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Enbridge

1,015 hedge funds and large institutions have $33.6B invested in Enbridge in 2020 Q4 according to their latest regulatory filings, with 146 funds opening new positions, 310 increasing their positions, 408 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 146 | Existing positions closed: 60

37% more call options, than puts

Call options by funds: $295M | Put options by funds: $215M

8% more capital invested

Capital invested by funds: $31.1B → $33.6B (+$2.48B)

8% more funds holding

Funds holding: 9441,015 (+71)

1.07% less ownership

Funds ownership: 52.52%51.46% (-1.1%)

9% less funds holding in top 10

Funds holding in top 10: 4440 (-4)

24% less repeat investments, than reductions

Existing positions increased: 310 | Existing positions reduced: 408

Holders
1,015
Holders Change
+71
Holders Change %
+7.52%
% of All Funds
17.96%
Holding in Top 10
40
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.09%
% of All Funds
0.71%
New
146
Increased
310
Reduced
408
Closed
60
Calls
$295M
Puts
$215M
Net Calls
+$79.8M
Net Calls Change
+$23.1M
Name Holding Trade Value Shares
Change
Change in
Stake
WIA
501
Wealthstreet Investment Advisors
Texas
$707K +$145K +4,752 +27%
Carson Wealth (CWM LLC)
502
Carson Wealth (CWM LLC)
Nebraska
$704K
MIM
503
MTM Investment Management
South Carolina
$704K +$670K +22,014 New
Cerity Partners
504
Cerity Partners
New York
$703K -$48.7K -1,601 -7%
ADMI
505
Albert D. Mason Inc
Massachusetts
$701K -$1.58K -52 -0.2%
American Century Companies
506
American Century Companies
Missouri
$695K +$61.7K +2,029 +10%
MMPW
507
Mitchell McLeod Pugh & Williams
Alabama
$691K -$761 -25 -0.1%
BS
508
Boenning & Scattergood
Pennsylvania
$690K +$730 +24 +0.1%
SMC
509
Smith, Moore & Co
Missouri
$688K -$160K -5,270 -20%
SWM
510
SeaCrest Wealth Management
New York
$683K -$169K -5,546 -21%
NRS
511
Neville Rodie & Shaw
New York
$681K -$196K -6,445 -23%
VCM
512
Virtue Capital Management
Tennessee
$678K +$130K +4,258 +25%
MPPW
513
Mitchell & Pahl Private Wealth
Oklahoma
$673K +$640K +21,030 New
PP
514
PDT Partners
New York
$673K +$640K +21,042 New
CAM
515
Claret Asset Management
Quebec, Canada
$663K -$68.2K -2,242 -10%
GRP
516
Global Retirement Partners
California
$660K -$34.9K -1,146 -5%
WAOTB
517
Wealth Advisors of Tampa Bay
Florida
$653K
AP
518
Advisor Partners
California
$652K -$61.9K -2,033 -9%
FWIA
519
Fort Washington Investment Advisors
Ohio
$652K +$180K +5,913 +41%
B
520
Bailard
California
$650K +$3.56K +117 +0.6%
BTWM
521
Baker Tilly Wealth Management
Wisconsin
$648K +$616K +20,241 New
IWA
522
Intercontinental Wealth Advisors
Texas
$647K -$176K -5,772 -22%
CFB
523
Cullen/Frost Bankers
Texas
$647K -$15K -494 -2%
MMHP
524
Murphy Middleton Hinkle & Parker
Georgia
$647K -$8.49K -279 -1%
AAS
525
Avantax Advisory Services
Texas
$638K -$1.9M -62,516 -76%

ENB Hedge Fund Activity: Q4 2020 in Review

1,015 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q4 2020, worth a combined $33.6B — up 8% from $31.1B a quarter earlier.

Buyers outnumbered sellers: 146 funds opened new ENB positions and 60 closed out — a net gain of 86 holders — while 310 added to existing stakes and 408 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $546M. The largest seller was T. Rowe Price Associates, cutting an estimated $686M.

  • 1,015 institutional investors held Enbridge (ENB) as of Q4 2020, up from 944 in Q3 2020.
  • Funds reported $33.6B of Enbridge stock for Q4 2020, up 8% quarter-over-quarter.
  • 146 funds opened new Enbridge positions in Q4 2020 and 60 closed out, a net change of +86 holders.
  • The largest Enbridge buyer in Q4 2020 was Bank of Montreal, an estimated $546M added.
  • The largest Enbridge seller in Q4 2020 was T. Rowe Price Associates, an estimated $686M sold.

Based on aggregated 13F filings for Q4 2020.