Management
Ohio
$4.87M +$536K +16,675 +12%
Creative Planning
237
Creative Planning
Kansas
$4.82M +$2.05M +63,642 +70%
CGH
238
Crossmark Global Holdings
Texas
$4.75M +$632K +19,641 +15%
GAM
239
Gotham Asset Management
New York
$4.64M +$4.58M +142,449 +2,067%
AIM
240
Anchor Investment Management
South Carolina
$4.62M +$157K +4,868 +3%
EHC
241
Everett Harris & Co
California
$4.59M +$4.75M +147,657 New
CAPTRUST Financial Advisors
242
CAPTRUST Financial Advisors
North Carolina
$4.53M +$1M +31,188 +27%
EARNEST Partners
243
EARNEST Partners
Georgia
$4.47M -$611 -19 -0%
Nomura Holdings
244
Nomura Holdings
Japan
$4.45M +$3.03M +94,370 +192%
OPTFSNA
245
Old Point Trust & Financial Services N A
Virginia
$4.44M +$87K +2,704 +2%
Skandinaviska Enskilda Banken (SEB)
246
Skandinaviska Enskilda Banken (SEB)
Sweden
$4.35M +$540K +16,800 +14%
CP
247
Cumberland Partners
Ontario, Canada
$4.34M -$396K -12,299 -8%
UOTTAIMCU
248
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$4.28M +$4.43M +137,838 New
MML Investors Services
249
MML Investors Services
Massachusetts
$4.26M +$1.05M +32,661 +31%
CDH
250
Charles D. Hyman
$4.24M -$83K -2,581 -2%

ENB Hedge Fund Activity: Q4 2018 in Review

964 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q4 2018, worth a combined $36B — up 8.9% from $33.1B a quarter earlier.

Buyers outnumbered sellers: 204 funds opened new ENB positions and 75 closed out — a net gain of 129 holders — while 424 added to existing stakes and 233 trimmed.

The largest buyer was Fidelity International, adding an estimated $631M. The largest seller was OMERS Administration Corp, cutting an estimated $190M.

  • 964 institutional investors held Enbridge (ENB) as of Q4 2018, up from 844 in Q3 2018.
  • Funds reported $36B of Enbridge stock for Q4 2018, up 8.9% quarter-over-quarter.
  • 204 funds opened new Enbridge positions in Q4 2018 and 75 closed out, a net change of +129 holders.
  • The largest Enbridge buyer in Q4 2018 was Fidelity International, an estimated $631M added.
  • The largest Enbridge seller in Q4 2018 was OMERS Administration Corp, an estimated $190M sold.

Based on aggregated 13F filings for Q4 2018.