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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
GI
476
GAMCO Investors
Connecticut
$892K
TF
477
TIAA FSB
Florida
$891K -$32.1K -912 -4%
1SB
478
1ST Source Bank
Indiana
$879K -$18.1K -515 -2%
AMIM
479
Aull & Monroe Investment Management
Alabama
$879K +$45.9K +1,306 +6%
HCM
480
Highlander Capital Management
New Jersey
$878K +$3.06K +87 +0.4%
DAS
481
Dynamic Advisor Solutions
Arizona
$873K +$392K +11,142 +87%
PHS
482
Pekin Hardy Strauss
Illinois
$872K -$12.8K -363 -1%
IWA
483
Intercontinental Wealth Advisors
Texas
$870K +$129K +3,658 +18%
CFS
484
Capital Financial Services
New York
$864K +$1.76K +50 +0.2%
SRC
485
Shufro Rose & Co
New York
$862K
PLFAM
486
Pineno Levin & Ford Asset Management
Virginia
$859K
LNWWM
487
Laird Norton Wetherby Wealth Management
California
$856K -$37.5K -1,067 -4%
RIG
488
Roosevelt Investment Group
New York
$855K -$21.1K -599 -2%
YCM
489
Yaupon Capital Management
New York
$855K +$826K +23,500 New
AA
490
Argent Advisors
Louisiana
$843K -$386K -10,991 -32%
OF
491
Outfitter Financial
Maine
$839K
LOAMS
492
Lombard Odier Asset Management (Switzerland)
Switzerland
$838K
LIM
493
Leavell Investment Management
Alabama
$824K
FWIA
494
Fort Washington Investment Advisors
Ohio
$821K +$77.3K +2,200 +11%
MC
495
Maverick Capital
Texas
$817K +$9.6K +273 +1%
WA
496
Wealth Alliance
New York
$814K +$204K +5,813 +35%
NGA
497
Naples Global Advisors
Florida
$807K -$2.95K -84 -0.4%
VCM
498
Virtue Capital Management
Tennessee
$804K +$32K +910 +4%
WIA
499
Wealthstreet Investment Advisors
Texas
$802K -$2.5K -71 -0.3%
GRP
500
Global Retirement Partners
California
$800K +$47.5K +1,351 +7%

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.