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Enbridge

1,047 hedge funds and large institutions have $36.9B invested in Enbridge in 2021 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 410 increasing their positions, 330 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 82

44% more call options, than puts

Call options by funds: $347M | Put options by funds: $241M

24% more repeat investments, than reductions

Existing positions increased: 410 | Existing positions reduced: 330

10% more funds holding in top 10

Funds holding in top 10: 4044 (+4)

10% more capital invested

Capital invested by funds: $33.6B → $36.9B (+$3.3B)

3% more funds holding

Funds holding: 1,0151,047 (+32)

1.8% less ownership

Funds ownership: 51.46%49.65% (-1.8%)

Holders
1,047
Holders Change
+32
Holders Change %
+3.15%
% of All Funds
18.38%
Holding in Top 10
44
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10%
% of All Funds
0.77%
New
123
Increased
410
Reduced
330
Closed
82
Calls
$347M
Puts
$241M
Net Calls
+$107M
Net Calls Change
+$26.7M
Name Holding Trade Value Shares
Change
Change in
Stake
MW
551
Marcum Wealth
Ohio
$597K +$288K +8,197 +100%
PFPT
552
Pinnacle Financial Partners (Tennessee)
Tennessee
$590K +$43.6K +1,240 +8%
DP
553
Dearborn Partners
Illinois
$587K
WJWM
554
Williams Jones Wealth Management
New York
$587K +$123K +3,500 +28%
AAA
555
Adams Asset Advisors
Texas
$576K
CPIA
556
Cornell Pochily Investment Advisors
New York
$571K +$14.3K +406 +3%
FWM
557
Frontier Wealth Management
Missouri
$570K -$24.9K -709 -4%
Pacer Advisors
558
Pacer Advisors
Pennsylvania
$560K -$48.8K -1,389 -8%
CCA
559
Checchi Capital Advisers
California
$549K +$54.6K +1,554 +11%
FTDI
560
First Trust Direct Indexing
Massachusetts
$547K +$3.76K +107 +0.7%
KMWM
561
Keudell/Morrison Wealth Management
Oregon
$547K +$109K +3,096 +26%
SCA
562
Sippican Capital Advisors
Massachusetts
$544K +$55.4K +1,575 +12%
Prudential Financial
563
Prudential Financial
New Jersey
$544K +$143K +4,062 +37%
SDAM
564
Shulman DeMeo Asset Management
New York
$542K +$76.5K +2,175 +17%
WB
565
WesBanco Bank
West Virginia
$538K +$519K +14,771 New
AWA
566
Arete Wealth Advisors
Illinois
$536K -$44K -1,252 -8%
SWP
567
Stratos Wealth Partners
Ohio
$536K -$8.3K -236 -2%
SIC
568
Salem Investment Counselors
North Carolina
$535K -$134K -3,814 -21%
MCM
569
MAI Capital Management
Ohio
$532K +$183K +5,215 +56%
CWS
570
Cypress Wealth Services
California
$529K -$7.07K -201 -1%
BCM
571
Blume Capital Management
California
$528K +$483K +13,750 +1,843%
ACM
572
Azimuth Capital Management
Michigan
$527K -$7.42K -211 -1%
GWAG
573
Garrett Wealth Advisory Group
Texas
$524K -$6.33K -180 -1%
IF
574
Intrua Financial
Texas
$522K +$487K +13,857 New
CIMLRA
575
CBRE Investment Management Listed Real Assets
Pennsylvania
$516K -$66K -1,877 -12%

ENB Hedge Fund Activity: Q1 2021 in Review

1,047 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q1 2021, worth a combined $36.9B — up 9.8% from $33.6B a quarter earlier.

Buyers outnumbered sellers: 123 funds opened new ENB positions and 82 closed out — a net gain of 41 holders — while 410 added to existing stakes and 330 trimmed.

The largest buyer was Mackenzie Financial, adding an estimated $294M. The largest seller was Bank of Montreal, cutting an estimated $671M.

  • 1,047 institutional investors held Enbridge (ENB) as of Q1 2021, up from 1,015 in Q4 2020.
  • Funds reported $36.9B of Enbridge stock for Q1 2021, up 9.8% quarter-over-quarter.
  • 123 funds opened new Enbridge positions in Q1 2021 and 82 closed out, a net change of +41 holders.
  • The largest Enbridge buyer in Q1 2021 was Mackenzie Financial, an estimated $294M added.
  • The largest Enbridge seller in Q1 2021 was Bank of Montreal, an estimated $671M sold.

Based on aggregated 13F filings for Q1 2021.