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Enbridge

1,015 hedge funds and large institutions have $33.6B invested in Enbridge in 2020 Q4 according to their latest regulatory filings, with 146 funds opening new positions, 310 increasing their positions, 408 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 146 | Existing positions closed: 60

37% more call options, than puts

Call options by funds: $295M | Put options by funds: $215M

8% more capital invested

Capital invested by funds: $31.1B → $33.6B (+$2.48B)

8% more funds holding

Funds holding: 9441,015 (+71)

1.07% less ownership

Funds ownership: 52.52%51.46% (-1.1%)

9% less funds holding in top 10

Funds holding in top 10: 4440 (-4)

24% less repeat investments, than reductions

Existing positions increased: 310 | Existing positions reduced: 408

Holders
1,015
Holders Change
+71
Holders Change %
+7.52%
% of All Funds
17.96%
Holding in Top 10
40
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.09%
% of All Funds
0.71%
New
146
Increased
310
Reduced
408
Closed
60
Calls
$295M
Puts
$215M
Net Calls
+$79.8M
Net Calls Change
+$23.1M
Name Holding Trade Value Shares
Change
Change in
Stake
ClearBridge Investments
26
ClearBridge Investments
New York
$274M -$3.89M -127,995 -1%
Swiss National Bank
27
Swiss National Bank
Switzerland
$260M -$12M -395,600 -5%
OAC
28
OMERS Administration Corp
Ontario, Canada
$257M
TCA
29
Tortoise Capital Advisors
Kansas
$252M -$51.2M -1,683,724 -18%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$240M +$19.8M +649,331 +9%
Fidelity Investments
31
Fidelity Investments
Massachusetts
$240M -$29.4M -967,572 -11%
JP Morgan Chase
32
JP Morgan Chase
New York
$228M -$3.1M -101,867 -1%
Capital World Investors
33
Capital World Investors
California
$225M -$74.6M -2,451,140 -26%
T. Rowe Price Associates
34
T. Rowe Price Associates
Maryland
$218M -$686M -22,543,421 -77%
AAMU
35
Amundi Asset Management US
Massachusetts
$193M +$160M +5,244,379 +660%
Sumitomo Mitsui Trust Group
36
Sumitomo Mitsui Trust Group
Japan
$191M -$40.9M -1,345,781 -18%
MIS
37
Morningstar Investment Services
Illinois
$185M +$35.7M +1,173,665 +25%
Franklin Resources
38
Franklin Resources
California
$182M +$13.1M +431,775 +8%
ACI
39
AMP Capital Investors
Australia
$180M -$1.13M -37,123 -0.7%
Goldman Sachs
40
Goldman Sachs
New York
$166M -$15M -493,124 -9%
BCIM
41
British Columbia Investment Management
British Columbia, Canada
$162M -$8.11M -266,465 -5%
IIM
42
Intact Investment Management
Quebec, Canada
$159M -$2.37M -77,874 -2%
Bank of America
43
Bank of America
North Carolina
$148M -$61.1M -2,009,575 -30%
CS
44
Credit Suisse
Switzerland
$145M +$7.27M +239,116 +6%
CIA
45
ClearBridge Investments (Australia)
Australia
$144M +$113M +3,728,901 +475%
Invesco
46
Invesco
Georgia
$144M +$5.74M +188,540 +4%
Geode Capital Management
47
Geode Capital Management
Massachusetts
$126M +$4.3M +141,363 +4%
SCA
48
Salient Capital Advisors
Texas
$123M -$86.2M -2,833,477 -43%
Morgan Stanley
49
Morgan Stanley
New York
$119M -$6.09M -200,298 -5%
Neuberger Berman Group
50
Neuberger Berman Group
New York
$118M +$16.8M +553,010 +18%

ENB Hedge Fund Activity: Q4 2020 in Review

1,015 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q4 2020, worth a combined $33.6B — up 8% from $31.1B a quarter earlier.

Buyers outnumbered sellers: 146 funds opened new ENB positions and 60 closed out — a net gain of 86 holders — while 310 added to existing stakes and 408 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $546M. The largest seller was T. Rowe Price Associates, cutting an estimated $686M.

  • 1,015 institutional investors held Enbridge (ENB) as of Q4 2020, up from 944 in Q3 2020.
  • Funds reported $33.6B of Enbridge stock for Q4 2020, up 8% quarter-over-quarter.
  • 146 funds opened new Enbridge positions in Q4 2020 and 60 closed out, a net change of +86 holders.
  • The largest Enbridge buyer in Q4 2020 was Bank of Montreal, an estimated $546M added.
  • The largest Enbridge seller in Q4 2020 was T. Rowe Price Associates, an estimated $686M sold.

Based on aggregated 13F filings for Q4 2020.