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Enbridge

1,100 hedge funds and large institutions have $45B invested in Enbridge in 2019 Q4 according to their latest regulatory filings, with 181 funds opening new positions, 363 increasing their positions, 368 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

269% more first-time investments, than exits

New positions opened: 181 | Existing positions closed: 49

116% more call options, than puts

Call options by funds: $420M | Put options by funds: $194M

15% more capital invested

Capital invested by funds: $39.1B → $45B (+$5.96B)

12% more funds holding

Funds holding: 9821,100 (+118)

3% more funds holding in top 10

Funds holding in top 10: 6163 (+2)

1.07% more ownership

Funds ownership: 54.73%55.8% (+1.1%)

1% less repeat investments, than reductions

Existing positions increased: 363 | Existing positions reduced: 368

Holders
1,100
Holders Change
+118
Holders Change %
+12.02%
% of All Funds
21.67%
Holding in Top 10
63
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.28%
% of All Funds
1.24%
New
181
Increased
363
Reduced
368
Closed
49
Calls
$420M
Puts
$194M
Net Calls
+$225M
Net Calls Change
+$117M
Name Holding Trade Value Shares
Change
Change in
Stake
BP
426
Ballentine Partners
Massachusetts
$1.44M -$160K -4,295 -11%
Rockefeller Capital Management
427
Rockefeller Capital Management
New York
$1.43M -$530K -14,179 -28%
VAS
428
Vestmark Advisory Solutions
Massachusetts
$1.43M +$59.9K +1,603 +5%
AIC
429
Aurora Investment Counsel
Georgia
$1.43M -$731K -19,580 -35%
FA
430
FDx Advisors
Illinois
$1.43M -$52.3K -1,399 -4%
1SB
431
1ST Source Bank
Indiana
$1.42M -$25.6K -685 -2%
TC
432
Truvestments Capital
Florida
$1.41M -$52K -1,391 -4%
AA
433
Ancora Advisors
Ohio
$1.4M +$967K +25,883 +276%
EWM
434
Evercore Wealth Management
New York
$1.39M -$151K -4,056 -10%
FC
435
FORA Capital
Florida
$1.36M +$1.28M +34,262 New
AA
436
AQR Arbitrage
Connecticut
$1.35M
SS
437
Sunbelt Securities
Texas
$1.35M +$4.93K +132 +0.4%
WSCM
438
Wellington Shields Capital Management
New York
$1.32M -$51K -1,366 -4%
GIBU
439
Gulf International Bank (UK)
United Kingdom
$1.32M -$61.6K -1,650 -5%
WAM
440
Wolverine Asset Management
Illinois
$1.31M
BCM
441
Brookstone Capital Management
Illinois
$1.3M -$8.37K -224 -0.7%
CCC
442
Chelsea Counsel Company
California
$1.29M
PI
443
PFS Investments
Georgia
$1.28M +$549K +14,706 +84%
RCIM
444
Russell Clark Investment Management
United Kingdom
$1.27M +$261K +7,000 +28%
FBT
445
First Bank & Trust
South Dakota
$1.26M +$59.6K +1,597 +5%
OAM
446
Oppenheimer Asset Management
New York
$1.23M -$265K -7,096 -19%
SB
447
Simmons Bank
Arkansas
$1.22M -$106K -2,841 -8%
CTA
448
Colonial Trust Advisors
South Carolina
$1.21M +$224 +6 +0%
FIA
449
Foundations Investment Advisors
Arizona
$1.21M -$182K -4,879 -14%
LC
450
LCNB Corp
Ohio
$1.21M -$18.6K -498 -2%

ENB Hedge Fund Activity: Q4 2019 in Review

1,100 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q4 2019, worth a combined $45B — up 15% from $39.1B a quarter earlier.

Buyers outnumbered sellers: 181 funds opened new ENB positions and 49 closed out — a net gain of 132 holders — while 363 added to existing stakes and 368 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $659M. The largest seller was Zimmer Partners, exiting entirely with an estimated $292M sold.

  • 1,100 institutional investors held Enbridge (ENB) as of Q4 2019, up from 982 in Q3 2019.
  • Funds reported $45B of Enbridge stock for Q4 2019, up 15% quarter-over-quarter.
  • 181 funds opened new Enbridge positions in Q4 2019 and 49 closed out, a net change of +132 holders.
  • The largest Enbridge buyer in Q4 2019 was Capital Research Global Investors, an estimated $659M added.
  • The largest Enbridge seller in Q4 2019 was Zimmer Partners, an estimated $292M sold.

Based on aggregated 13F filings for Q4 2019.