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Enbridge

844 hedge funds and large institutions have $33.1B invested in Enbridge in 2018 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 298 increasing their positions, 300 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 63

2% more funds holding

Funds holding: 830844 (+14)

1% less repeat investments, than reductions

Existing positions increased: 298 | Existing positions reduced: 300

0.98% less ownership

Funds ownership: 60.49%59.52% (-0.98%)

18% less capital invested

Capital invested by funds: $40.2B → $33.1B (-$7.14B)

31% less funds holding in top 10

Funds holding in top 10: 4934 (-15)

46% less call options, than puts

Call options by funds: $101M | Put options by funds: $187M

Holders
844
Holders Change
+14
Holders Change %
+1.69%
% of All Funds
19.3%
Holding in Top 10
34
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-30.61%
% of All Funds
0.78%
New
85
Increased
298
Reduced
300
Closed
63
Calls
$101M
Puts
$187M
Net Calls
-$85.1M
Net Calls Change
-$161M
Name Holding Trade Value Shares
Change
Change in
Stake
MSS
526
Mitchell Sinkler & Starr
Pennsylvania
$370K -$34.4K -984 -8%
FI
527
FormulaFolio Investments
Michigan
$367K -$435K -12,454 -52%
RFO
528
RiverGlades Family Offices
Florida
$366K
CAAS
529
Capital Asset Advisory Services
Michigan
$366K +$192K +5,506 +94%
CWS
530
Cypress Wealth Services
California
$365K +$26.6K +762 +7%
MRCM
531
M&R Capital Management
New Jersey
$363K -$4.75K -136 -1%
SWM
532
Stockman Wealth Management
Montana
$363K +$393K +11,250 New
SPIA
533
Steward Partners Investment Advisory
New York
$360K +$22.6K +646 +6%
BFA
534
Bragg Financial Advisors
North Carolina
$353K -$6.42K -184 -2%
BSW
535
Buckingham Strategic Wealth
Missouri
$353K +$382K +10,945 New
TH
536
TCTC Holdings
Texas
$350K
NIPH
537
NN Investment Partners Holdings
Netherlands
$348K -$476K -13,635 -56%
FTC
538
Farmers Trust Company
Ohio
$348K -$74.1K -2,121 -16%
KIA
539
KCM Investment Advisors
California
$347K -$52.1K -1,491 -12%
LNC
540
Lincoln National Corp
Pennsylvania
$346K +$105K +3,009 +39%
GLA
541
Good Life Advisors
Pennsylvania
$345K -$17.4K -499 -4%
KS
542
Karpas Strategies
Connecticut
$343K
Cohen & Steers
543
Cohen & Steers
New York
$339K +$150K +4,300 +69%
ONST
544
Old North State Trust
North Carolina
$339K +$362K +10,373 New
MNG
545
Manning & Napier Group
New York
$336K +$364K +10,418 New
TA
546
Tiedemann Advisors
New York
$334K -$1.89M -54,014 -84%
Wolverine Trading
547
Wolverine Trading
Illinois
$334K +$361K +10,329 New
RCM
548
Riverhead Capital Management
Delaware
$333K +$314K +9,000 +600%
PFM
549
Peak Financial Management
Massachusetts
$331K +$9.32K +267 +3%
WF
550
Welch & Forbes
Massachusetts
$326K -$38.9K -1,115 -10%

ENB Hedge Fund Activity: Q3 2018 in Review

844 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q3 2018, worth a combined $33.1B — down 18% from $40.2B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new ENB positions and 63 closed out — a net gain of 22 holders — while 298 added to existing stakes and 300 trimmed.

The largest buyer was Capital International Investors, adding an estimated $1.5B. The largest seller was Capital World Investors, cutting an estimated $1.2B.

  • 844 institutional investors held Enbridge (ENB) as of Q3 2018, up from 830 in Q2 2018.
  • Funds reported $33.1B of Enbridge stock for Q3 2018, down 18% quarter-over-quarter.
  • 85 funds opened new Enbridge positions in Q3 2018 and 63 closed out, a net change of +22 holders.
  • The largest Enbridge buyer in Q3 2018 was Capital International Investors, an estimated $1.5B added.
  • The largest Enbridge seller in Q3 2018 was Capital World Investors, an estimated $1.2B sold.

Based on aggregated 13F filings for Q3 2018.