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Enbridge

964 hedge funds and large institutions have $36B invested in Enbridge in 2018 Q4 according to their latest regulatory filings, with 204 funds opening new positions, 424 increasing their positions, 233 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

172% more first-time investments, than exits

New positions opened: 204 | Existing positions closed: 75

85% more funds holding in top 10

Funds holding in top 10: 3463 (+29)

82% more repeat investments, than reductions

Existing positions increased: 424 | Existing positions reduced: 233

14% more funds holding

Funds holding: 844964 (+120)

9% more capital invested

Capital invested by funds: $33.1B → $36B (+$2.94B)

2.19% less ownership

Funds ownership: 59.52%57.32% (-2.2%)

13% less call options, than puts

Call options by funds: $130M | Put options by funds: $148M

Holders
964
Holders Change
+120
Holders Change %
+14.22%
% of All Funds
21.48%
Holding in Top 10
63
Holding in Top 10 Change
+29
Holding in Top 10 Change %
+85.29%
% of All Funds
1.4%
New
204
Increased
424
Reduced
233
Closed
75
Calls
$130M
Puts
$148M
Net Calls
-$18.8M
Net Calls Change
+$66.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BUB
526
BBVA USA Bancshares
Texas
$531K +$549K +17,076 New
CA
527
Cetera Advisors
Colorado
$526K +$110K +3,417 +25%
NGA
528
Naples Global Advisors
Florida
$525K +$486K +15,121 New
AFG
529
American Financial Group
Ohio
$521K +$539K +16,750 New
JSL
530
JT Stratford LLC
Georgia
$520K -$4.05K -126 -0.7%
CCWA
531
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$520K +$19.7K +614 +4%
DAC
532
Dividend Assets Capital
South Carolina
$520K +$538K +16,739 New
CG
533
CFO4Life Group
Texas
$519K +$537K +16,706 New
DAS
534
Dynamic Advisor Solutions
Arizona
$517K +$147K +4,564 +47%
GIM
535
Groesbeck Investment Management
New Jersey
$510K +$528K +16,410 New
DP
536
Dearborn Partners
Illinois
$505K +$243K +7,553 +87%
VAM
537
Visionary Asset Management
Texas
$494K +$8.71K +271 +2%
GG
538
Gofen & Glossberg
Illinois
$493K -$57.6K -1,791 -10%
FPS
539
Fieldpoint Private Securities
Connecticut
$490K +$32.2K +1,000 +7%
JFA
540
JNBA Financial Advisors
Minnesota
$484K +$348K +10,830 +228%
PPSG
541
Princeton Portfolio Strategies Group
New Jersey
$482K +$71.5K +2,224 +17%
LFAS
542
Level Four Advisory Services
Texas
$478K +$190K +5,908 +62%
MA
543
Mutual Advisors
Nebraska
$478K +$494K +15,366 New
B
544
Bailard
California
$477K +$39K +1,213 +9%
KA
545
Kovack Advisors
Florida
$475K +$102K +3,172 +26%
BCM
546
Birmingham Capital Management
Alabama
$474K -$487K -15,153 -50%
SFM
547
Signet Financial Management
New Jersey
$474K +$4.57K +142 +0.9%
Cetera Investment Advisers
548
Cetera Investment Advisers
Illinois
$470K +$103K +3,200 +27%
MIM
549
Montgomery Investment Management
Maryland
$469K -$3.15K -98 -0.6%
RB
550
Rodgers Brothers
Pennsylvania
$468K -$89.7K -2,789 -16%

ENB Hedge Fund Activity: Q4 2018 in Review

964 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q4 2018, worth a combined $36B — up 8.9% from $33.1B a quarter earlier.

Buyers outnumbered sellers: 204 funds opened new ENB positions and 75 closed out — a net gain of 129 holders — while 424 added to existing stakes and 233 trimmed.

The largest buyer was Fidelity International, adding an estimated $631M. The largest seller was OMERS Administration Corp, cutting an estimated $190M.

  • 964 institutional investors held Enbridge (ENB) as of Q4 2018, up from 844 in Q3 2018.
  • Funds reported $36B of Enbridge stock for Q4 2018, up 8.9% quarter-over-quarter.
  • 204 funds opened new Enbridge positions in Q4 2018 and 75 closed out, a net change of +129 holders.
  • The largest Enbridge buyer in Q4 2018 was Fidelity International, an estimated $631M added.
  • The largest Enbridge seller in Q4 2018 was OMERS Administration Corp, an estimated $190M sold.

Based on aggregated 13F filings for Q4 2018.