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Enbridge

830 hedge funds and large institutions have $40.2B invested in Enbridge in 2018 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 282 increasing their positions, 296 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 59

30% more call options, than puts

Call options by funds: $327M | Put options by funds: $250M

26% more funds holding in top 10

Funds holding in top 10: 3949 (+10)

21% more capital invested

Capital invested by funds: $33.1B → $40.2B (+$7.09B)

4% more funds holding

Funds holding: 795830 (+35)

5% less repeat investments, than reductions

Existing positions increased: 282 | Existing positions reduced: 296

1.41% less ownership

Funds ownership: 61.9%60.49% (-1.4%)

Holders
830
Holders Change
+35
Holders Change %
+4.4%
% of All Funds
19%
Holding in Top 10
49
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+25.64%
% of All Funds
1.12%
New
100
Increased
282
Reduced
296
Closed
59
Calls
$327M
Puts
$250M
Net Calls
+$76.2M
Net Calls Change
+$88.1M
Name Holding Trade Value Shares
Change
Change in
Stake
HWA
301
Heritage Way Advisors
Illinois
$2.09M +$122K +3,850 +7%
PJSIMP
302
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.09M -$42.7K -1,347 -2%
BNP Paribas Financial Markets
303
BNP Paribas Financial Markets
France
$2.07M -$394K -12,451 -18%
RCM
304
Radnor Capital Management
Pennsylvania
$2M -$21.6K -682 -1%
HVIA
305
Hudson Valley Investment Advisors
New York
$1.99M -$334K -10,537 -16%
MML Investors Services
306
MML Investors Services
Massachusetts
$1.99M +$323K +10,200 +22%
DLCIG
307
D.L. Carlson Investment Group
New Hampshire
$1.98M -$10.9K -345 -0.6%
ANI
308
American National Insurance
Texas
$1.98M
SCM
309
Southport Capital Management
Tennessee
$1.97M +$390K +12,305 +29%
ZCA
310
Zeke Capital Advisors
Pennsylvania
$1.91M +$1.84K +58 +0.1%
HFS
311
HL Financial Services
Kentucky
$1.91M +$35.1K +1,107 +2%
PAG
312
Private Advisor Group
New Jersey
$1.91M +$553K +17,453 +47%
LIM
313
Leavell Investment Management
Alabama
$1.9M -$1.66M -52,456 -50%
CAM
314
Cozad Asset Management
Illinois
$1.89M +$1.68M +53,042 New
JAM
315
JCIC Asset Management
Ontario, Canada
$1.89M +$17.6K +555 +1%
OSNBOA
316
Old Second National Bank of Aurora
Illinois
$1.88M +$29.5K +930 +2%
UCFA
317
United Capital Financial Advisors
Texas
$1.88M -$19.8K -625 -1%
PWW
318
Pettyjohn Wood & White
Virginia
$1.84M +$93.3K +2,946 +6%
WAM
319
World Asset Management
Michigan
$1.79M -$473K -14,930 -23%
CIC
320
Cincinnati Indemnity Company
Ohio
$1.76M
FDS
321
Freedom Day Solutions
Texas
$1.74M +$1.54M +48,770 New
CTC
322
Central Trust Company
Missouri
$1.73M -$20.6K -650 -1%
DZ Bank
323
DZ Bank
Germany
$1.73M -$382K -12,054 -20%
HFM
324
Hartford Financial Management
Connecticut
$1.72M -$55.8K -1,761 -4%
BCMO
325
Buckingham Capital Management (Ohio)
Ohio
$1.71M -$80.3K -2,534 -5%

ENB Hedge Fund Activity: Q2 2018 in Review

830 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q2 2018, worth a combined $40.2B — up 21% from $33.1B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new ENB positions and 59 closed out — a net gain of 41 holders — while 282 added to existing stakes and 296 trimmed.

The largest buyer was Fidelity International, opening a new position worth an estimated $484M. The largest seller was Mackenzie Financial, cutting an estimated $463M.

  • 830 institutional investors held Enbridge (ENB) as of Q2 2018, up from 795 in Q1 2018.
  • Funds reported $40.2B of Enbridge stock for Q2 2018, up 21% quarter-over-quarter.
  • 100 funds opened new Enbridge positions in Q2 2018 and 59 closed out, a net change of +41 holders.
  • The largest Enbridge buyer in Q2 2018 was Fidelity International, an estimated $484M added.
  • The largest Enbridge seller in Q2 2018 was Mackenzie Financial, an estimated $463M sold.

Based on aggregated 13F filings for Q2 2018.