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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
TIP
351
Torray Investment Partners
Maryland
$2.31M +$45K +1,140 +2%
JHCP
352
Jackson Hole Capital Partners
Oklahoma
$2.29M +$118K +3,000 +5%
HI
353
Harbour Investments
Wisconsin
$2.29M -$86.7K -2,199 -4%
V
354
Veritable
Delaware
$2.27M -$154K -3,906 -6%
PCM
355
Poehling Capital Management
Wisconsin
$2.27M -$164K -4,158 -7%
CNFG
356
Creegan & Nassoura Financial Group
New Hampshire
$2.25M -$5.92K -150 -0.3%
CA
357
Cetera Advisors
Colorado
$2.2M +$820K +20,790 +60%
HFBOT
358
Home Federal Bank of Tennessee
Tennessee
$2.15M -$39.4K -1,000 -2%
SG Americas Securities
359
SG Americas Securities
New York
$2.11M -$50.2K -1,274 -3%
LSAG
360
Lake Street Advisors Group
New Hampshire
$2.07M +$2.05M +52,048 New
TC
361
TownSquare Capital
Utah
$2.06M +$615K +15,595 +43%
ECM
362
Evergreen Capital Management
Washington
$2.06M +$331K +8,381 +19%
AT
363
Arden Trust
Delaware
$2.05M +$147K +3,717 +8%
BTWM
364
Baker Tilly Wealth Management
Wisconsin
$2.03M +$381K +9,648 +23%
GTAM
365
Global Trust Asset Management
Florida
$2.02M -$94.5K -2,396 -4%
AA
366
Ancora Advisors
Ohio
$2.02M +$37.7K +955 +2%
MNBTD
367
Moody National Bank Trust Division
Texas
$2M +$2.37K +60 +0.1%
LWCFA
368
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.99M -$45.2K -1,145 -2%
HT
369
HighTower Trust
Texas
$1.97M -$49.3K -1,250 -2%
JAM
370
JCIC Asset Management
Ontario, Canada
$1.97M +$31.6K +800 +2%
CIC
371
Cincinnati Indemnity Company
Ohio
$1.96M
Lido Advisors
372
Lido Advisors
California
$1.96M +$1.94M +49,160 New
Daiwa Securities Group
373
Daiwa Securities Group
Japan
$1.93M +$1.57M +39,700 +446%
MIM
374
Manitou Investment Management
Ontario, Canada
$1.93M
HFM
375
Hartford Financial Management
Connecticut
$1.91M +$2.17K +55 +0.1%

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.