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Enbridge

830 hedge funds and large institutions have $40.2B invested in Enbridge in 2018 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 282 increasing their positions, 296 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 59

30% more call options, than puts

Call options by funds: $327M | Put options by funds: $250M

26% more funds holding in top 10

Funds holding in top 10: 3949 (+10)

21% more capital invested

Capital invested by funds: $33.1B → $40.2B (+$7.09B)

4% more funds holding

Funds holding: 795830 (+35)

5% less repeat investments, than reductions

Existing positions increased: 282 | Existing positions reduced: 296

1.41% less ownership

Funds ownership: 61.9%60.49% (-1.4%)

Holders
830
Holders Change
+35
Holders Change %
+4.4%
% of All Funds
19%
Holding in Top 10
49
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+25.64%
% of All Funds
1.12%
New
100
Increased
282
Reduced
296
Closed
59
Calls
$327M
Puts
$250M
Net Calls
+$76.2M
Net Calls Change
+$88.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
501
Capital Investment Advisory Services
North Carolina
$450K +$11.3K +357 +3%
MSS
502
Mitchell Sinkler & Starr
Pennsylvania
$444K -$42.8K -1,352 -10%
SBIA
503
Sheaff Brock Investment Advisors
Indiana
$441K -$2.94K -93 -0.7%
AR
504
Advisory Research
Illinois
$437K -$53.2M -1,679,373 -99%
KIA
505
KCM Investment Advisors
California
$436K -$1.94M -61,381 -83%
RHBC
506
R.H. Bluestein & Co
Michigan
$435K -$95K -3,000 -20%
SS
507
Simplicity Solutions
Minnesota
$419K +$372K +11,741 New
LFAS
508
Level Four Advisory Services
Texas
$417K +$25.3K +799 +7%
Parallax Volatility Advisers
509
Parallax Volatility Advisers
California
$415K +$369K +11,636 New
UR
510
USCA RIA
Texas
$414K
AP
511
Advisor Partners
California
$413K +$27.6K +872 +8%
DBRC
512
D.B. Root & Company
Pennsylvania
$412K +$22.8K +720 +7%
PHS
513
Pekin Hardy Strauss
Illinois
$412K +$365K +11,537 New
MRCM
514
M&R Capital Management
New Jersey
$406K -$3.42K -108 -0.9%
RFO
515
RiverGlades Family Offices
Florida
$405K -$69.7K -2,200 -16%
GLA
516
Good Life Advisors
Pennsylvania
$405K -$56.1K -1,771 -14%
SSG
517
Summit Securities Group
New York
$401K +$356K +11,234 New
WF
518
Welch & Forbes
Massachusetts
$400K +$12.4K +393 +4%
BFA
519
Bragg Financial Advisors
North Carolina
$397K -$35.7K -1,127 -9%
Cetera Investment Advisers
520
Cetera Investment Advisers
Illinois
$393K +$350K +11,042 New
S
521
SignatureFD
Georgia
$392K +$91K +2,872 +35%
TH
522
TCTC Holdings
Texas
$386K
SMC
523
Smith, Moore & Co
Missouri
$382K +$1.17K +37 +0.3%
KS
524
Karpas Strategies
Connecticut
$379K
CWS
525
Cypress Wealth Services
California
$377K -$77.2K -2,436 -19%

ENB Hedge Fund Activity: Q2 2018 in Review

830 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q2 2018, worth a combined $40.2B — up 21% from $33.1B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new ENB positions and 59 closed out — a net gain of 41 holders — while 282 added to existing stakes and 296 trimmed.

The largest buyer was Fidelity International, opening a new position worth an estimated $484M. The largest seller was Mackenzie Financial, cutting an estimated $463M.

  • 830 institutional investors held Enbridge (ENB) as of Q2 2018, up from 795 in Q1 2018.
  • Funds reported $40.2B of Enbridge stock for Q2 2018, up 21% quarter-over-quarter.
  • 100 funds opened new Enbridge positions in Q2 2018 and 59 closed out, a net change of +41 holders.
  • The largest Enbridge buyer in Q2 2018 was Fidelity International, an estimated $484M added.
  • The largest Enbridge seller in Q2 2018 was Mackenzie Financial, an estimated $463M sold.

Based on aggregated 13F filings for Q2 2018.