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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
LSWM
301
Lorne Steinberg Wealth Management
Canada
$3.06M +$262K +6,775 +10%
FVWA
302
Foster Victor Wealth Advisors
South Carolina
$3.05M +$245K +6,333 +9%
FBT
303
First Bankers Trust
Kentucky
$3.03M -$649K -16,771 -18%
AWAP
304
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$3.02M +$42.5K +1,098 +1%
KS
305
Karpas Strategies
Connecticut
$3M -$7.74K -200 -0.3%
AWM
306
AE Wealth Management
Kansas
$2.92M +$840K +21,709 +42%
PWW
307
Pettyjohn Wood & White
Virginia
$2.92M +$154K +3,985 +6%
UFG
308
United Fire Group
Iowa
$2.92M
GC
309
Guggenheim Capital
Illinois
$2.91M +$216K +5,583 +8%
VLKIM
310
Van Lanschot Kempen Investment Management
Netherlands
$2.85M +$69.8K +1,803 +4%
TC
311
Tacita Capital
Ontario, Canada
$2.84M +$92.9K +2,400 +3%
PCM
312
Parsons Capital Management
Rhode Island
$2.81M +$199K +5,145 +8%
RCM
313
Radnor Capital Management
Pennsylvania
$2.78M +$238K +6,144 +10%
ACP
314
Ashfield Capital Partners
California
$2.75M -$119K -3,068 -4%
WS
315
Wedbush Securities
California
$2.75M +$438K +11,313 +20%
MBT
316
Montecito Bank & Trust
California
$2.74M +$154K +3,978 +6%
BLAM
317
Bourne Lent Asset Management
New York
$2.73M
SAM
318
Silvercrest Asset Management
New York
$2.69M +$50.3K +1,299 +2%
FB
319
Fulton Bank
Pennsylvania
$2.66M -$89.9K -2,324 -3%
JWCA
320
J.W. Coons Advisors
Ohio
$2.64M +$35.4K +915 +1%
LWANC
321
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.64M +$214K +5,525 +9%
WC
322
Woodstock Corp
Massachusetts
$2.64M +$3.4K +88 +0.1%
FCA
323
FLC Capital Advisors
California
$2.61M +$48K +1,241 +2%
EHC
324
Everett Harris & Co
California
$2.61M -$19.2K -496 -0.8%
SAM
325
Shell Asset Management
Netherlands
$2.6M -$1.82M -47,034 -42%

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.