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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
Creative Planning
251
Creative Planning
Kansas
$4.82M -$1.02M -26,415 -18%
MPWT
252
MassMutual Private Wealth & Trust
Connecticut
$4.81M +$137K +3,534 +3%
GT
253
Glenmede Trust
Pennsylvania
$4.73M +$324K +8,385 +8%
CFA
254
Carroll Financial Associates
North Carolina
$4.67M -$6.73K -174 -0.1%
MS
255
Madden Securities
Texas
$4.65M +$481K +12,435 +12%
IF
256
Insight Folios
North Carolina
$4.61M +$154K +3,987 +4%
BIAS
257
Beacon Investment Advisory Services
New Jersey
$4.52M +$102K +2,647 +2%
CDH
258
Charles D. Hyman
$4.51M -$134K -3,475 -3%
TCM
259
Telos Capital Management
California
$4.49M +$91.1K +2,355 +2%
MHI
260
Miller Howard Investments
New York
$4.49M -$44.8K -1,157 -1%
EWA
261
Exencial Wealth Advisors
Oklahoma
$4.31M +$146K +3,766 +4%
Axa
262
Axa
France
$4.29M +$337K +8,699 +9%
HAC
263
Harbor Advisory Corp
New Hampshire
$4.25M -$246K -6,365 -6%
EVM
264
Eaton Vance Management
Massachusetts
$4.24M +$396K +10,227 +11%
MME
265
Meag Munich Ergo
Germany
$4.2M -$1.2M -31,079 -23%
FIA
266
Foundations Investment Advisors
Arizona
$4.17M +$535K +13,836 +15%
UIC
267
Uniplan Investment Counsel
Wisconsin
$4.16M +$3.03M +78,370 +306%
PA
268
Pinnacle Associates
New York
$4.06M +$188K +4,859 +5%
TBA
269
Tower Bridge Advisors
Pennsylvania
$4.02M +$425K +10,983 +12%
MKC
270
M. Kraus & Co
Vermont
$4M -$33.5K -865 -0.9%
Cetera Investment Advisers
271
Cetera Investment Advisers
Illinois
$3.92M +$839K +21,669 +28%
BCM
272
Brookstone Capital Management
Illinois
$3.88M +$1.08M +27,854 +40%
KAS
273
Kestra Advisory Services
Texas
$3.88M +$3.75M +96,925 New
BRWA
274
B. Riley Wealth Advisors
Florida
$3.82M -$15K -387 -0.4%
BAM
275
Blueshift Asset Management
New Jersey
$3.81M +$2.93M +75,717 +390%

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.