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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
GRP
501
Global Retirement Partners
California
$922K +$41.4K +1,069 +5%
1SB
502
1ST Source Bank
Indiana
$918K -$47.9K -1,237 -5%
IWA
503
Intercontinental Wealth Advisors
Texas
$913K -$43.6K -1,127 -5%
PAS
504
Park Avenue Securities
New York
$912K +$85.1K +2,200 +11%
PLFAM
505
Pineno Levin & Ford Asset Management
Virginia
$893K -$49.7K -1,284 -5%
LNC
506
Lincoln National Corp
Pennsylvania
$893K +$97.6K +2,522 +13%
NGA
507
Naples Global Advisors
Florida
$888K
OPA
508
Old Port Advisors
Maine
$887K +$868K +22,431 New
FWIA
509
Fort Washington Investment Advisors
Ohio
$886K -$17.4K -450 -2%
Macquarie Group
510
Macquarie Group
Australia
$876K +$148K +3,812 +21%
MIM
511
MTM Investment Management
South Carolina
$874K +$4.53K +117 +0.5%
WWM
512
Western Wealth Management
Colorado
$872K +$842K +21,765 New
BWAM
513
Boyd Watterson Asset Management
Ohio
$871K +$72.9K +1,884 +9%
YWP
514
YorkBridge Wealth Partners
New York
$870K +$146K +3,766 +21%
MSA
515
Marino Stram & Associates
Massachusetts
$870K +$325K +8,406 +63%
GIBU
516
Gulf International Bank (UK)
United Kingdom
$867K -$195K -5,029 -19%
BS
517
Boenning & Scattergood
Pennsylvania
$865K +$851 +22 +0.1%
MMPW
518
Mitchell McLeod Pugh & Williams
Alabama
$864K
ADMI
519
Albert D. Mason Inc
Massachusetts
$862K -$8.09K -209 -1%
Simplex Trading
520
Simplex Trading
Illinois
$847K -$450K -11,625 -35%
GBT
521
Grove Bank & Trust
Florida
$847K +$58.2K +1,505 +8%
WAOTB
522
Wealth Advisors of Tampa Bay
Florida
$836K +$16.4K +425 +2%
RWB
523
RMR Wealth Builders
New Jersey
$833K +$805K +20,813 New
MPPW
524
Mitchell & Pahl Private Wealth
Oklahoma
$825K -$4.88K -126 -0.6%
CFB
525
Cullen/Frost Bankers
Texas
$825K -$271 -7 -0%

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.