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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
DCM
476
Donaldson Capital Management
Indiana
$1.03M -$202K -5,226 -17%
CTA
477
Colonial Trust Advisors
South Carolina
$1.02M +$155 +4 +0%
WJWM
478
Williams Jones Wealth Management
New York
$1.02M +$358K +9,250 +57%
EWM
479
Evercore Wealth Management
New York
$1.01M -$133K -3,426 -12%
FNFDCM
480
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1M +$9.83K +254 +1%
LOAMS
481
Lombard Odier Asset Management (Switzerland)
Switzerland
$1M +$72K +1,861 +10%
GCM
482
Granby Capital Management
Florida
$1M +$967K +25,000 New
Acadian Asset Management
483
Acadian Asset Management
Massachusetts
$996K +$963K +24,872 New
CPA
484
Clear Perspective Advisors
Illinois
$992K +$967 +25 +0.1%
PHS
485
Pekin Hardy Strauss
Illinois
$989K +$27.9K +722 +3%
AWM
486
Adams Wealth Management
Utah
$987K -$25.5K -659 -3%
CB
487
CNB Bank
Pennsylvania
$978K -$21K -542 -2%
DAS
488
Dynamic Advisor Solutions
Arizona
$978K +$18.1K +469 +2%
AA
489
Argent Advisors
Louisiana
$977K +$48.4K +1,250 +5%
MWM
490
Madison Wealth Management
Ohio
$969K +$488K +12,600 +109%
AMIM
491
Aull & Monroe Investment Management
Alabama
$967K
HCM
492
Highlander Capital Management
New Jersey
$963K -$2.67K -69 -0.3%
WA
493
Wealth Alliance
New York
$962K +$64.5K +1,668 +7%
TF
494
TIAA FSB
Florida
$959K -$19.7K -509 -2%
IA
495
IFP Advisors
Florida
$956K +$119K +3,080 +15%
CFS
496
Capital Financial Services
New York
$952K +$967 +25 +0.1%
SRC
497
Shufro Rose & Co
New York
$949K +$310 +8 +0%
GI
498
GAMCO Investors
Connecticut
$941K -$38.4K -992 -4%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
499
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$938K +$63.2K +1,634 +7%
OF
500
Outfitter Financial
Maine
$923K

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.