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Enbridge

839 hedge funds and large institutions have $43.9B invested in Enbridge in 2017 Q1 according to their latest regulatory filings, with 523 funds opening new positions, 255 increasing their positions, 45 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,390% more first-time investments, than exits

New positions opened: 523 | Existing positions closed: 21

467% more repeat investments, than reductions

Existing positions increased: 255 | Existing positions reduced: 45

146% more funds holding

Funds holding: 341839 (+498)

74% more funds holding in top 10

Funds holding in top 10: 3154 (+23)

49% more capital invested

Capital invested by funds: $29.5B → $43.9B (+$14.5B)

28% more call options, than puts

Call options by funds: $103M | Put options by funds: $80.3M

10.02% less ownership

Funds ownership: 74.16%64.14% (-10%)

Holders
839
Holders Change
+498
Holders Change %
+146.04%
% of All Funds
20.89%
Holding in Top 10
54
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+74.19%
% of All Funds
1.34%
New
523
Increased
255
Reduced
45
Closed
21
Calls
$103M
Puts
$80.3M
Net Calls
+$22.6M
Net Calls Change
+$29.2M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
501
Segment Wealth Management
Texas
$550K +$556K +13,151 New
N
502
Natixis
France
$542K +$325K +7,692 +142%
FWSM
503
First Wilshire Securities Management
California
$539K +$545K +12,890 New
MFW
504
Mosaic Family Wealth
Missouri
$539K +$545K +12,891 New
DILIC
505
Dai-ichi Life Insurance Company
Japan
$538K +$543K +12,854 New
AL
506
Airain Ltd
Guernsey
$531K +$536K +12,684 New
EM
507
ELCO Management
New York
$529K +$535K +12,654 New
MSAM
508
Moloney Securities Asset Management
Missouri
$520K +$525K +12,430 New
MRCM
509
M&R Capital Management
New Jersey
$519K +$525K +12,415 New
SS
510
Simplicity Solutions
Minnesota
$517K +$522K +12,349 New
PFM
511
Parsec Financial Management
North Carolina
$504K +$509K +12,047 New
RG
512
Rathbones Group
United Kingdom
$503K -$147K -3,472 -22%
AI
513
Atria Investments
North Carolina
$501K +$506K +11,969 New
SBIA
514
Sheaff Brock Investment Advisors
Indiana
$501K +$506K +11,977 New
BFA
515
Bragg Financial Advisors
North Carolina
$499K +$504K +11,926 New
CPA
516
Capital Planning Advisors
California
$497K +$502K +11,881 New
SKK
517
Shepherd Kaplan Krochuk
Massachusetts
$496K -$153K -3,629 -23%
QI
518
QS Investors
New York
$496K +$97.2K +2,300 +24%
WS
519
Wedbush Securities
California
$494K +$499K +11,807 New
SCM
520
Shelton Capital Management
Colorado
$494K +$499K +11,808 New
JWM
521
Jacobus Wealth Management
Wisconsin
$493K +$497K +11,773 New
FIM
522
Freedom Investment Management
Connecticut
$491K +$496K +11,742 New
LW
523
Linscomb Wealth
Texas
$472K +$476K +11,270 New
TAM
524
Trillium Asset Management
Massachusetts
$467K +$472K +11,170 New
TH
525
TCTC Holdings
Texas
$454K +$458K +10,832 New

ENB Hedge Fund Activity: Q1 2017 in Review

839 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q1 2017, worth a combined $43.9B — up 49% from $29.5B a quarter earlier.

Buyers outnumbered sellers: 523 funds opened new ENB positions and 21 closed out — a net gain of 502 holders — while 255 added to existing stakes and 45 trimmed.

The largest buyer was Capital World Investors, adding an estimated $1.63B. The largest seller was 1832 Asset Management, cutting an estimated $502M.

  • 839 institutional investors held Enbridge (ENB) as of Q1 2017, up from 341 in Q4 2016.
  • Funds reported $43.9B of Enbridge stock for Q1 2017, up 49% quarter-over-quarter.
  • 523 funds opened new Enbridge positions in Q1 2017 and 21 closed out, a net change of +502 holders.
  • The largest Enbridge buyer in Q1 2017 was Capital World Investors, an estimated $1.63B added.
  • The largest Enbridge seller in Q1 2017 was 1832 Asset Management, an estimated $502M sold.

Based on aggregated 13F filings for Q1 2017.