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Enbridge

830 hedge funds and large institutions have $40.2B invested in Enbridge in 2018 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 282 increasing their positions, 296 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 59

30% more call options, than puts

Call options by funds: $327M | Put options by funds: $250M

26% more funds holding in top 10

Funds holding in top 10: 3949 (+10)

21% more capital invested

Capital invested by funds: $33.1B → $40.2B (+$7.09B)

4% more funds holding

Funds holding: 795830 (+35)

5% less repeat investments, than reductions

Existing positions increased: 282 | Existing positions reduced: 296

1.41% less ownership

Funds ownership: 61.9%60.49% (-1.4%)

Holders
830
Holders Change
+35
Holders Change %
+4.4%
% of All Funds
19%
Holding in Top 10
49
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+25.64%
% of All Funds
1.12%
New
100
Increased
282
Reduced
296
Closed
59
Calls
$327M
Puts
$250M
Net Calls
+$76.2M
Net Calls Change
+$88.1M
Name Holding Trade Value Shares
Change
Change in
Stake
AL
376
Aspiriant LLC
California
$1.08M +$80.2K +2,532 +9%
MA
377
MUFG Americas
New York
$1.07M -$10.1K -320 -1%
TCM
378
Telos Capital Management
California
$1.06M +$139K +4,397 +17%
FNFDCM
379
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.06M -$544K -17,191 -37%
HCM
380
Highlander Capital Management
New Jersey
$1.06M +$73.3K +2,314 +8%
State Board of Administration of Florida Retirement System
381
State Board of Administration of Florida Retirement System
Florida
$1.05M
TCOT
382
Trust Company of Toledo
Ohio
$1.04M -$23.8K -752 -3%
SBA
383
Secrest Blakey & Associates
North Carolina
$1.04M +$55.9K +1,766 +6%
LC
384
LCNB Corp
Ohio
$1.03M +$196K +6,182 +27%
CP
385
Camelot Portfolios
Ohio
$1.03M +$353K +11,150 +63%
AMIM
386
Aull & Monroe Investment Management
Alabama
$1.02M -$30.8K -971 -3%
OAM
387
Oppenheimer Asset Management
New York
$1M -$28.6K -903 -3%
ACP
388
Ashfield Capital Partners
California
$973K -$147K -4,628 -15%
CPA
389
Clear Perspective Advisors
Illinois
$966K +$296K +9,342 +53%
ACM
390
Azimuth Capital Management
Michigan
$963K -$15.9K -502 -2%
EWM
391
Evercore Wealth Management
New York
$954K +$847K +26,743 New
FHC
392
First Heartland Consultants
Missouri
$952K +$178K +5,608 +27%
LIC
393
Lodestar Investment Counsel
Illinois
$949K +$12.7K +400 +2%
CA
394
Callahan Advisors
Texas
$937K +$831K +26,250 New
PP
395
Prudential plc
United Kingdom
$932K +$224K +7,060 +37%
CAM
396
Claret Asset Management
Quebec, Canada
$930K +$223K +7,035 +37%
BC
397
Brinker Capital
Pennsylvania
$929K -$28.5K -900 -3%
RA
398
RFG Advisory
Alabama
$928K +$824K +26,013 New
GWM
399
Geneos Wealth Management
Colorado
$926K -$15.2K -481 -2%
N
400
Natixis
France
$911K +$467K +14,756 +137%

ENB Hedge Fund Activity: Q2 2018 in Review

830 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q2 2018, worth a combined $40.2B — up 21% from $33.1B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new ENB positions and 59 closed out — a net gain of 41 holders — while 282 added to existing stakes and 296 trimmed.

The largest buyer was Fidelity International, opening a new position worth an estimated $484M. The largest seller was Mackenzie Financial, cutting an estimated $463M.

  • 830 institutional investors held Enbridge (ENB) as of Q2 2018, up from 795 in Q1 2018.
  • Funds reported $40.2B of Enbridge stock for Q2 2018, up 21% quarter-over-quarter.
  • 100 funds opened new Enbridge positions in Q2 2018 and 59 closed out, a net change of +41 holders.
  • The largest Enbridge buyer in Q2 2018 was Fidelity International, an estimated $484M added.
  • The largest Enbridge seller in Q2 2018 was Mackenzie Financial, an estimated $463M sold.

Based on aggregated 13F filings for Q2 2018.