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Enbridge

1,090 hedge funds and large institutions have $40.1B invested in Enbridge in 2021 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 445 increasing their positions, 344 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 445 | Existing positions reduced: 344

5% more funds holding in top 10

Funds holding in top 10: 4244 (+2)

0.72% more ownership

Funds ownership: 48.91%49.62% (+0.72%)

1% more capital invested

Capital invested by funds: $39.8B → $40.1B (+$241M)

4% less first-time investments, than exits

New positions opened: 78 | Existing positions closed: 81

2% less funds holding

Funds holding: 1,1091,090 (-19)

24% less call options, than puts

Call options by funds: $725M | Put options by funds: $960M

Holders
1,090
Holders Change
-19
Holders Change %
-1.71%
% of All Funds
19.08%
Holding in Top 10
44
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.76%
% of All Funds
0.77%
New
78
Increased
445
Reduced
344
Closed
81
Calls
$725M
Puts
$960M
Net Calls
-$235M
Net Calls Change
-$388M
Name Holding Trade Value Shares
Change
Change in
Stake
LWANC
301
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.25M +$625K +15,837 +24%
VFA
302
Voya Financial Advisors
Connecticut
$3.23M -$57.3K -1,452 -2%
BRWM
303
B. Riley Wealth Management
Tennessee
$3.23M -$120K -3,055 -4%
LSWM
304
Lorne Steinberg Wealth Management
Canada
$3.19M +$163K +4,125 +5%
GWM
305
Geneos Wealth Management
Colorado
$3.18M +$114K +2,894 +4%
RCM
306
Radnor Capital Management
Pennsylvania
$3.18M +$420K +10,644 +15%
Wolverine Trading
307
Wolverine Trading
Illinois
$3.16M +$1.04M +26,331 +50%
KS
308
Karpas Strategies
Connecticut
$3.16M
AWM
309
AE Wealth Management
Kansas
$3.13M +$223K +5,658 +8%
FVWA
310
Foster Victor Wealth Advisors
South Carolina
$3.08M +$45.4K +1,150 +2%
DR
311
Davis Rea
Ontario, Canada
$3.06M -$195K -4,952 -6%
CIC
312
Canal Insurance Company
South Carolina
$3.06M -$15.8K -400 -0.5%
AHC
313
Adell Harriman & Carpenter
Texas
$3.04M +$623K +15,801 +26%
VLKIM
314
Van Lanschot Kempen Investment Management
Netherlands
$3.01M +$29.3K +742 +2%
AWAP
315
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$2.99M -$15.7K -397 -0.5%
Natixis Advisors
316
Natixis Advisors
Massachusetts
$2.97M +$503K +12,759 +21%
PWW
317
Pettyjohn Wood & White
Virginia
$2.93M +$31.6K +800 +1%
UFG
318
United Fire Group
Iowa
$2.9M
TC
319
Tacita Capital
Ontario, Canada
$2.85M +$43.2K +1,095 +2%
MBT
320
Montecito Bank & Trust
California
$2.83M +$103K +2,617 +4%
JWCA
321
J.W. Coons Advisors
Ohio
$2.81M +$178K +4,520 +7%
WS
322
Wedbush Securities
California
$2.81M +$73.5K +1,863 +3%
FBT
323
First Bankers Trust
Kentucky
$2.78M -$232K -5,882 -8%
Walleye Trading
324
Walleye Trading
New York
$2.76M +$1.94M +49,101 +242%
ACP
325
Ashfield Capital Partners
California
$2.72M -$15.8K -401 -0.6%

ENB Hedge Fund Activity: Q3 2021 in Review

1,090 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q3 2021, worth a combined $40.1B — up 0.61% from $39.8B a quarter earlier.

Sellers outnumbered buyers: 81 funds closed out of ENB and 78 opened new positions — a net loss of 3 holders — while 344 trimmed existing stakes and 445 added.

The largest buyer was Bank of Montreal, adding an estimated $337M. The largest seller was Jarislowsky, Fraser Ltd, cutting an estimated $378M.

  • 1,090 institutional investors held Enbridge (ENB) as of Q3 2021, down from 1,109 in Q2 2021.
  • Funds reported $40.1B of Enbridge stock for Q3 2021, up 0.61% quarter-over-quarter.
  • 78 funds opened new Enbridge positions in Q3 2021 and 81 closed out, a net change of -3 holders.
  • The largest Enbridge buyer in Q3 2021 was Bank of Montreal, an estimated $337M added.
  • The largest Enbridge seller in Q3 2021 was Jarislowsky, Fraser Ltd, an estimated $378M sold.

Based on aggregated 13F filings for Q3 2021.