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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
1SB
501
1ST Source Bank
Indiana
$913K +$1.3K +33 +0.1%
GIM
502
Groesbeck Investment Management
New Jersey
$911K +$465K +11,785 +106%
LIM
503
Leavell Investment Management
Alabama
$903K +$2.17K +55 +0.2%
PAS
504
Park Avenue Securities
New York
$901K -$4.93K -125 -0.5%
IWA
505
Intercontinental Wealth Advisors
Texas
$895K -$12K -303 -1%
MMPW
506
Mitchell McLeod Pugh & Williams
Alabama
$890K +$30.3K +769 +4%
WA
507
Wealth Alliance
New York
$885K -$70.7K -1,792 -7%
NGA
508
Naples Global Advisors
Florida
$883K
CIAS
509
Capital Investment Advisory Services
North Carolina
$881K -$152K -3,849 -15%
FWIA
510
Fort Washington Investment Advisors
Ohio
$880K
WSCM
511
Wellington Shields Capital Management
New York
$877K -$179K -4,541 -17%
MIM
512
MTM Investment Management
South Carolina
$873K +$4.34K +110 +0.5%
DCM
513
Donaldson Capital Management
Indiana
$868K -$154K -3,898 -15%
AWM
514
Adams Wealth Management
Utah
$866K -$114K -2,899 -12%
BWAM
515
Boyd Watterson Asset Management
Ohio
$866K -$473 -12 -0.1%
AP
516
Advisor Partners
California
$865K +$47K +1,192 +6%
BS
517
Boenning & Scattergood
Pennsylvania
$852K -$7.61K -193 -0.9%
PLFAM
518
Pineno Levin & Ford Asset Management
Virginia
$850K -$37.8K -959 -4%
ADMI
519
Albert D. Mason Inc
Massachusetts
$849K -$7.3K -185 -0.9%
Simplex Trading
520
Simplex Trading
Illinois
$849K -$5.36K -136 -0.6%
NFG
521
Next Financial Group
Texas
$848K +$112K +2,843 +15%
WAOTB
522
Wealth Advisors of Tampa Bay
Florida
$843K +$11.4K +290 +1%
GBT
523
Grove Bank & Trust
Florida
$842K -$158 -4 -0%
Prudential Financial
524
Prudential Financial
New Jersey
$842K +$127K +3,208 +18%
FTDI
525
First Trust Direct Indexing
Massachusetts
$842K +$133K +3,375 +19%

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.