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Enbridge

1,109 hedge funds and large institutions have $39.8B invested in Enbridge in 2021 Q2 according to their latest regulatory filings, with 130 funds opening new positions, 460 increasing their positions, 329 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 63

40% more repeat investments, than reductions

Existing positions increased: 460 | Existing positions reduced: 329

32% more call options, than puts

Call options by funds: $626M | Put options by funds: $473M

8% more capital invested

Capital invested by funds: $36.9B → $39.8B (+$2.95B)

6% more funds holding

Funds holding: 1,0471,109 (+62)

0.75% less ownership

Funds ownership: 49.65%48.91% (-0.75%)

5% less funds holding in top 10

Funds holding in top 10: 4442 (-2)

Holders
1,109
Holders Change
+62
Holders Change %
+5.92%
% of All Funds
19.3%
Holding in Top 10
42
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.55%
% of All Funds
0.73%
New
130
Increased
460
Reduced
329
Closed
63
Calls
$626M
Puts
$473M
Net Calls
+$153M
Net Calls Change
+$46.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$282M +$11M +283,924 +4%
CIA
27
ClearBridge Investments (Australia)
Australia
$276M +$57.2M +1,477,111 +27%
Capital Research Global Investors
28
Capital Research Global Investors
California
$263M -$328M -8,481,769 -56%
Capital World Investors
29
Capital World Investors
California
$262M -$18.9M -488,702 -7%
Bank of America
30
Bank of America
North Carolina
$261M +$25.4M +656,635 +11%
Amundi
31
Amundi
France
$252M +$243M +6,287,345 New
Canada Pension Plan Investment Board
32
Canada Pension Plan Investment Board
Ontario, Canada
$240M +$221M +5,721,762 +2,056%
TCA
33
Tortoise Capital Advisors
Kansas
$235M -$39.2M -1,012,426 -15%
MIS
34
Morningstar Investment Services
Illinois
$235M -$1.14M -29,540 -0.5%
Invesco
35
Invesco
Georgia
$228M +$45.2M +1,167,297 +26%
Franklin Resources
36
Franklin Resources
California
$223M -$6.48M -167,448 -3%
Sumitomo Mitsui Trust Group
37
Sumitomo Mitsui Trust Group
Japan
$217M -$15M -387,121 -7%
ACI
38
AMP Capital Investors
Australia
$215M -$4.23M -109,333 -2%
Geode Capital Management
39
Geode Capital Management
Massachusetts
$194M +$20.6M +531,695 +12%
Goldman Sachs
40
Goldman Sachs
New York
$189M -$25.6M -662,064 -12%
IIM
41
Intact Investment Management
Quebec, Canada
$183M +$1.43M +36,950 +1%
BCIM
42
British Columbia Investment Management
British Columbia, Canada
$180M +$109M +2,808,873 +166%
Morgan Stanley
43
Morgan Stanley
New York
$178M -$3.92M -101,344 -2%
Fidelity International
44
Fidelity International
Bermuda
$174M -$95.3M -2,462,823 -36%
AII
45
AGF Investments Inc
Ontario, Canada
$160M +$14.1M +364,696 +10%
SCA
46
Salient Capital Advisors
Texas
$156M +$14.5M +375,029 +11%
Russell Investments Group
47
Russell Investments Group
United Kingdom
$154M +$10M +258,908 +7%
CS
48
Credit Suisse
Switzerland
$150M -$56.3M -1,455,103 -28%
Federated Hermes
49
Federated Hermes
Pennsylvania
$146M +$3.33M +86,058 +2%
Neuberger Berman Group
50
Neuberger Berman Group
New York
$142M -$5.98M -154,478 -4%

ENB Hedge Fund Activity: Q2 2021 in Review

1,109 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q2 2021, worth a combined $39.8B — up 8% from $36.9B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new ENB positions and 63 closed out — a net gain of 67 holders — while 460 added to existing stakes and 329 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $675M. The largest seller was Jarislowsky, Fraser Ltd, cutting an estimated $529M.

  • 1,109 institutional investors held Enbridge (ENB) as of Q2 2021, up from 1,047 in Q1 2021.
  • Funds reported $39.8B of Enbridge stock for Q2 2021, up 8% quarter-over-quarter.
  • 130 funds opened new Enbridge positions in Q2 2021 and 63 closed out, a net change of +67 holders.
  • The largest Enbridge buyer in Q2 2021 was Bank of Montreal, an estimated $675M added.
  • The largest Enbridge seller in Q2 2021 was Jarislowsky, Fraser Ltd, an estimated $529M sold.

Based on aggregated 13F filings for Q2 2021.