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Enbridge

1,047 hedge funds and large institutions have $36.9B invested in Enbridge in 2021 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 410 increasing their positions, 330 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 82

44% more call options, than puts

Call options by funds: $347M | Put options by funds: $241M

24% more repeat investments, than reductions

Existing positions increased: 410 | Existing positions reduced: 330

10% more funds holding in top 10

Funds holding in top 10: 4044 (+4)

10% more capital invested

Capital invested by funds: $33.6B → $36.9B (+$3.3B)

3% more funds holding

Funds holding: 1,0151,047 (+32)

1.8% less ownership

Funds ownership: 51.46%49.65% (-1.8%)

Holders
1,047
Holders Change
+32
Holders Change %
+3.15%
% of All Funds
18.38%
Holding in Top 10
44
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10%
% of All Funds
0.77%
New
123
Increased
410
Reduced
330
Closed
82
Calls
$347M
Puts
$241M
Net Calls
+$107M
Net Calls Change
+$26.7M
Name Holding Trade Value Shares
Change
Change in
Stake
AOWM
226
Alpha Omega Wealth Management
Virginia
$5.65M +$223K +6,349 +4%
IAA
227
Independent Advisor Alliance
North Carolina
$5.47M +$392K +11,159 +8%
NAM
228
NewGen Asset Management
Ontario, Canada
$5.42M +$879K +25,000 +20%
AIM
229
Anchor Investment Management
South Carolina
$5.4M +$62.1K +1,768 +1%
CAPTRUST Financial Advisors
230
CAPTRUST Financial Advisors
North Carolina
$5.36M -$1.86M -53,039 -26%
SO
231
STRS Ohio
Ohio
$5.35M
Creative Planning
232
Creative Planning
Kansas
$5.34M -$434K -12,349 -8%
CGH
233
Crossmark Global Holdings
Texas
$5.1M -$655K -18,645 -12%
CCA
234
Catalyst Capital Advisors
New York
$5M +$334K +9,500 +7%
SI
235
Stephens Inc
Arkansas
$4.99M -$1.19M -33,882 -20%
MME
236
Meag Munich Ergo
Germany
$4.95M -$701K -19,950 -13%
Northwestern Mutual Wealth Management
237
Northwestern Mutual Wealth Management
Wisconsin
$4.82M +$301K +8,555 +7%
Millennium Management
238
Millennium Management
New York
$4.79M -$952K -27,079 -17%
RIA
239
Recurrent Investment Advisors
Texas
$4.75M +$4.78K +136 +0.1%
AMH
240
Apollo Management Holdings
New York
$4.71M
PAG
241
Private Advisor Group
New Jersey
$4.69M -$372K -10,582 -8%
SEEDPG
242
S.E.E.D. Planning Group
New York
$4.66M +$207K +5,892 +5%
M
243
MOTCO
Texas
$4.63M +$234K +6,649 +6%
BFS
244
Bard Financial Services
Connecticut
$4.49M +$213K +6,060 +5%
TPCW
245
TD Private Client Wealth
New York
$4.43M +$1.17M +33,333 +38%
CSS
246
Cubist Systematic Strategies
Connecticut
$4.37M +$2.9M +82,454 +219%
MC
247
Moors & Cabot
Massachusetts
$4.36M -$399K -11,363 -9%
SSWM
248
Smith Salley Wealth Management
North Carolina
$4.36M +$194K +5,533 +5%
AI
249
Atria Investments
North Carolina
$4.34M +$570K +16,203 +16%
ATC
250
Argent Trust Co
Tennessee
$4.33M +$1.06M +30,178 +34%

ENB Hedge Fund Activity: Q1 2021 in Review

1,047 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q1 2021, worth a combined $36.9B — up 9.8% from $33.6B a quarter earlier.

Buyers outnumbered sellers: 123 funds opened new ENB positions and 82 closed out — a net gain of 41 holders — while 410 added to existing stakes and 330 trimmed.

The largest buyer was Mackenzie Financial, adding an estimated $294M. The largest seller was Bank of Montreal, cutting an estimated $671M.

  • 1,047 institutional investors held Enbridge (ENB) as of Q1 2021, up from 1,015 in Q4 2020.
  • Funds reported $36.9B of Enbridge stock for Q1 2021, up 9.8% quarter-over-quarter.
  • 123 funds opened new Enbridge positions in Q1 2021 and 82 closed out, a net change of +41 holders.
  • The largest Enbridge buyer in Q1 2021 was Mackenzie Financial, an estimated $294M added.
  • The largest Enbridge seller in Q1 2021 was Bank of Montreal, an estimated $671M sold.

Based on aggregated 13F filings for Q1 2021.