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Enbridge

1,100 hedge funds and large institutions have $45B invested in Enbridge in 2019 Q4 according to their latest regulatory filings, with 181 funds opening new positions, 363 increasing their positions, 368 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

269% more first-time investments, than exits

New positions opened: 181 | Existing positions closed: 49

116% more call options, than puts

Call options by funds: $420M | Put options by funds: $194M

15% more capital invested

Capital invested by funds: $39.1B → $45B (+$5.96B)

12% more funds holding

Funds holding: 9821,100 (+118)

3% more funds holding in top 10

Funds holding in top 10: 6163 (+2)

1.07% more ownership

Funds ownership: 54.73%55.8% (+1.1%)

1% less repeat investments, than reductions

Existing positions increased: 363 | Existing positions reduced: 368

Holders
1,100
Holders Change
+118
Holders Change %
+12.02%
% of All Funds
21.67%
Holding in Top 10
63
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.28%
% of All Funds
1.24%
New
181
Increased
363
Reduced
368
Closed
49
Calls
$420M
Puts
$194M
Net Calls
+$225M
Net Calls Change
+$117M
Name Holding Trade Value Shares
Change
Change in
Stake
SFA
251
Semmax Financial Advisors
North Carolina
$4.93M +$181K +4,852 +4%
TAF
252
Tredje AP-fonden
Sweden
$4.9M -$549K -14,699 -11%
JG
253
Jefferies Group
New York
$4.88M +$4.59M +122,800 New
GFPC
254
Global Financial Private Capital
Florida
$4.88M -$488K -13,065 -10%
TCMG
255
TSP Capital Management Group
New Jersey
$4.87M
ECM
256
ETrade Capital Management
Virginia
$4.86M -$103K -2,758 -2%
KJHP
257
K.J. Harrison & Partners
Ontario, Canada
$4.83M +$407K +10,900 +10%
VOYA Investment Management
258
VOYA Investment Management
Georgia
$4.83M -$461K -12,347 -9%
CFA
259
Carroll Financial Associates
North Carolina
$4.74M +$101K +2,695 +2%
Axa
260
Axa
France
$4.68M +$129K +3,441 +3%
HAC
261
Harbor Advisory Corp
New Hampshire
$4.67M -$34.5K -924 -0.8%
Thrivent Financial for Lutherans
262
Thrivent Financial for Lutherans
Minnesota
$4.61M
VI
263
Vestcor Inc
New Brunswick, Canada
$4.54M +$4.26M +114,087 New
M
264
MOTCO
Texas
$4.51M +$68K +1,822 +2%
Northwestern Mutual Wealth Management
265
Northwestern Mutual Wealth Management
Wisconsin
$4.48M +$131K +3,505 +3%
UCFA
266
United Capital Financial Advisors
Texas
$4.41M +$238K +6,362 +6%
FAF
267
Första AP-fonden
Sweden
$4.32M -$246K -6,600 -6%
MKC
268
M. Kraus & Co
Vermont
$4.3M -$74.2K -1,988 -2%
SAM
269
Silvercrest Asset Management
New York
$4.25M +$91.8K +2,459 +2%
TCM
270
Telos Capital Management
California
$4.25M +$137K +3,665 +4%
MBTD
271
Mechanics Bank - Trust Department
California
$4.24M +$85.9K +2,299 +2%
FBT
272
First Bankers Trust
Kentucky
$4.21M +$126K +3,373 +3%
BIAS
273
Beacon Investment Advisory Services
New Jersey
$4.2M +$9.86K +264 +0.3%
RFC
274
Regions Financial Corp
Alabama
$4.16M -$1.02M -27,185 -21%
PA
275
Pinnacle Associates
New York
$4.09M +$99.2K +2,656 +3%

ENB Hedge Fund Activity: Q4 2019 in Review

1,100 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q4 2019, worth a combined $45B — up 15% from $39.1B a quarter earlier.

Buyers outnumbered sellers: 181 funds opened new ENB positions and 49 closed out — a net gain of 132 holders — while 363 added to existing stakes and 368 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $659M. The largest seller was Zimmer Partners, exiting entirely with an estimated $292M sold.

  • 1,100 institutional investors held Enbridge (ENB) as of Q4 2019, up from 982 in Q3 2019.
  • Funds reported $45B of Enbridge stock for Q4 2019, up 15% quarter-over-quarter.
  • 181 funds opened new Enbridge positions in Q4 2019 and 49 closed out, a net change of +132 holders.
  • The largest Enbridge buyer in Q4 2019 was Capital Research Global Investors, an estimated $659M added.
  • The largest Enbridge seller in Q4 2019 was Zimmer Partners, an estimated $292M sold.

Based on aggregated 13F filings for Q4 2019.