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Enbridge

1,100 hedge funds and large institutions have $45B invested in Enbridge in 2019 Q4 according to their latest regulatory filings, with 181 funds opening new positions, 363 increasing their positions, 368 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

269% more first-time investments, than exits

New positions opened: 181 | Existing positions closed: 49

116% more call options, than puts

Call options by funds: $420M | Put options by funds: $194M

15% more capital invested

Capital invested by funds: $39.1B → $45B (+$5.96B)

12% more funds holding

Funds holding: 9821,100 (+118)

3% more funds holding in top 10

Funds holding in top 10: 6163 (+2)

1.07% more ownership

Funds ownership: 54.73%55.8% (+1.1%)

1% less repeat investments, than reductions

Existing positions increased: 363 | Existing positions reduced: 368

Holders
1,100
Holders Change
+118
Holders Change %
+12.02%
% of All Funds
21.67%
Holding in Top 10
63
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.28%
% of All Funds
1.24%
New
181
Increased
363
Reduced
368
Closed
49
Calls
$420M
Puts
$194M
Net Calls
+$225M
Net Calls Change
+$117M
Name Holding Trade Value Shares
Change
Change in
Stake
GTAM
351
Global Trust Asset Management
Florida
$2.46M
FAAS
352
First Allied Advisory Services
California
$2.43M -$96.9K -2,595 -4%
HVIA
353
Hudson Valley Investment Advisors
New York
$2.42M +$327K +8,760 +17%
CNFG
354
Creegan & Nassoura Financial Group
New Hampshire
$2.4M +$2.25M +60,250 New
RCM
355
Radnor Capital Management
Pennsylvania
$2.38M
WC
356
Woodstock Corp
Massachusetts
$2.38M -$52.7K -1,411 -2%
AI
357
Atria Investments
North Carolina
$2.37M +$679K +18,193 +44%
KM
358
Kalos Management
Georgia
$2.36M -$40.9K -1,094 -2%
NNP
359
Nachman Norwood & Parrott
South Carolina
$2.35M +$19.4K +519 +0.9%
PL
360
Plancorp LLC
Missouri
$2.35M
PWW
361
Pettyjohn Wood & White
Virginia
$2.34M -$19.8K -531 -0.9%
CTC
362
Central Trust Company
Missouri
$2.34M +$83.4K +2,233 +4%
PJSIMP
363
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.33M -$76.8K -2,055 -3%
N
364
Natixis
France
$2.33M +$361K +9,660 +20%
BB
365
Busey Bank
Illinois
$2.28M -$45.5K -1,219 -2%
JHCP
366
Jackson Hole Capital Partners
Oklahoma
$2.26M -$149K -4,000 -7%
BSB
367
Bangor Savings Bank
Maine
$2.26M +$181K +4,856 +9%
Susquehanna International Group
368
Susquehanna International Group
Pennsylvania
$2.24M -$1.08M -28,855 -34%
CIMLRA
369
CBRE Investment Management Listed Real Assets
Pennsylvania
$2.22M +$2.09M +55,871 New
JCM
370
Jacobi Capital Management
Pennsylvania
$2.21M +$12.2K +326 +0.6%
SIS
371
Sound Income Strategies
Florida
$2.21M +$178K +4,760 +9%
RJT
372
Raymond James Trust
Florida
$2.15M -$168K -4,504 -8%
SG Americas Securities
373
SG Americas Securities
New York
$2.14M -$283K -7,568 -15%
PAMP
374
Polar Asset Management Partners
Ontario, Canada
$2.13M +$2M +53,606 New
BAM
375
Blueshift Asset Management
New Jersey
$2.13M +$445K +11,918 +29%

ENB Hedge Fund Activity: Q4 2019 in Review

1,100 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q4 2019, worth a combined $45B — up 15% from $39.1B a quarter earlier.

Buyers outnumbered sellers: 181 funds opened new ENB positions and 49 closed out — a net gain of 132 holders — while 363 added to existing stakes and 368 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $659M. The largest seller was Zimmer Partners, exiting entirely with an estimated $292M sold.

  • 1,100 institutional investors held Enbridge (ENB) as of Q4 2019, up from 982 in Q3 2019.
  • Funds reported $45B of Enbridge stock for Q4 2019, up 15% quarter-over-quarter.
  • 181 funds opened new Enbridge positions in Q4 2019 and 49 closed out, a net change of +132 holders.
  • The largest Enbridge buyer in Q4 2019 was Capital Research Global Investors, an estimated $659M added.
  • The largest Enbridge seller in Q4 2019 was Zimmer Partners, an estimated $292M sold.

Based on aggregated 13F filings for Q4 2019.