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Enbridge

1,109 hedge funds and large institutions have $39.8B invested in Enbridge in 2021 Q2 according to their latest regulatory filings, with 130 funds opening new positions, 460 increasing their positions, 329 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 63

40% more repeat investments, than reductions

Existing positions increased: 460 | Existing positions reduced: 329

32% more call options, than puts

Call options by funds: $626M | Put options by funds: $473M

8% more capital invested

Capital invested by funds: $36.9B → $39.8B (+$2.95B)

6% more funds holding

Funds holding: 1,0471,109 (+62)

0.75% less ownership

Funds ownership: 49.65%48.91% (-0.75%)

5% less funds holding in top 10

Funds holding in top 10: 4442 (-2)

Holders
1,109
Holders Change
+62
Holders Change %
+5.92%
% of All Funds
19.3%
Holding in Top 10
42
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.55%
% of All Funds
0.73%
New
130
Increased
460
Reduced
329
Closed
63
Calls
$626M
Puts
$473M
Net Calls
+$153M
Net Calls Change
+$46.8M
Name Holding Trade Value Shares
Change
Change in
Stake
VEA
401
Virtus ETF Advisers
New York
$1.61M -$95.6K -2,470 -6%
AAS
402
Avantax Advisory Services
Texas
$1.6M +$1.55M +40,034 New
SPIA
403
Steward Partners Investment Advisory
New York
$1.59M -$523K -13,509 -25%
UBS AM
404
UBS AM
Illinois
$1.57M -$958K -24,765 -39%
SIGI
405
Susquehanna International Group (Ireland)
Ireland
$1.57M +$1.52M +39,323 New
Mercer Global Advisors
406
Mercer Global Advisors
Colorado
$1.57M -$250K -6,461 -14%
JCM
407
Jacobi Capital Management
Pennsylvania
$1.55M +$10.6K +275 +0.7%
CP
408
Camelot Portfolios
Ohio
$1.55M +$29.8K +770 +2%
SSB
409
Sandy Spring Bank
Maryland
$1.52M -$130K -3,358 -8%
IA
410
IFG Advisory
Georgia
$1.5M +$92.1K +2,380 +7%
American Century Companies
411
American Century Companies
Missouri
$1.48M +$267K +6,906 +23%
TC
412
TownSquare Capital
Utah
$1.45M +$322K +8,322 +30%
BCM
413
Beck Capital Management
Texas
$1.44M +$1.4M +36,064 New
PFS
414
Prospera Financial Services
Texas
$1.44M +$23.3K +601 +2%
AWC
415
Abundance Wealth Counselors
Pennsylvania
$1.44M +$1.39M +35,959 New
JIC
416
Johnson Investment Counsel
Ohio
$1.43M +$11K +283 +0.8%
EAM
417
Erste Asset Management
Austria
$1.42M +$637K +16,450 +85%
LWAC
418
Laurel Wealth Advisors (California)
California
$1.4M +$276K +7,136 +26%
TA
419
Tectonic Advisors
Texas
$1.39M +$200K +5,171 +17%
TA
420
Tiedemann Advisors
New York
$1.39M -$44.7K -1,155 -3%
CA
421
Cetera Advisors
Colorado
$1.38M +$62.1K +1,606 +5%
AIA
422
Avalon Investment & Advisory
Texas
$1.34M -$194K -5,017 -13%
CAMG
423
CWA Asset Management Group
Florida
$1.34M +$23.1K +597 +2%
CCC
424
Chelsea Counsel Company
California
$1.3M
RCIM
425
Russell Clark Investment Management
United Kingdom
$1.28M

ENB Hedge Fund Activity: Q2 2021 in Review

1,109 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q2 2021, worth a combined $39.8B — up 8% from $36.9B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new ENB positions and 63 closed out — a net gain of 67 holders — while 460 added to existing stakes and 329 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $675M. The largest seller was Jarislowsky, Fraser Ltd, cutting an estimated $529M.

  • 1,109 institutional investors held Enbridge (ENB) as of Q2 2021, up from 1,047 in Q1 2021.
  • Funds reported $39.8B of Enbridge stock for Q2 2021, up 8% quarter-over-quarter.
  • 130 funds opened new Enbridge positions in Q2 2021 and 63 closed out, a net change of +67 holders.
  • The largest Enbridge buyer in Q2 2021 was Bank of Montreal, an estimated $675M added.
  • The largest Enbridge seller in Q2 2021 was Jarislowsky, Fraser Ltd, an estimated $529M sold.

Based on aggregated 13F filings for Q2 2021.