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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
BF
301
BOK Financial
Oklahoma
$2.33M +$338K +11,116 +18%
UFG
302
United Fire Group
Iowa
$2.33M
AP
303
Americana Partners
Texas
$2.3M +$225K +7,408 +11%
ACP
304
Ashfield Capital Partners
California
$2.27M -$58.5K -1,922 -3%
SMI
305
Shelter Mutual Insurance
Missouri
$2.27M
QIM
306
Quantitative Investment Management
Virginia
$2.27M +$695K +22,858 +48%
PI
307
PFS Investments
Georgia
$2.26M +$167K +5,493 +9%
CPIG
308
Chicago Partners Investment Group
Illinois
$2.25M -$8.58K -282 -0.4%
LWCFA
309
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.25M -$102K -3,360 -5%
FIA
310
Foundations Investment Advisors
Arizona
$2.21M +$727K +23,883 +56%
MIM
311
Manitou Investment Management
Ontario, Canada
$2.2M +$2.09M +68,830 New
QC
312
Quadrature Capital
United Kingdom
$2.2M -$10.6M -349,500 -84%
BLAM
313
Bourne Lent Asset Management
New York
$2.18M -$193K -6,336 -8%
EHC
314
Everett Harris & Co
California
$2.14M -$389K -12,799 -16%
TC
315
Tacita Capital
Ontario, Canada
$2.13M +$2.03M +66,874 New
JWCA
316
J.W. Coons Advisors
Ohio
$2.1M +$5.48K +180 +0.3%
N
317
Natixis
France
$2.1M +$2M +65,820 New
MBT
318
Montecito Bank & Trust
California
$2.1M +$154K +5,050 +8%
AWAP
319
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$2.1M +$2M +65,664 New
PCM
320
Parsons Capital Management
Rhode Island
$2.1M -$8.58K -282 -0.4%
PWW
321
Pettyjohn Wood & White
Virginia
$2.09M -$197K -6,491 -9%
HWA
322
Heritage Way Advisors
Illinois
$2.07M -$24.4K -802 -1%
VLKIM
323
Van Lanschot Kempen Investment Management
Netherlands
$2.07M -$18.1K -594 -1%
FVWA
324
Foster Victor Wealth Advisors
South Carolina
$2.05M +$218K +7,177 +13%
Cohen & Steers
325
Cohen & Steers
New York
$2.02M +$70.2K +2,307 +4%

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.