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Enbridge

966 hedge funds and large institutions have $33.3B invested in Enbridge in 2020 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 315 increasing their positions, 415 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more call options, than puts

Call options by funds: $309M | Put options by funds: $218M

4% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 83

1% more capital invested

Capital invested by funds: $32.9B → $33.3B (+$406M)

1% less funds holding

Funds holding: 973966 (-7)

1.81% less ownership

Funds ownership: 55.82%54.01% (-1.8%)

24% less repeat investments, than reductions

Existing positions increased: 315 | Existing positions reduced: 415

29% less funds holding in top 10

Funds holding in top 10: 5942 (-17)

Holders
966
Holders Change
-7
Holders Change %
-0.72%
% of All Funds
19.81%
Holding in Top 10
42
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-28.81%
% of All Funds
0.86%
New
86
Increased
315
Reduced
415
Closed
83
Calls
$309M
Puts
$218M
Net Calls
+$91.2M
Net Calls Change
+$121M
Name Holding Trade Value Shares
Change
Change in
Stake
JAM
301
JCIC Asset Management
Ontario, Canada
$2.51M -$2.43M -78,989 -49%
BCM
302
Barometer Capital Management
Ontario, Canada
$2.5M +$1.86M +60,600 New
BRWM
303
B. Riley Wealth Management
Tennessee
$2.47M +$35.9K +1,170 +1%
KS
304
Karpas Strategies
Connecticut
$2.4M
RFC
305
Regions Financial Corp
Alabama
$2.4M -$468K -15,234 -16%
CIC
306
Canal Insurance Company
South Carolina
$2.39M
AI
307
Atria Investments
North Carolina
$2.38M +$187K +6,093 +8%
UBS AM
308
UBS AM
Illinois
$2.33M -$299K -9,739 -11%
ACP
309
Ashfield Capital Partners
California
$2.33M -$13.6K -444 -0.6%
AHC
310
Adell Harriman & Carpenter
Texas
$2.32M -$26.1K -850 -1%
Grantham, Mayo, Van Otterloo & Co (GMO)
311
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$2.32M -$900K -29,300 -28%
HCM
312
Hutner Capital Management
Vermont
$2.31M +$133K +4,340 +6%
HVIA
313
Hudson Valley Investment Advisors
New York
$2.25M -$30.5K -994 -1%
LWCFA
314
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.24M -$35.6K -1,160 -2%
BLAM
315
Bourne Lent Asset Management
New York
$2.24M -$18.2K -592 -0.8%
GTAM
316
Global Trust Asset Management
Florida
$2.23M +$4.06K +132 +0.2%
UFG
317
United Fire Group
Iowa
$2.22M
Mercer Global Advisors
318
Mercer Global Advisors
Colorado
$2.22M -$286K -9,317 -11%
SAM
319
Silvercrest Asset Management
New York
$2.21M -$419K -13,643 -16%
CA
320
Callahan Advisors
Texas
$2.21M +$547K +17,800 +32%
AWM
321
AE Wealth Management
Kansas
$2.2M -$624K -20,294 -22%
GAM
322
Griffin Asset Management
New York
$2.19M +$41.5K +1,350 +2%
CL
323
Choreo LLC
Illinois
$2.18M -$15.6K -507 -0.7%
Nomura Asset Management
324
Nomura Asset Management
Japan
$2.18M -$381K -12,385 -15%
KM
325
Kalos Management
Georgia
$2.17M -$289K -9,406 -13%

ENB Hedge Fund Activity: Q2 2020 in Review

966 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q2 2020, worth a combined $33.3B — up 1.2% from $32.9B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new ENB positions and 83 closed out — a net gain of 3 holders — while 315 added to existing stakes and 415 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $608M. The largest seller was Capital International Investors, cutting an estimated $1.77B.

  • 966 institutional investors held Enbridge (ENB) as of Q2 2020, down from 973 in Q1 2020.
  • Funds reported $33.3B of Enbridge stock for Q2 2020, up 1.2% quarter-over-quarter.
  • 86 funds opened new Enbridge positions in Q2 2020 and 83 closed out, a net change of +3 holders.
  • The largest Enbridge buyer in Q2 2020 was T. Rowe Price Associates, an estimated $608M added.
  • The largest Enbridge seller in Q2 2020 was Capital International Investors, an estimated $1.77B sold.

Based on aggregated 13F filings for Q2 2020.