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Enbridge

1,109 hedge funds and large institutions have $39.8B invested in Enbridge in 2021 Q2 according to their latest regulatory filings, with 130 funds opening new positions, 460 increasing their positions, 329 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 63

40% more repeat investments, than reductions

Existing positions increased: 460 | Existing positions reduced: 329

32% more call options, than puts

Call options by funds: $626M | Put options by funds: $473M

8% more capital invested

Capital invested by funds: $36.9B → $39.8B (+$2.95B)

6% more funds holding

Funds holding: 1,0471,109 (+62)

0.75% less ownership

Funds ownership: 49.65%48.91% (-0.75%)

5% less funds holding in top 10

Funds holding in top 10: 4442 (-2)

Holders
1,109
Holders Change
+62
Holders Change %
+5.92%
% of All Funds
19.3%
Holding in Top 10
42
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.55%
% of All Funds
0.73%
New
130
Increased
460
Reduced
329
Closed
63
Calls
$626M
Puts
$473M
Net Calls
+$153M
Net Calls Change
+$46.8M
Name Holding Trade Value Shares
Change
Change in
Stake
AOWM
226
Alpha Omega Wealth Management
Virginia
$6.42M +$197K +5,087 +3%
Allianz Asset Management
227
Allianz Asset Management
Germany
$6.4M -$18M -464,678 -74%
OPTFSNA
228
Old Point Trust & Financial Services N A
Virginia
$6.39M +$12.3K +319 +0.2%
NAM
229
NewGen Asset Management
Ontario, Canada
$6.23M +$263K +6,800 +5%
IAA
230
Independent Advisor Alliance
North Carolina
$6.14M +$114K +2,951 +2%
ISL
231
Ingalls & Snyder LLC
New York
$6.08M -$137K -3,533 -2%
AIM
232
Anchor Investment Management
South Carolina
$6.01M +$64K +1,654 +1%
CAPTRUST Financial Advisors
233
CAPTRUST Financial Advisors
North Carolina
$5.93M +$29.9K +772 +0.5%
SO
234
STRS Ohio
Ohio
$5.88M
HFS
235
Hantz Financial Services
Michigan
$5.78M +$1.04M +26,942 +23%
Northwestern Mutual Wealth Management
236
Northwestern Mutual Wealth Management
Wisconsin
$5.76M +$439K +11,350 +9%
RIA
237
Recurrent Investment Advisors
Texas
$5.57M +$333K +8,606 +7%
SEEDPG
238
S.E.E.D. Planning Group
New York
$5.27M +$136K +3,507 +3%
AMH
239
Apollo Management Holdings
New York
$5.17M
M
240
MOTCO
Texas
$5.16M +$64.1K +1,657 +1%
CGH
241
Crossmark Global Holdings
Texas
$5.11M -$485K -12,544 -9%
Hudson Bay Capital Management
242
Hudson Bay Capital Management
Connecticut
$5.05M +$4.88M +126,220 New
SSWM
243
Smith Salley Wealth Management
North Carolina
$5.01M +$214K +5,520 +5%
AI
244
Atria Investments
North Carolina
$5.01M +$233K +6,021 +5%
SCA
245
Stonebridge Capital Advisors
Minnesota
$4.98M +$2.54M +65,590 +101%
BFS
246
Bard Financial Services
Connecticut
$4.95M +$7.74K +200 +0.2%
Cohen & Steers
247
Cohen & Steers
New York
$4.95M +$2.62M +67,589 +121%
MC
248
Moors & Cabot
Massachusetts
$4.88M +$87.7K +2,266 +2%
ATC
249
Argent Trust Co
Tennessee
$4.85M +$91K +2,352 +2%
TPCW
250
TD Private Client Wealth
New York
$4.84M -$35.8K -926 -0.8%

ENB Hedge Fund Activity: Q2 2021 in Review

1,109 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q2 2021, worth a combined $39.8B — up 8% from $36.9B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new ENB positions and 63 closed out — a net gain of 67 holders — while 460 added to existing stakes and 329 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $675M. The largest seller was Jarislowsky, Fraser Ltd, cutting an estimated $529M.

  • 1,109 institutional investors held Enbridge (ENB) as of Q2 2021, up from 1,047 in Q1 2021.
  • Funds reported $39.8B of Enbridge stock for Q2 2021, up 8% quarter-over-quarter.
  • 130 funds opened new Enbridge positions in Q2 2021 and 63 closed out, a net change of +67 holders.
  • The largest Enbridge buyer in Q2 2021 was Bank of Montreal, an estimated $675M added.
  • The largest Enbridge seller in Q2 2021 was Jarislowsky, Fraser Ltd, an estimated $529M sold.

Based on aggregated 13F filings for Q2 2021.