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Enbridge

305 hedge funds and large institutions have $24.1B invested in Enbridge in 2014 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 125 increasing their positions, 100 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

351% more call options, than puts

Call options by funds: $94.9M | Put options by funds: $21.1M

30% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 27

25% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 100

6% more capital invested

Capital invested by funds: $22.7B → $24.1B (+$1.39B)

2% more funds holding

Funds holding: 299305 (+6)

1.08% more ownership

Funds ownership: 62.85%63.93% (+1.1%)

8% less funds holding in top 10

Funds holding in top 10: 2624 (-2)

Holders
305
Holders Change
+6
Holders Change %
+2.01%
% of All Funds
8.81%
Holding in Top 10
24
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.69%
% of All Funds
0.69%
New
35
Increased
125
Reduced
100
Closed
27
Calls
$94.9M
Puts
$21.1M
Net Calls
+$73.8M
Net Calls Change
+$27.3M
Name Holding Trade Value Shares
Change
Change in
Stake
ARMC
276
American Research & Management Company
Massachusetts
$36K
Envestnet Asset Management
277
Envestnet Asset Management
Illinois
$35K -$264K -6,105 -89%
SCG
278
Strategic Capital Group
Washington
$34K +$31.9K +740 New
WTB
279
Washington Trust Bank
Washington
$34K +$32K +742 New
HI
280
Hudock Inc
Pennsylvania
$32K
WRM
281
Westport Resources Management
Connecticut
$30K
RNS
282
Robert N. Shapiro
$28K
Bessemer Group
283
Bessemer Group
New Jersey
$27K -$171K -3,950 -87%
FNBT
284
FineMark National Bank & Trust
Florida
$26K
MFS
285
MSI Financial Services
Massachusetts
$23K -$26.9K -623 -56%
SSB
286
Sandy Spring Bank
Maryland
$23K +$21.6K +501 New
EFSCE
287
Enterprise Financial Services Corp (EFSC)
Missouri
$21K
RFA
288
Reilly Financial Advisors
California
$21K +$86 +2 +0.4%
CG
289
Colony Group
Massachusetts
$21K +$11.5K +267 +134%
NES
290
New England Securities
New York
$19K +$1.99K +46 +12%
LIA
291
LS Investment Advisors
Michigan
$16K
AIM
292
Acuity Investment Management
Ontario, Canada
$14K -$13K -300 -50%
HCM
293
Highlander Capital Management
New Jersey
$13.8K +$86 +2 +0.7%
PFSC
294
Peoples Financial Services Corp
Pennsylvania
$9K
PAS
295
Partnervest Advisory Services
California
$6K +$1.73K +40 +40%
BRWM
296
B. Riley Wealth Management
Tennessee
$6K +$5.27K +122 New
WEC
297
Winslow Evans & Crocker
Massachusetts
$4.55K
EWM
298
Edge Wealth Management
New York
$4K +$3.54K +82 New
WA
299
Waverly Advisors
Alabama
$3K -$2.63K -61 -45%
JIC
300
Joel Isaacson & Co
New York
$2K

ENB Hedge Fund Activity: Q1 2014 in Review

305 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q1 2014, worth a combined $24.1B — up 6.1% from $22.7B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new ENB positions and 27 closed out — a net gain of 8 holders — while 125 added to existing stakes and 100 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $308M. The largest seller was Fidelity Investments, cutting an estimated $180M.

  • 305 institutional investors held Enbridge (ENB) as of Q1 2014, up from 299 in Q4 2013.
  • Funds reported $24.1B of Enbridge stock for Q1 2014, up 6.1% quarter-over-quarter.
  • 35 funds opened new Enbridge positions in Q1 2014 and 27 closed out, a net change of +8 holders.
  • The largest Enbridge buyer in Q1 2014 was Wellington Management Group, an estimated $308M added.
  • The largest Enbridge seller in Q1 2014 was Fidelity Investments, an estimated $180M sold.

Based on aggregated 13F filings for Q1 2014.