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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
LIC
426
Lodestar Investment Counsel
Illinois
$970K +$116K +3,600 +13%
SB
427
Simmons Bank
Arkansas
$961K +$49.5K +1,540 +5%
QI
428
QS Investors
New York
$961K +$497K +15,470 +100%
WAM
429
World Asset Management
Michigan
$955K -$410K -12,757 -29%
TIP
430
Torray Investment Partners
Maryland
$953K -$13.7M -424,615 -93%
FMT
431
First Mercantile Trust
Tennessee
$949K -$126K -3,904 -11%
BP
432
Ballentine Partners
Massachusetts
$949K -$89.1K -2,772 -8%
EWM
433
Evercore Wealth Management
New York
$949K +$57.5K +1,787 +6%
CAMG
434
CWA Asset Management Group
Florida
$945K +$978K +30,410 New
CTA
435
Colonial Trust Advisors
South Carolina
$944K -$58K -1,804 -6%
TCOT
436
Trust Company of Toledo
Ohio
$942K +$48.6K +1,512 +5%
ACM
437
Adalta Capital Management
New York
$927K -$190K -5,894 -17%
State Board of Administration of Florida Retirement System
438
State Board of Administration of Florida Retirement System
Florida
$917K
LC
439
LCNB Corp
Ohio
$910K +$7.56K +235 +0.8%
TF
440
TIAA FSB
Florida
$905K -$24.9K -773 -3%
MA
441
MUFG Americas
New York
$904K -$20K -622 -2%
AMIM
442
Aull & Monroe Investment Management
Alabama
$902K +$1.74K +54 +0.2%
CFB
443
Cullen/Frost Bankers
Texas
$894K +$197K +6,135 +27%
FVWA
444
Foster Victor Wealth Advisors
South Carolina
$875K +$906K +28,162 New
WSC
445
Wellington Shields & Co
New York
$870K +$900K +27,983 New
LOAME
446
Lombard Odier Asset Management (Europe)
United Kingdom
$866K +$79.6K +2,474 +14%
BFC
447
Blue Fin Capital
Rhode Island
$864K -$120K -3,737 -12%
IA
448
IFG Advisory
Georgia
$861K +$299K +9,303 +51%
FIA
449
Foundations Investment Advisors
Arizona
$855K -$9.87K -307 -1%
GH
450
GAM Holding
Switzerland
$855K +$885K +27,527 New

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.