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Enbridge

973 hedge funds and large institutions have $32.9B invested in Enbridge in 2020 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 334 increasing their positions, 426 reducing their positions, and 171 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.02% more ownership

Funds ownership: 55.8%55.82% (+0.02%)

9% less call options, than puts

Call options by funds: $291M | Put options by funds: $320M

6% less funds holding in top 10

Funds holding in top 10: 6359 (-4)

12% less funds holding

Funds holding: 1,100973 (-127)

22% less repeat investments, than reductions

Existing positions increased: 334 | Existing positions reduced: 426

27% less capital invested

Capital invested by funds: $45B → $32.9B (-$12.2B)

64% less first-time investments, than exits

New positions opened: 61 | Existing positions closed: 171

Holders
973
Holders Change
-127
Holders Change %
-11.55%
% of All Funds
21.44%
Holding in Top 10
59
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-6.35%
% of All Funds
1.3%
New
61
Increased
334
Reduced
426
Closed
171
Calls
$291M
Puts
$320M
Net Calls
-$29.6M
Net Calls Change
-$255M
Name Holding Trade Value Shares
Change
Change in
Stake
FI
551
FormulaFolio Investments
Michigan
$484K +$170K +4,600 +38%
Cetera Investment Advisers
552
Cetera Investment Advisers
Illinois
$482K -$77.3K -2,086 -11%
ACWM
553
Adams Chetwood Wealth Management
North Carolina
$481K -$35.4K -956 -6%
SIC
554
Salem Investment Counselors
North Carolina
$480K +$7.26K +196 +1%
CG
555
Caprock Group
Idaho
$480K +$354K +9,558 +137%
ANRIA
556
American National Registered Investment Advisor
Texas
$478K -$1.3K -35 -0.2%
CA
557
CastleArk Alternatives
Illinois
$477K -$3.15M -85,010 -84%
JFA
558
JNBA Financial Advisors
Minnesota
$476K -$5.52K -149 -0.9%
CC
559
Cedar Capital
Illinois
$473K -$50.1K -1,353 -8%
DP
560
Dearborn Partners
Illinois
$469K +$21.3K +575 +4%
CCA
561
Checchi Capital Advisers
California
$468K +$151K +4,065 +34%
AAA
562
Adams Asset Advisors
Texas
$460K -$1.31M -35,290 -69%
CAAS
563
Capital Asset Advisory Services
Michigan
$455K +$29.2K +789 +6%
CB
564
CNB Bank
Pennsylvania
$450K +$186K +5,032 +48%
BGCP
565
Bristol Gate Capital Partners
Ontario, Canada
$448K +$161K +4,352 +39%
MFG
566
Magnus Financial Group
New York
$444K +$566K +15,275 New
WQ
567
Wealth Quarterback
New Jersey
$441K -$2.72M -73,398 -81%
AT
568
Arden Trust
Delaware
$437K +$81K +2,185 +17%
ACM
569
Ayrshire Capital Management
Connecticut
$436K -$21.4K -577 -4%
LFAS
570
Level Four Advisory Services
Texas
$436K +$35.3K +952 +7%
DBRC
571
D.B. Root & Company
Pennsylvania
$434K +$60.6K +1,635 +12%
WJWM
572
Williams Jones Wealth Management
New York
$434K +$254K +6,858 +85%
DLCIG
573
D.L. Carlson Investment Group
New Hampshire
$432K -$120K -3,251 -18%
HH
574
Hilltop Holdings
Texas
$431K +$288K +7,766 +110%
LNC
575
Lincoln National Corp
Pennsylvania
$427K -$44.1K -1,191 -8%

ENB Hedge Fund Activity: Q1 2020 in Review

973 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q1 2020, worth a combined $32.9B — down 27% from $45B a quarter earlier.

Sellers outnumbered buyers: 171 funds closed out of ENB and 61 opened new positions — a net loss of 110 holders — while 426 trimmed existing stakes and 334 added.

The largest buyer was Capital International Investors, adding an estimated $1.04B. The largest seller was Capital Research Global Investors, cutting an estimated $653M.

  • 973 institutional investors held Enbridge (ENB) as of Q1 2020, down from 1,100 in Q4 2019.
  • Funds reported $32.9B of Enbridge stock for Q1 2020, down 27% quarter-over-quarter.
  • 61 funds opened new Enbridge positions in Q1 2020 and 171 closed out, a net change of -110 holders.
  • The largest Enbridge buyer in Q1 2020 was Capital International Investors, an estimated $1.04B added.
  • The largest Enbridge seller in Q1 2020 was Capital Research Global Investors, an estimated $653M sold.

Based on aggregated 13F filings for Q1 2020.