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Enbridge

1,047 hedge funds and large institutions have $36.9B invested in Enbridge in 2021 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 410 increasing their positions, 330 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 82

44% more call options, than puts

Call options by funds: $347M | Put options by funds: $241M

24% more repeat investments, than reductions

Existing positions increased: 410 | Existing positions reduced: 330

10% more funds holding in top 10

Funds holding in top 10: 4044 (+4)

10% more capital invested

Capital invested by funds: $33.6B → $36.9B (+$3.3B)

3% more funds holding

Funds holding: 1,0151,047 (+32)

1.8% less ownership

Funds ownership: 51.46%49.65% (-1.8%)

Holders
1,047
Holders Change
+32
Holders Change %
+3.15%
% of All Funds
18.38%
Holding in Top 10
44
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10%
% of All Funds
0.77%
New
123
Increased
410
Reduced
330
Closed
82
Calls
$347M
Puts
$241M
Net Calls
+$107M
Net Calls Change
+$26.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
26
Brookfield Corp
Ontario, Canada
$291M -$33.3M -948,499 -11%
Fidelity Investments
27
Fidelity Investments
Massachusetts
$276M +$3.19M +90,805 +1%
OAC
28
OMERS Administration Corp
Ontario, Canada
$276M -$15.9M -453,104 -6%
Capital World Investors
29
Capital World Investors
California
$256M +$378K +10,740 +0.2%
TCA
30
Tortoise Capital Advisors
Kansas
$251M -$35M -995,906 -13%
Fidelity International
31
Fidelity International
Bermuda
$248M -$240M -6,835,321 -50%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$246M -$26.8M -761,241 -10%
AAMU
33
Amundi Asset Management US
Massachusetts
$218M -$2.23M -63,377 -1%
MIS
34
Morningstar Investment Services
Illinois
$217M +$5.17M +147,053 +3%
Bank of America
35
Bank of America
North Carolina
$214M +$43.9M +1,248,065 +27%
Sumitomo Mitsui Trust Group
36
Sumitomo Mitsui Trust Group
Japan
$212M -$6.83M -194,266 -3%
Franklin Resources
37
Franklin Resources
California
$209M +$1.67M +47,565 +0.8%
ACI
38
AMP Capital Investors
Australia
$200M -$5.06M -144,015 -3%
CIA
39
ClearBridge Investments (Australia)
Australia
$197M +$31.5M +895,478 +20%
Goldman Sachs
40
Goldman Sachs
New York
$196M +$6.88M +195,656 +4%
CS
41
Credit Suisse
Switzerland
$190M +$25.1M +713,733 +16%
IIM
42
Intact Investment Management
Quebec, Canada
$167M -$9.45M -268,780 -7%
Morgan Stanley
43
Morgan Stanley
New York
$166M +$29.5M +838,354 +23%
Invesco
44
Invesco
Georgia
$165M +$772K +21,967 +0.5%
Geode Capital Management
45
Geode Capital Management
Massachusetts
$157M +$13.2M +374,374 +9%
Neuberger Berman Group
46
Neuberger Berman Group
New York
$135M +$428K +12,173 +0.3%
AII
47
AGF Investments Inc
Ontario, Canada
$132M -$1.44M -41,043 -1%
Russell Investments Group
48
Russell Investments Group
United Kingdom
$131M +$87.9M +2,501,742 +229%
Federated Hermes
49
Federated Hermes
Pennsylvania
$129M +$31.2M +888,746 +33%
Wells Fargo
50
Wells Fargo
California
$129M +$12.3M +349,444 +11%

ENB Hedge Fund Activity: Q1 2021 in Review

1,047 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q1 2021, worth a combined $36.9B — up 9.8% from $33.6B a quarter earlier.

Buyers outnumbered sellers: 123 funds opened new ENB positions and 82 closed out — a net gain of 41 holders — while 410 added to existing stakes and 330 trimmed.

The largest buyer was Mackenzie Financial, adding an estimated $294M. The largest seller was Bank of Montreal, cutting an estimated $671M.

  • 1,047 institutional investors held Enbridge (ENB) as of Q1 2021, up from 1,015 in Q4 2020.
  • Funds reported $36.9B of Enbridge stock for Q1 2021, up 9.8% quarter-over-quarter.
  • 123 funds opened new Enbridge positions in Q1 2021 and 82 closed out, a net change of +41 holders.
  • The largest Enbridge buyer in Q1 2021 was Mackenzie Financial, an estimated $294M added.
  • The largest Enbridge seller in Q1 2021 was Bank of Montreal, an estimated $671M sold.

Based on aggregated 13F filings for Q1 2021.