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Enbridge

1,090 hedge funds and large institutions have $40.1B invested in Enbridge in 2021 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 445 increasing their positions, 344 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 445 | Existing positions reduced: 344

5% more funds holding in top 10

Funds holding in top 10: 4244 (+2)

0.72% more ownership

Funds ownership: 48.91%49.62% (+0.72%)

1% more capital invested

Capital invested by funds: $39.8B → $40.1B (+$241M)

4% less first-time investments, than exits

New positions opened: 78 | Existing positions closed: 81

2% less funds holding

Funds holding: 1,1091,090 (-19)

24% less call options, than puts

Call options by funds: $725M | Put options by funds: $960M

Holders
1,090
Holders Change
-19
Holders Change %
-1.71%
% of All Funds
19.08%
Holding in Top 10
44
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.76%
% of All Funds
0.77%
New
78
Increased
445
Reduced
344
Closed
81
Calls
$725M
Puts
$960M
Net Calls
-$235M
Net Calls Change
-$388M
Name Holding Trade Value Shares
Change
Change in
Stake
WSC
476
Wellington Shields & Co
New York
$1.04M
SCM
477
Southport Capital Management
Tennessee
$1.04M -$934K -23,679 -48%
NP
478
Ninepoint Partners
Ontario, Canada
$1.03M
HIC
479
Holderness Investments Company
North Carolina
$1.03M -$27.8K -704 -3%
DBRC
480
D.B. Root & Company
Pennsylvania
$1.02M -$7.81K -198 -0.8%
CTA
481
Colonial Trust Advisors
South Carolina
$1.02M +$118 +3 +0%
UIC
482
Uniplan Investment Counsel
Wisconsin
$1.01M -$3.09M -78,448 -75%
EWM
483
Evercore Wealth Management
New York
$1.01M -$197 -5 -0%
SB
484
Simmons Bank
Arkansas
$1M -$53.2K -1,349 -5%
YWP
485
YorkBridge Wealth Partners
New York
$999K +$134K +3,386 +16%
TCOT
486
Trust Company of Toledo
Ohio
$998K -$70.7K -1,792 -7%
GCM
487
Granby Capital Management
Florida
$995K
LNC
488
Lincoln National Corp
Pennsylvania
$985K +$95.4K +2,420 +11%
TF
489
TIAA FSB
Florida
$978K +$24.3K +616 +3%
FNFDCM
490
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$977K -$18.1K -458 -2%
WJWM
491
Williams Jones Wealth Management
New York
$970K -$39.4K -1,000 -4%
FWM
492
Frontier Wealth Management
Missouri
$965K +$283K +7,168 +42%
GRP
493
Global Retirement Partners
California
$962K +$44.5K +1,127 +5%
AMIM
494
Aull & Monroe Investment Management
Alabama
$961K
CPA
495
Clear Perspective Advisors
Illinois
$958K -$27.8K -704 -3%
HCM
496
Highlander Capital Management
New Jersey
$952K -$5.72K -145 -0.6%
PHS
497
Pekin Hardy Strauss
Illinois
$947K -$36.1K -916 -4%
CFS
498
Capital Financial Services
New York
$946K
SRC
499
Shufro Rose & Co
New York
$943K -$316 -8 -0%
GI
500
GAMCO Investors
Connecticut
$936K

ENB Hedge Fund Activity: Q3 2021 in Review

1,090 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q3 2021, worth a combined $40.1B — up 0.61% from $39.8B a quarter earlier.

Sellers outnumbered buyers: 81 funds closed out of ENB and 78 opened new positions — a net loss of 3 holders — while 344 trimmed existing stakes and 445 added.

The largest buyer was Bank of Montreal, adding an estimated $337M. The largest seller was Jarislowsky, Fraser Ltd, cutting an estimated $378M.

  • 1,090 institutional investors held Enbridge (ENB) as of Q3 2021, down from 1,109 in Q2 2021.
  • Funds reported $40.1B of Enbridge stock for Q3 2021, up 0.61% quarter-over-quarter.
  • 78 funds opened new Enbridge positions in Q3 2021 and 81 closed out, a net change of -3 holders.
  • The largest Enbridge buyer in Q3 2021 was Bank of Montreal, an estimated $337M added.
  • The largest Enbridge seller in Q3 2021 was Jarislowsky, Fraser Ltd, an estimated $378M sold.

Based on aggregated 13F filings for Q3 2021.