Enbridge
ENB
327 hedge funds and large institutions have $26.6B invested in Enbridge in 2015 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 137 increasing their positions, 101 reducing their positions, and 30 closing their positions.
36% more repeat investments, than reductions
Existing positions increased: 137 | Existing positions reduced: 101
13% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 30
7% more call options, than puts
Call options by funds: $139M | Put options by funds: $129M
0.7% more ownership
Funds ownership: 64.09% → 64.79% (+0.7%)
1% less funds holding
Funds holding: 329 → 327 (-2)
5% less capital invested
Capital invested by funds: $28B → $26.6B (-$1.41B)
7% less funds holding in top 10
Funds holding in top 10: 29 → 27 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$512M |
| 2 |
Capital International Investors
Los Angeles,
California
|
+$151M |
| 3 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$113M |
| 4 |
JFL
Jarislowsky, Fraser Ltd
Montreal,
Quebec, Canada
|
+$72M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$60.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$255M |
| 2 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$139M |
| 3 |
Capital World Investors
Los Angeles,
California
|
-$98.7M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$93.4M |
| 5 |
Bank of New York Mellon
New York
|
-$65.8M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RC
351
RegentAtlantic Capital
Morristown,
New Jersey
| – | -$48.9K | -952 | Closed |
|
|
BRWA
352
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$29 | -557 | Closed |
|
353
Simplex Trading
Chicago,
Illinois
| – | -$13.6K | -282 | Closed |
|
|
NPC
354
National Planning Corporation
El Segundo,
California
| – | -$9.39K | -200 | Closed |
|
|
SEC
355
Seven Eight Capital
New York
| – | -$8K | -164 | Closed |
|
|
PMFA
356
Plante Moran Financial Advisors
Southfield,
Michigan
| – | -$1K | -10 | Closed |
|
ENB Hedge Fund Activity: Q1 2015 in Review
327 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q1 2015, worth a combined $26.6B — down 5% from $28B a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new ENB positions and 30 closed out — a net gain of 4 holders — while 137 added to existing stakes and 101 trimmed.
The largest buyer was Vanguard Group, opening a new position worth an estimated $512M. The largest seller was Deutsche Bank, cutting an estimated $255M.
- 327 institutional investors held Enbridge (ENB) as of Q1 2015, down from 329 in Q4 2014.
- Funds reported $26.6B of Enbridge stock for Q1 2015, down 5% quarter-over-quarter.
- 34 funds opened new Enbridge positions in Q1 2015 and 30 closed out, a net change of +4 holders.
- The largest Enbridge buyer in Q1 2015 was Vanguard Group, an estimated $512M added.
- The largest Enbridge seller in Q1 2015 was Deutsche Bank, an estimated $255M sold.
Based on aggregated 13F filings for Q1 2015.