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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
ASN
376
Advisory Services Network
Georgia
$1.9M +$56.1K +1,422 +3%
TCMG
377
TSP Capital Management Group
New Jersey
$1.89M
HVIA
378
Hudson Valley Investment Advisors
New York
$1.89M +$1.97K +50 +0.1%
KM
379
Kalos Management
Georgia
$1.89M -$179K -4,531 -9%
QIM
380
Quantitative Investment Management
Virginia
$1.88M +$1.86M +47,237 New
BCI
381
Brinker Capital Investments
Pennsylvania
$1.88M
BCM
382
Beck Capital Management
Texas
$1.88M +$435K +11,036 +31%
SWM
383
Spire Wealth Management
Virginia
$1.86M +$24.9K +632 +1%
SA
384
Strategic Advisors
New York
$1.86M +$1.39M +35,215 +307%
DAC
385
Dividend Assets Capital
South Carolina
$1.85M +$148K +3,750 +9%
VPI
386
Value Partners Investments
Manitoba, Canada
$1.84M +$11.7K +297 +0.6%
Mercer Global Advisors
387
Mercer Global Advisors
Colorado
$1.83M +$269K +6,816 +17%
S
388
Seeyond
France
$1.82M -$213K -5,394 -11%
SA
389
SL Advisors
New Jersey
$1.82M -$43.4K -1,101 -2%
PFSC
390
Peoples Financial Services Corp
Pennsylvania
$1.81M -$48.9K -1,239 -3%
FA
391
FDx Advisors
Illinois
$1.81M +$156K +3,951 +10%
ISWM
392
Independent Solutions Wealth Management
New York
$1.79M +$43.7K +1,107 +3%
HWAM
393
Hennion & Walsh Asset Management
New Jersey
$1.75M +$718K +18,216 +71%
CAM
394
Cozad Asset Management
Illinois
$1.75M +$110K +2,779 +7%
American Century Companies
395
American Century Companies
Missouri
$1.75M +$272K +6,900 +19%
TA
396
Tectonic Advisors
Texas
$1.74M +$355K +9,006 +26%
BCA
397
Bay Colony Advisors
Massachusetts
$1.74M +$503K +12,755 +41%
ANI
398
American National Insurance
Texas
$1.74M -$1.38K -35 -0.1%
HNB
399
Huntington National Bank
Ohio
$1.72M -$707K -17,919 -29%
SPIA
400
Steward Partners Investment Advisory
New York
$1.72M +$137K +3,478 +9%

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.