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Enbridge

830 hedge funds and large institutions have $40.2B invested in Enbridge in 2018 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 282 increasing their positions, 296 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 59

30% more call options, than puts

Call options by funds: $327M | Put options by funds: $250M

26% more funds holding in top 10

Funds holding in top 10: 3949 (+10)

21% more capital invested

Capital invested by funds: $33.1B → $40.2B (+$7.09B)

4% more funds holding

Funds holding: 795830 (+35)

5% less repeat investments, than reductions

Existing positions increased: 282 | Existing positions reduced: 296

1.41% less ownership

Funds ownership: 61.9%60.49% (-1.4%)

Holders
830
Holders Change
+35
Holders Change %
+4.4%
% of All Funds
19%
Holding in Top 10
49
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+25.64%
% of All Funds
1.12%
New
100
Increased
282
Reduced
296
Closed
59
Calls
$327M
Puts
$250M
Net Calls
+$76.2M
Net Calls Change
+$88.1M
Name Holding Trade Value Shares
Change
Change in
Stake
DAS
551
Dynamic Advisor Solutions
Arizona
$304K +$270K +8,531 New
CCA
552
Checchi Capital Advisers
California
$303K -$1.33K -42 -0.5%
CAM
553
CenterStar Asset Management
Illinois
$303K
DAM
554
Doheny Asset Management
California
$302K
PNC
555
Park National Corp
Ohio
$300K -$664K -20,956 -71%
BAM
556
Brave Asset Management
New Jersey
$299K
MF
557
MHI Funds
New York
$298K -$1.87M -58,888 -88%
CL
558
CPWM LLC
Washington
$298K -$574K -18,136 -68%
PGFC
559
Peapack-Gladstone Financial Corp
New Jersey
$297K -$20.1K -635 -7%
MWP
560
MYCIO Wealth Partners
Pennsylvania
$296K -$52.7K -1,663 -17%
SS
561
Sunbelt Securities
Texas
$296K +$262K +8,282 New
SMFS
562
Squar Milner Financial Services
California
$295K +$40.5K +1,280 +18%
PFS
563
Prospera Financial Services
Texas
$293K +$31.1K +981 +14%
FCCM
564
First City Capital Management
Georgia
$290K -$7.79K -246 -3%
SC
565
Schulhoff & Co
Ohio
$287K -$24.3K -767 -9%
MBT
566
Montecito Bank & Trust
California
$285K -$130K -4,119 -34%
FT
567
Fiduciary Trust
Massachusetts
$285K -$15.4K -486 -6%
THWM
568
Taylor Hoffman Wealth Management
Virginia
$284K -$10.1K -319 -4%
HAG
569
HighPoint Advisor Group
Illinois
$282K +$45.2K +1,427 +21%
WCAMG
570
Woodard & Company Asset Management Group
North Carolina
$282K +$250K +7,888 New
WJA
571
Williams Jones & Associates
New York
$277K
LNC
572
Lincoln National Corp
Pennsylvania
$276K -$82.6K -2,608 -25%
LCM
573
Lucas Capital Management
New Jersey
$275K
WP
574
WealthPLAN Partners
Nebraska
$273K +$8.58K +271 +4%
Koshinski Asset Management
575
Koshinski Asset Management
Illinois
$269K +$239K +7,539 New

ENB Hedge Fund Activity: Q2 2018 in Review

830 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q2 2018, worth a combined $40.2B — up 21% from $33.1B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new ENB positions and 59 closed out — a net gain of 41 holders — while 282 added to existing stakes and 296 trimmed.

The largest buyer was Fidelity International, opening a new position worth an estimated $484M. The largest seller was Mackenzie Financial, cutting an estimated $463M.

  • 830 institutional investors held Enbridge (ENB) as of Q2 2018, up from 795 in Q1 2018.
  • Funds reported $40.2B of Enbridge stock for Q2 2018, up 21% quarter-over-quarter.
  • 100 funds opened new Enbridge positions in Q2 2018 and 59 closed out, a net change of +41 holders.
  • The largest Enbridge buyer in Q2 2018 was Fidelity International, an estimated $484M added.
  • The largest Enbridge seller in Q2 2018 was Mackenzie Financial, an estimated $463M sold.

Based on aggregated 13F filings for Q2 2018.