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Enbridge

966 hedge funds and large institutions have $33.3B invested in Enbridge in 2020 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 315 increasing their positions, 415 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more call options, than puts

Call options by funds: $309M | Put options by funds: $218M

4% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 83

1% more capital invested

Capital invested by funds: $32.9B → $33.3B (+$406M)

1% less funds holding

Funds holding: 973966 (-7)

1.81% less ownership

Funds ownership: 55.82%54.01% (-1.8%)

24% less repeat investments, than reductions

Existing positions increased: 315 | Existing positions reduced: 415

29% less funds holding in top 10

Funds holding in top 10: 5942 (-17)

Holders
966
Holders Change
-7
Holders Change %
-0.72%
% of All Funds
19.81%
Holding in Top 10
42
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-28.81%
% of All Funds
0.86%
New
86
Increased
315
Reduced
415
Closed
83
Calls
$309M
Puts
$218M
Net Calls
+$91.2M
Net Calls Change
+$121M
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
426
Blueshift Asset Management
New Jersey
$977K +$987K +32,116 New
SS
427
Simplicity Solutions
Minnesota
$973K -$619K -20,135 -39%
RCIM
428
Russell Clark Investment Management
United Kingdom
$973K
1SB
429
1ST Source Bank
Indiana
$964K -$14.5K -472 -1%
IG
430
ING Group
Netherlands
$962K +$614K +20,000 +172%
LWAC
431
Laurel Wealth Advisors (California)
California
$959K -$248K -8,074 -20%
AA
432
Argent Advisors
Louisiana
$958K +$191K +6,223 +25%
FIM
433
Fruth Investment Management
Texas
$930K +$83K +2,700 +10%
CTA
434
Colonial Trust Advisors
South Carolina
$925K -$2.67K -87 -0.3%
EP
435
Eudaimonia Partners
Tennessee
$920K +$34.6K +1,127 +4%
EWM
436
Evercore Wealth Management
New York
$907K -$112K -3,658 -11%
KJHP
437
K.J. Harrison & Partners
Ontario, Canada
$905K -$80.8K -2,630 -8%
State Board of Administration of Florida Retirement System
438
State Board of Administration of Florida Retirement System
Florida
$903K
WSCM
439
Wellington Shields Capital Management
New York
$902K -$113K -3,685 -11%
PCM
440
Poehling Capital Management
Wisconsin
$900K +$909K +29,571 New
WSC
441
Wellington Shields & Co
New York
$891K +$9.22K +300 +1%
SWP
442
Stratos Wealth Partners
Ohio
$890K +$74.8K +2,434 +9%
CIAS
443
Capital Investment Advisory Services
North Carolina
$881K -$15.3K -499 -2%
ECM
444
Evergreen Capital Management
Washington
$877K -$4.54M -147,750 -84%
AA
445
Ancora Advisors
Ohio
$874K -$155K -5,052 -15%
TCOT
446
Trust Company of Toledo
Ohio
$867K -$3.96K -129 -0.5%
AWA
447
Arete Wealth Advisors
Illinois
$861K -$18.8K -612 -2%
TF
448
TIAA FSB
Florida
$859K -$128K -4,161 -13%
LW
449
Linscomb Wealth
Texas
$847K -$418K -13,604 -33%
NRS
450
Neville Rodie & Shaw
New York
$843K

ENB Hedge Fund Activity: Q2 2020 in Review

966 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q2 2020, worth a combined $33.3B — up 1.2% from $32.9B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new ENB positions and 83 closed out — a net gain of 3 holders — while 315 added to existing stakes and 415 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $608M. The largest seller was Capital International Investors, cutting an estimated $1.77B.

  • 966 institutional investors held Enbridge (ENB) as of Q2 2020, down from 973 in Q1 2020.
  • Funds reported $33.3B of Enbridge stock for Q2 2020, up 1.2% quarter-over-quarter.
  • 86 funds opened new Enbridge positions in Q2 2020 and 83 closed out, a net change of +3 holders.
  • The largest Enbridge buyer in Q2 2020 was T. Rowe Price Associates, an estimated $608M added.
  • The largest Enbridge seller in Q2 2020 was Capital International Investors, an estimated $1.77B sold.

Based on aggregated 13F filings for Q2 2020.