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Enbridge

1,090 hedge funds and large institutions have $40.1B invested in Enbridge in 2021 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 445 increasing their positions, 344 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 445 | Existing positions reduced: 344

5% more funds holding in top 10

Funds holding in top 10: 4244 (+2)

0.72% more ownership

Funds ownership: 48.91%49.62% (+0.72%)

1% more capital invested

Capital invested by funds: $39.8B → $40.1B (+$241M)

4% less first-time investments, than exits

New positions opened: 78 | Existing positions closed: 81

2% less funds holding

Funds holding: 1,1091,090 (-19)

24% less call options, than puts

Call options by funds: $725M | Put options by funds: $960M

Holders
1,090
Holders Change
-19
Holders Change %
-1.71%
% of All Funds
19.08%
Holding in Top 10
44
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.76%
% of All Funds
0.77%
New
78
Increased
445
Reduced
344
Closed
81
Calls
$725M
Puts
$960M
Net Calls
-$235M
Net Calls Change
-$388M
Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
426
Patriot Financial Group Insurance Agency
Massachusetts
$1.36M +$246K +6,241 +22%
CAMG
427
CWA Asset Management Group
Florida
$1.36M +$41.2K +1,044 +3%
IA
428
IFP Advisors
Florida
$1.35M +$388K +9,845 +41%
OSAM
429
O'Shaughnessy Asset Management
Connecticut
$1.34M -$24.3M -616,210 -95%
Voloridge Investment Management
430
Voloridge Investment Management
Florida
$1.34M +$1.33M +33,711 New
UBS AM
431
UBS AM
Illinois
$1.34M -$224K -5,672 -14%
MCIA
432
Mountain Capital Investment Advisors
Colorado
$1.34M +$19.8K +501 +2%
AIP
433
Ahrens Investment Partners
Louisiana
$1.32M -$508K -12,890 -28%
QI
434
Qtron Investments
Massachusetts
$1.32M +$236K +5,976 +22%
Jones Financial Companies
435
Jones Financial Companies
Missouri
$1.31M +$231K +5,848 +22%
CP
436
Camelot Portfolios
Ohio
$1.3M -$245K -6,219 -16%
CCC
437
Chelsea Counsel Company
California
$1.3M
FHC
438
First Heartland Consultants
Missouri
$1.28M +$217K +5,491 +21%
ACS
439
Archford Capital Strategies
Illinois
$1.28M +$129K +3,275 +11%
RCIM
440
Russell Clark Investment Management
United Kingdom
$1.27M
CCT
441
Capital City Trust
Florida
$1.27M +$117K +2,964 +10%
BCP
442
Blackhawk Capital Partners
Wisconsin
$1.27M -$29.8K -755 -2%
EP
443
Eudaimonia Partners
Tennessee
$1.24M +$10.8K +274 +0.9%
AIA
444
Avalon Investment & Advisory
Texas
$1.24M -$93.8K -2,378 -7%
SSI
445
Scott & Selber Inc
Texas
$1.23M -$36.9K -936 -3%
DAS
446
Dynamic Advisor Solutions
Arizona
$1.22M +$246K +6,237 +26%
Bessemer Group
447
Bessemer Group
New Jersey
$1.21M -$237 -6 -0%
BPA
448
Beacon Pointe Advisors
California
$1.19M -$580K -14,702 -33%
MWM
449
Madison Wealth Management
Ohio
$1.19M +$228K +5,790 +24%
KeyBank National Association
450
KeyBank National Association
Ohio
$1.18M +$72.9K +1,848 +7%

ENB Hedge Fund Activity: Q3 2021 in Review

1,090 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q3 2021, worth a combined $40.1B — up 0.61% from $39.8B a quarter earlier.

Sellers outnumbered buyers: 81 funds closed out of ENB and 78 opened new positions — a net loss of 3 holders — while 344 trimmed existing stakes and 445 added.

The largest buyer was Bank of Montreal, adding an estimated $337M. The largest seller was Jarislowsky, Fraser Ltd, cutting an estimated $378M.

  • 1,090 institutional investors held Enbridge (ENB) as of Q3 2021, down from 1,109 in Q2 2021.
  • Funds reported $40.1B of Enbridge stock for Q3 2021, up 0.61% quarter-over-quarter.
  • 78 funds opened new Enbridge positions in Q3 2021 and 81 closed out, a net change of -3 holders.
  • The largest Enbridge buyer in Q3 2021 was Bank of Montreal, an estimated $337M added.
  • The largest Enbridge seller in Q3 2021 was Jarislowsky, Fraser Ltd, an estimated $378M sold.

Based on aggregated 13F filings for Q3 2021.