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Enbridge
ENB

839 hedge funds and large institutions have $43.9B invested in Enbridge in 2017 Q1 according to their latest regulatory filings, with 523 funds opening new positions, 255 increasing their positions, 45 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,390% more first-time investments, than exits

New positions opened: 523 | Existing positions closed: 21

467% more repeat investments, than reductions

Existing positions increased: 255 | Existing positions reduced: 45

146% more funds holding

Funds holding: 341 → 839 (+498)

74% more funds holding in top 10

Funds holding in top 10: 31 → 54 (+23)

49% more capital invested

Capital invested by funds: $29.5B → $43.9B (+$14.5B)

28% more call options, than puts

Call options by funds: $103M | Put options by funds: $80.3M

10.02% less ownership

Funds ownership: 74.16% → 64.14% (-10%)

Holders
839
Holders Change
+498
Holders Change %
+146.04%
% of All Funds
20.89%
Holding in Top 10
54
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+74.19%
% of All Funds
1.34%
New
523
Increased
255
Reduced
45
Closed
21
Calls
$103M
Puts
$80.3M
Net Calls
+$22.6M
Net Calls Change
+$29.2M

Top Buyers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
+$1.63B
2
Bank of America
Bank of America
North Carolina
+$1.26B
3
Vanguard Group
Vanguard Group
Pennsylvania
+$747M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$695M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$682M

Top Sellers

Rank Fund Capital Flow
1
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$502M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$185M
3
BC
Brookfield Corp
Ontario, Canada
-$158M
4
National Pension Service
National Pension Service
South Korea
-$41.7M
5
Two Sigma Investments
Two Sigma Investments
New York
-$41.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
JIC
326
Johnson Investment Counsel
Ohio
$2.27M +$2.29M +54,251 New
JAM
327
JCIC Asset Management
Ontario, Canada
$2.26M +$268K +6,355 +13%
DLCIG
328
D.L. Carlson Investment Group
New Hampshire
$2.21M +$2.23M +52,854 New
SWM
329
SVA Wealth Management
Wisconsin
$2.19M +$556K +13,152 +33%
RCM
330
Radnor Capital Management
Pennsylvania
$2.19M +$2.22M +52,432 New
HFS
331
HL Financial Services
Kentucky
$2.17M +$2.19M +51,951 New
FMWA
332
Forvis Mazars Wealth Advisors
Missouri
$2.17M +$2.19M +51,733 New
CC
333
Cipher Capital
New York
$2.13M +$2.15M +50,865 New
FFSOTS
334
Fiduciary Financial Services of The Southwest
Texas
$2.12M +$2.14M +50,705 New
TYCC
335
Texas Yale Capital Corp
Florida
$2.11M +$2.13M +50,533 New
AG
336
Advisor Group
Arizona
$2.11M +$1.99M +47,107 +1,441%
BSB
337
Bangor Savings Bank
Maine
$2.1M +$2.12M +50,192 New
1SB
338
1ST Source Bank
Indiana
$2.09M +$2.11M +49,864 New
CIC
339
Cincinnati Indemnity Company
Ohio
$2.06M +$2.08M +49,200 New
SAMH
340
Shanda Asset Management Holdings
British Virgin Islands
$2.06M +$2.08M +49,200 New
CS
341
Credential Securities
$2.05M +$444K +10,502 +27%
IAA
342
Independent Advisor Alliance
North Carolina
$2.03M +$2.07M +49,035 New
FMT
343
First Mercantile Trust
Tennessee
$2.01M +$2.03M +48,087 New
HWA
344
Heritage Way Advisors
Illinois
$1.97M +$1.99M +47,090 New
AL
345
Aspiriant LLC
California
$1.93M +$1.94M +46,018 New
Northwestern Mutual Wealth Management
346
Northwestern Mutual Wealth Management
Wisconsin
$1.92M +$1.56M +36,887 +409%
OSNBOA
347
Old Second National Bank of Aurora
Illinois
$1.91M +$1.93M +45,696 New
Jones Financial Companies
348
Jones Financial Companies
Missouri
$1.88M +$1.36M +32,300 +255%
VFA
349
Voya Financial Advisors
Connecticut
$1.87M +$1.54M +36,484 +451%
PWW
350
Pettyjohn Wood & White
Virginia
$1.79M +$648K +15,347 +56%
12 13
14
15 16

ENB Hedge Fund Activity: Q1 2017 in Review

839 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q1 2017, worth a combined $43.9B — up 49% from $29.5B a quarter earlier.

Buyers outnumbered sellers: 523 funds opened new ENB positions and 21 closed out — a net gain of 502 holders — while 255 added to existing stakes and 45 trimmed.

The largest buyer was Capital World Investors, adding an estimated $1.63B. The largest seller was 1832 Asset Management, cutting an estimated $502M.

  • 839 institutional investors held Enbridge (ENB) as of Q1 2017, up from 341 in Q4 2016.
  • Funds reported $43.9B of Enbridge stock for Q1 2017, up 49% quarter-over-quarter.
  • 523 funds opened new Enbridge positions in Q1 2017 and 21 closed out, a net change of +502 holders.
  • The largest Enbridge buyer in Q1 2017 was Capital World Investors, an estimated $1.63B added.
  • The largest Enbridge seller in Q1 2017 was 1832 Asset Management, an estimated $502M sold.

Based on aggregated 13F filings for Q1 2017.