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Enbridge

973 hedge funds and large institutions have $32.9B invested in Enbridge in 2020 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 334 increasing their positions, 426 reducing their positions, and 171 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.02% more ownership

Funds ownership: 55.8%55.82% (+0.02%)

9% less call options, than puts

Call options by funds: $291M | Put options by funds: $320M

6% less funds holding in top 10

Funds holding in top 10: 6359 (-4)

12% less funds holding

Funds holding: 1,100973 (-127)

22% less repeat investments, than reductions

Existing positions increased: 334 | Existing positions reduced: 426

27% less capital invested

Capital invested by funds: $45B → $32.9B (-$12.2B)

64% less first-time investments, than exits

New positions opened: 61 | Existing positions closed: 171

Holders
973
Holders Change
-127
Holders Change %
-11.55%
% of All Funds
21.44%
Holding in Top 10
59
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-6.35%
% of All Funds
1.3%
New
61
Increased
334
Reduced
426
Closed
171
Calls
$291M
Puts
$320M
Net Calls
-$29.6M
Net Calls Change
-$255M
Name Holding Trade Value Shares
Change
Change in
Stake
LNWWM
451
Laird Norton Wetherby Wealth Management
California
$863K -$494K -13,333 -31%
CIAS
452
Capital Investment Advisory Services
North Carolina
$857K +$480K +12,962 +79%
EP
453
Eudaimonia Partners
Tennessee
$848K -$34.8K -939 -3%
IWA
454
Intercontinental Wealth Advisors
Texas
$846K +$532K +14,345 +97%
WSC
455
Wellington Shields & Co
New York
$843K -$43K -1,159 -4%
AWA
456
Arete Wealth Advisors
Illinois
$841K +$27.4K +739 +3%
AAS
457
Avantax Advisory Services
Texas
$839K -$370K -9,994 -26%
ACM
458
Adalta Capital Management
New York
$837K -$29.2K -788 -3%
TCOT
459
Trust Company of Toledo
Ohio
$833K -$45K -1,214 -4%
TC
460
TownSquare Capital
Utah
$833K +$285K +7,697 +38%
SSA
461
Schonfeld Strategic Advisors
New York
$833K +$1.06M +28,598 New
DZ Bank
462
DZ Bank
Germany
$813K -$1.62M -43,812 -61%
FIM
463
Fruth Investment Management
Texas
$811K +$282K +7,622 +38%
SBIA
464
Sheaff Brock Investment Advisors
Indiana
$807K -$88.2K -2,379 -8%
NRS
465
Neville Rodie & Shaw
New York
$807K
BOH
466
Bank of Hawaii
Hawaii
$802K +$22K +594 +2%
OWD
467
Osborn Williams & Donohoe
Ohio
$801K -$7.41K -200 -0.7%
NMIMC
468
Northwestern Mutual Investment Management Company
Wisconsin
$792K -$2.13M -57,402 -60%
WC
469
Winmill & Co
New York
$789K
GI
470
GAMCO Investors
Connecticut
$780K -$94.7K -2,556 -9%
SWP
471
Stratos Wealth Partners
Ohio
$780K +$20.3K +548 +2%
CI
472
Cigna Investments
Connecticut
$776K
LFGH
473
Lee Financial Group Hawaii
Hawaii
$772K +$41K +1,105 +4%
RB
474
Rodgers Brothers
Pennsylvania
$771K -$32.9K -888 -3%
AWM
475
Adams Wealth Management
Utah
$763K -$43.1K -1,163 -4%

ENB Hedge Fund Activity: Q1 2020 in Review

973 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q1 2020, worth a combined $32.9B — down 27% from $45B a quarter earlier.

Sellers outnumbered buyers: 171 funds closed out of ENB and 61 opened new positions — a net loss of 110 holders — while 426 trimmed existing stakes and 334 added.

The largest buyer was Capital International Investors, adding an estimated $1.04B. The largest seller was Capital Research Global Investors, cutting an estimated $653M.

  • 973 institutional investors held Enbridge (ENB) as of Q1 2020, down from 1,100 in Q4 2019.
  • Funds reported $32.9B of Enbridge stock for Q1 2020, down 27% quarter-over-quarter.
  • 61 funds opened new Enbridge positions in Q1 2020 and 171 closed out, a net change of -110 holders.
  • The largest Enbridge buyer in Q1 2020 was Capital International Investors, an estimated $1.04B added.
  • The largest Enbridge seller in Q1 2020 was Capital Research Global Investors, an estimated $653M sold.

Based on aggregated 13F filings for Q1 2020.