We are live on ! Find out more
ENB icon

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
APA
526
American Portfolios Advisors
New York
$635K +$88.2K +2,899 +17%
CAG
527
Csenge Advisory Group
Florida
$632K -$85K -2,794 -12%
CM
528
Castleark Management
Illinois
$631K -$402K -13,205 -40%
AWC
529
Abundance Wealth Counselors
Pennsylvania
$627K +$596K +19,600 New
PAS
530
Park Avenue Securities
New York
$625K +$40.5K +1,330 +7%
FPB
531
First PREMIER Bank
South Dakota
$624K +$10.6K +350 +2%
CWG
532
Cornerstone Wealth Group
North Carolina
$620K
AT
533
Arden Trust
Delaware
$618K -$70.5K -2,317 -11%
WHG
534
Westwood Holdings Group
Texas
$613K -$9.68K -318 -2%
MHS
535
M Holdings Securities
Oregon
$611K +$52.6K +1,728 +10%
CCWA
536
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$604K +$3.04K +100 +0.5%
SIC
537
Salem Investment Counselors
North Carolina
$592K +$24.7K +813 +5%
NP
538
Ninepoint Partners
Ontario, Canada
$592K +$563K +18,509 New
LOAMS
539
Lombard Odier Asset Management (Switzerland)
Switzerland
$586K -$15.8K -518 -3%
CG
540
CFO4Life Group
Texas
$585K +$20.8K +685 +4%
LOAME
541
Lombard Odier Asset Management (Europe)
United Kingdom
$583K
SWM
542
Salvus Wealth Management
New Jersey
$575K +$524K +17,232 New
QI
543
QS Investors
New York
$569K
LNC
544
Lincoln National Corp
Pennsylvania
$568K +$29.8K +978 +6%
BNP Paribas Financial Markets
545
BNP Paribas Financial Markets
France
$567K +$77.9K +2,561 +17%
LSA
546
Leonteq Securities AG
Switzerland
$564K +$536K +17,612 New
EARNEST Partners
547
EARNEST Partners
Georgia
$559K -$42.2K -1,388 -7%
GBT
548
Grove Bank & Trust
Florida
$555K +$13.2K +433 +3%
Credit Agricole
549
Credit Agricole
France
$554K +$11K +360 +2%
BPCE
550
Bank Pictet & Cie (Europe)
Germany
$550K +$523K +17,200 New

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.