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Enbridge

1,015 hedge funds and large institutions have $33.6B invested in Enbridge in 2020 Q4 according to their latest regulatory filings, with 146 funds opening new positions, 310 increasing their positions, 408 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 146 | Existing positions closed: 60

37% more call options, than puts

Call options by funds: $295M | Put options by funds: $215M

8% more capital invested

Capital invested by funds: $31.1B → $33.6B (+$2.48B)

8% more funds holding

Funds holding: 9441,015 (+71)

1.07% less ownership

Funds ownership: 52.52%51.46% (-1.1%)

9% less funds holding in top 10

Funds holding in top 10: 4440 (-4)

24% less repeat investments, than reductions

Existing positions increased: 310 | Existing positions reduced: 408

Holders
1,015
Holders Change
+71
Holders Change %
+7.52%
% of All Funds
17.96%
Holding in Top 10
40
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.09%
% of All Funds
0.71%
New
146
Increased
310
Reduced
408
Closed
60
Calls
$295M
Puts
$215M
Net Calls
+$79.8M
Net Calls Change
+$23.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
251
Carroll Financial Associates
North Carolina
$3.83M +$54.6K +1,795 +2%
BFS
252
Bard Financial Services
Connecticut
$3.75M +$3.57M +117,320 New
CDH
253
Charles D. Hyman
$3.75M -$314K -10,328 -8%
SIS
254
Sound Income Strategies
Florida
$3.65M +$919K +30,221 +36%
SSWM
255
Smith Salley Wealth Management
North Carolina
$3.65M -$70.7K -2,325 -2%
GWM
256
Geneos Wealth Management
Colorado
$3.64M +$612K +20,102 +25%
HAC
257
Harbor Advisory Corp
New Hampshire
$3.64M -$43.8K -1,440 -1%
MPWT
258
MassMutual Private Wealth & Trust
Connecticut
$3.62M +$143K +4,697 +4%
IF
259
Insight Folios
North Carolina
$3.52M +$223K +7,335 +7%
SAM
260
Shell Asset Management
Netherlands
$3.47M -$365K -11,982 -10%
MI
261
Markston International
New York
$3.45M -$643K -21,119 -16%
BIAS
262
Beacon Investment Advisory Services
New Jersey
$3.42M -$69.3K -2,277 -2%
TCM
263
Telos Capital Management
California
$3.41M +$23.9K +787 +0.7%
FBT
264
First Bankers Trust
Kentucky
$3.38M -$10.9K -358 -0.3%
MKC
265
M. Kraus & Co
Vermont
$3.34M +$41.6K +1,366 +1%
MS
266
Madden Securities
Texas
$3.32M +$1.04M +34,120 +49%
VOYA Investment Management
267
VOYA Investment Management
Georgia
$3.31M -$497K -16,327 -14%
AI
268
Atria Investments
North Carolina
$3.29M +$668K +21,968 +27%
HFS
269
Hantz Financial Services
Michigan
$3.17M +$98.8K +3,247 +3%
V
270
Veritable
Delaware
$3.16M -$417K -13,715 -12%
MIA
271
MainStreet Investment Advisors
Illinois
$3.11M -$271K -8,904 -8%
PA
272
Pinnacle Associates
New York
$3.1M -$103K -3,370 -3%
BAM
273
Blueshift Asset Management
New Jersey
$3.06M +$2.2M +72,194 +307%
EVM
274
Eaton Vance Management
Massachusetts
$3.06M -$74.8K -2,460 -3%
TBA
275
Tower Bridge Advisors
Pennsylvania
$3.04M -$180K -5,912 -6%

ENB Hedge Fund Activity: Q4 2020 in Review

1,015 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q4 2020, worth a combined $33.6B — up 8% from $31.1B a quarter earlier.

Buyers outnumbered sellers: 146 funds opened new ENB positions and 60 closed out — a net gain of 86 holders — while 310 added to existing stakes and 408 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $546M. The largest seller was T. Rowe Price Associates, cutting an estimated $686M.

  • 1,015 institutional investors held Enbridge (ENB) as of Q4 2020, up from 944 in Q3 2020.
  • Funds reported $33.6B of Enbridge stock for Q4 2020, up 8% quarter-over-quarter.
  • 146 funds opened new Enbridge positions in Q4 2020 and 60 closed out, a net change of +86 holders.
  • The largest Enbridge buyer in Q4 2020 was Bank of Montreal, an estimated $546M added.
  • The largest Enbridge seller in Q4 2020 was T. Rowe Price Associates, an estimated $686M sold.

Based on aggregated 13F filings for Q4 2020.