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Enbridge

830 hedge funds and large institutions have $40.2B invested in Enbridge in 2018 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 282 increasing their positions, 296 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 59

30% more call options, than puts

Call options by funds: $327M | Put options by funds: $250M

26% more funds holding in top 10

Funds holding in top 10: 3949 (+10)

21% more capital invested

Capital invested by funds: $33.1B → $40.2B (+$7.09B)

4% more funds holding

Funds holding: 795830 (+35)

5% less repeat investments, than reductions

Existing positions increased: 282 | Existing positions reduced: 296

1.41% less ownership

Funds ownership: 61.9%60.49% (-1.4%)

Holders
830
Holders Change
+35
Holders Change %
+4.4%
% of All Funds
19%
Holding in Top 10
49
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+25.64%
% of All Funds
1.12%
New
100
Increased
282
Reduced
296
Closed
59
Calls
$327M
Puts
$250M
Net Calls
+$76.2M
Net Calls Change
+$88.1M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
451
IFG Advisory
Georgia
$632K -$15.4K -487 -3%
FIA
452
Foundations Investment Advisors
Arizona
$632K +$561K +17,707 New
GG
453
Gofen & Glossberg
Illinois
$630K -$99.3K -3,135 -15%
EA
454
Edge Advisors
Georgia
$628K +$49.1K +1,550 +10%
SWM
455
SVA Wealth Management
Wisconsin
$627K -$1.15M -36,162 -67%
MMHP
456
Murphy Middleton Hinkle & Parker
Georgia
$627K
BCA
457
Bray Capital Advisors
Florida
$623K -$1.47M -46,386 -73%
SIC
458
Salem Investment Counselors
North Carolina
$620K -$11.7K -369 -2%
ST
459
Sabal Trust
Florida
$618K -$30.5M -963,731 -98%
LOAME
460
Lombard Odier Asset Management (Europe)
United Kingdom
$613K
JSL
461
JT Stratford LLC
Georgia
$602K +$61.8K +1,950 +13%
LGC
462
Laurel Grove Capital
California
$587K -$19K -600 -4%
MNBTD
463
Moody National Bank Trust Division
Texas
$580K
CCWA
464
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$575K -$2.53K -80 -0.5%
SXL
465
Summit X LLC
Missouri
$569K +$505K +15,953 New
MYIA
466
Mount Yale Investment Advisors
Colorado
$559K -$1.8K -57 -0.4%
PCM
467
Price Capital Management
Louisiana
$555K +$492K +15,544 New
LCM
468
Laurion Capital Management
New York
$554K +$492K +15,532 New
QI
469
QS Investors
New York
$552K
VFA
470
Valeo Financial Advisors
Indiana
$548K +$361K +11,413 +291%
Rockefeller Capital Management
471
Rockefeller Capital Management
New York
$547K
MIM
472
Montgomery Investment Management
Maryland
$542K
SFM
473
Signet Financial Management
New Jersey
$540K
WB
474
WesBanco Bank
West Virginia
$539K -$32.1K -1,015 -6%
FMBTD
475
First Midwest Bank Trust Division
Illinois
$536K -$71K -2,243 -13%

ENB Hedge Fund Activity: Q2 2018 in Review

830 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q2 2018, worth a combined $40.2B — up 21% from $33.1B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new ENB positions and 59 closed out — a net gain of 41 holders — while 282 added to existing stakes and 296 trimmed.

The largest buyer was Fidelity International, opening a new position worth an estimated $484M. The largest seller was Mackenzie Financial, cutting an estimated $463M.

  • 830 institutional investors held Enbridge (ENB) as of Q2 2018, up from 795 in Q1 2018.
  • Funds reported $40.2B of Enbridge stock for Q2 2018, up 21% quarter-over-quarter.
  • 100 funds opened new Enbridge positions in Q2 2018 and 59 closed out, a net change of +41 holders.
  • The largest Enbridge buyer in Q2 2018 was Fidelity International, an estimated $484M added.
  • The largest Enbridge seller in Q2 2018 was Mackenzie Financial, an estimated $463M sold.

Based on aggregated 13F filings for Q2 2018.