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Enbridge

964 hedge funds and large institutions have $36B invested in Enbridge in 2018 Q4 according to their latest regulatory filings, with 204 funds opening new positions, 424 increasing their positions, 233 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

172% more first-time investments, than exits

New positions opened: 204 | Existing positions closed: 75

85% more funds holding in top 10

Funds holding in top 10: 3463 (+29)

82% more repeat investments, than reductions

Existing positions increased: 424 | Existing positions reduced: 233

14% more funds holding

Funds holding: 844964 (+120)

9% more capital invested

Capital invested by funds: $33.1B → $36B (+$2.94B)

2.19% less ownership

Funds ownership: 59.52%57.32% (-2.2%)

13% less call options, than puts

Call options by funds: $130M | Put options by funds: $148M

Holders
964
Holders Change
+120
Holders Change %
+14.22%
% of All Funds
21.48%
Holding in Top 10
63
Holding in Top 10 Change
+29
Holding in Top 10 Change %
+85.29%
% of All Funds
1.4%
New
204
Increased
424
Reduced
233
Closed
75
Calls
$130M
Puts
$148M
Net Calls
-$18.8M
Net Calls Change
+$66.3M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
326
Alterna Wealth Management
Texas
$2.12M +$1.72M +53,365 New
ZCA
327
Zeke Capital Advisors
Pennsylvania
$2.1M +$451K +14,023 +26%
WC
328
Woodstock Corp
Massachusetts
$2.06M -$328K -10,215 -13%
FFSOTS
329
Fiduciary Financial Services of The Southwest
Texas
$2.05M +$522K +16,244 +33%
CCB
330
Cutter & Co Brokerage
Missouri
$2.01M +$2.08M +64,555 New
CCM
331
Cohen Capital Management
California
$1.97M +$1.75M +54,349 +595%
UCFA
332
United Capital Financial Advisors
Texas
$1.96M +$202K +6,269 +11%
HWA
333
Heritage Way Advisors
Illinois
$1.94M +$130K +4,038 +7%
HFBOT
334
Home Federal Bank of Tennessee
Tennessee
$1.94M
TSWM
335
Triangle Securities Wealth Management
North Carolina
$1.93M +$106K +3,290 +6%
EWA
336
ERTS Wealth Advisors
Michigan
$1.91M +$1.97M +61,307 New
PJSIMP
337
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.9M +$89.9K +2,796 +5%
RCM
338
Radnor Capital Management
Pennsylvania
$1.9M +$13.2K +410 +0.7%
HCM
339
Hutner Capital Management
Vermont
$1.89M +$1.25M +39,009 +179%
BF
340
BOK Financial
Oklahoma
$1.89M +$49.6K +1,542 +3%
Balyasny Asset Management
341
Balyasny Asset Management
Illinois
$1.88M -$1.9M -59,228 -49%
BAS
342
Brown Advisory Securities
Maryland
$1.88M -$28.2K -877 -1%
PL
343
Plancorp LLC
Missouri
$1.87M +$1.93M +60,148 New
BSB
344
Bangor Savings Bank
Maine
$1.82M -$152K -4,723 -7%
JIC
345
Johnson Investment Counsel
Ohio
$1.81M +$115K +3,572 +7%
GCM
346
Grisanti Capital Management
New York
$1.79M -$47.4K -1,475 -2%
HFM
347
Hartford Financial Management
Connecticut
$1.79M +$297K +9,235 +19%
BLAM
348
Bourne Lent Asset Management
New York
$1.79M -$463K -14,385 -20%
SCA
349
Stonebridge Capital Advisors
Minnesota
$1.77M +$247K +7,685 +16%
JHCP
350
Jackson Hole Capital Partners
Oklahoma
$1.76M +$1.82M +56,594 New

ENB Hedge Fund Activity: Q4 2018 in Review

964 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q4 2018, worth a combined $36B — up 8.9% from $33.1B a quarter earlier.

Buyers outnumbered sellers: 204 funds opened new ENB positions and 75 closed out — a net gain of 129 holders — while 424 added to existing stakes and 233 trimmed.

The largest buyer was Fidelity International, adding an estimated $631M. The largest seller was OMERS Administration Corp, cutting an estimated $190M.

  • 964 institutional investors held Enbridge (ENB) as of Q4 2018, up from 844 in Q3 2018.
  • Funds reported $36B of Enbridge stock for Q4 2018, up 8.9% quarter-over-quarter.
  • 204 funds opened new Enbridge positions in Q4 2018 and 75 closed out, a net change of +129 holders.
  • The largest Enbridge buyer in Q4 2018 was Fidelity International, an estimated $631M added.
  • The largest Enbridge seller in Q4 2018 was OMERS Administration Corp, an estimated $190M sold.

Based on aggregated 13F filings for Q4 2018.