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Enbridge

964 hedge funds and large institutions have $36B invested in Enbridge in 2018 Q4 according to their latest regulatory filings, with 204 funds opening new positions, 424 increasing their positions, 233 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

172% more first-time investments, than exits

New positions opened: 204 | Existing positions closed: 75

85% more funds holding in top 10

Funds holding in top 10: 3463 (+29)

82% more repeat investments, than reductions

Existing positions increased: 424 | Existing positions reduced: 233

14% more funds holding

Funds holding: 844964 (+120)

9% more capital invested

Capital invested by funds: $33.1B → $36B (+$2.94B)

2.19% less ownership

Funds ownership: 59.52%57.32% (-2.2%)

13% less call options, than puts

Call options by funds: $130M | Put options by funds: $148M

Holders
964
Holders Change
+120
Holders Change %
+14.22%
% of All Funds
21.48%
Holding in Top 10
63
Holding in Top 10 Change
+29
Holding in Top 10 Change %
+85.29%
% of All Funds
1.4%
New
204
Increased
424
Reduced
233
Closed
75
Calls
$130M
Puts
$148M
Net Calls
-$18.8M
Net Calls Change
+$66.3M
Name Holding Trade Value Shares
Change
Change in
Stake
RJT
401
Raymond James Trust
Florida
$1.17M +$104K +3,233 +9%
GIBU
402
Gulf International Bank (UK)
United Kingdom
$1.17M +$181K +5,627 +18%
FFA
403
First Foundation Advisors
California
$1.16M +$768K +23,875 +176%
ASN
404
Advisory Services Network
Georgia
$1.16M +$208K +6,475 +21%
CA
405
Callahan Advisors
Texas
$1.15M +$194K +6,030 +19%
1SB
406
1ST Source Bank
Indiana
$1.15M -$19.1K -595 -2%
WSCM
407
Wellington Shields Capital Management
New York
$1.13M +$1.17M +36,373 New
FWIA
408
Fort Washington Investment Advisors
Ohio
$1.13M +$86.3K +2,684 +8%
CC
409
Cedar Capital
Illinois
$1.12M -$167K -5,178 -13%
SWP
410
Stratos Wealth Partners
Ohio
$1.1M +$158K +4,924 +16%
SIS
411
Sound Income Strategies
Florida
$1.09M +$66K +2,052 +6%
AAS
412
Avantax Advisory Services
Texas
$1.09M +$1.13M +35,170 New
Millennium Management
413
Millennium Management
New York
$1.08M -$6.23M -193,691 -85%
CCC
414
Chelsea Counsel Company
California
$1.06M +$16.3K +506 +2%
AA
415
AQR Arbitrage
Connecticut
$1.06M +$1.09M +33,984 New
WS
416
Wedbush Securities
California
$1.05M +$390K +12,141 +56%
LNWWM
417
Laird Norton Wetherby Wealth Management
California
$1.04M +$18.3K +569 +2%
GI
418
GAMCO Investors
Connecticut
$1.02M -$348K -10,835 -25%
VV
419
Verity & Verity
South Carolina
$1.01M +$1.05M +32,582 New
WFMPM
420
Woodley Farra Manion Portfolio Management
Indiana
$1M -$72.2K -2,246 -7%
AI
421
Atria Investments
North Carolina
$990K +$29.8K +927 +3%
PLFAM
422
Pineno Levin & Ford Asset Management
Virginia
$982K +$11.4K +355 +1%
FDS
423
Freedom Day Solutions
Texas
$979K -$452K -14,047 -31%
DSC
424
Duncker Streett & Co
Missouri
$975K -$88.4K -2,749 -8%
AWM
425
AE Wealth Management
Kansas
$974K +$23.8K +740 +2%

ENB Hedge Fund Activity: Q4 2018 in Review

964 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q4 2018, worth a combined $36B — up 8.9% from $33.1B a quarter earlier.

Buyers outnumbered sellers: 204 funds opened new ENB positions and 75 closed out — a net gain of 129 holders — while 424 added to existing stakes and 233 trimmed.

The largest buyer was Fidelity International, adding an estimated $631M. The largest seller was OMERS Administration Corp, cutting an estimated $190M.

  • 964 institutional investors held Enbridge (ENB) as of Q4 2018, up from 844 in Q3 2018.
  • Funds reported $36B of Enbridge stock for Q4 2018, up 8.9% quarter-over-quarter.
  • 204 funds opened new Enbridge positions in Q4 2018 and 75 closed out, a net change of +129 holders.
  • The largest Enbridge buyer in Q4 2018 was Fidelity International, an estimated $631M added.
  • The largest Enbridge seller in Q4 2018 was OMERS Administration Corp, an estimated $190M sold.

Based on aggregated 13F filings for Q4 2018.