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Enbridge

1,109 hedge funds and large institutions have $39.8B invested in Enbridge in 2021 Q2 according to their latest regulatory filings, with 130 funds opening new positions, 460 increasing their positions, 329 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 63

40% more repeat investments, than reductions

Existing positions increased: 460 | Existing positions reduced: 329

32% more call options, than puts

Call options by funds: $626M | Put options by funds: $473M

8% more capital invested

Capital invested by funds: $36.9B → $39.8B (+$2.95B)

6% more funds holding

Funds holding: 1,0471,109 (+62)

0.75% less ownership

Funds ownership: 49.65%48.91% (-0.75%)

5% less funds holding in top 10

Funds holding in top 10: 4442 (-2)

Holders
1,109
Holders Change
+62
Holders Change %
+5.92%
% of All Funds
19.3%
Holding in Top 10
42
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.55%
% of All Funds
0.73%
New
130
Increased
460
Reduced
329
Closed
63
Calls
$626M
Puts
$473M
Net Calls
+$153M
Net Calls Change
+$46.8M
Name Holding Trade Value Shares
Change
Change in
Stake
MW
551
Marcum Wealth
Ohio
$713K +$54.6K +1,410 +9%
FTDI
552
First Trust Direct Indexing
Massachusetts
$712K +$106K +2,745 +18%
APA
553
American Portfolios Advisors
New York
$706K -$67.8K -1,753 -9%
CIA
554
Capital Investment Advisors
Georgia
$705K +$345K +8,928 +103%
Carson Wealth (CWM LLC)
555
Carson Wealth (CWM LLC)
Nebraska
$704K
CAM
556
Claret Asset Management
Quebec, Canada
$703K -$99.1K -2,561 -13%
OIA
557
OneDigital Investment Advisors
Kansas
$701K -$105K -2,726 -13%
CCWA
558
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$693K -$19.4K -502 -3%
BPCE
559
Bank Pictet & Cie (Europe)
Germany
$689K
FWM
560
Frontier Wealth Management
Missouri
$684K +$55.3K +1,429 +9%
WI
561
WrapManager Inc
California
$682K +$6.38K +165 +1%
SEC
562
Seven Eight Capital
New York
$680K +$658K +16,994 New
CG
563
CFO4Life Group
Texas
$675K +$2.9K +75 +0.4%
CPIA
564
Cornell Pochily Investment Advisors
New York
$666K +$37.1K +958 +6%
SWP
565
Stratos Wealth Partners
Ohio
$662K +$70.3K +1,816 +12%
WB
566
WesBanco Bank
West Virginia
$659K +$64.7K +1,671 +11%
ANRIA
567
American National Registered Investment Advisor
Texas
$657K -$1.86K -48 -0.3%
WFMPM
568
Woodley Farra Manion Portfolio Management
Indiana
$646K -$23.2K -600 -4%
DP
569
Dearborn Partners
Illinois
$646K
CST
570
Charles Schwab Trust
Nevada
$646K +$193K +5,000 +45%
HAG
571
HighPoint Advisor Group
Illinois
$641K +$106K +2,743 +21%
BC
572
Bridgefront Capital
Texas
$640K +$239K +6,180 +63%
HH
573
Hilltop Holdings
Texas
$639K +$74.9K +1,936 +14%
HAS
574
HBW Advisory Services
California
$637K +$245K +6,343 +66%
AAA
575
Adams Asset Advisors
Texas
$634K

ENB Hedge Fund Activity: Q2 2021 in Review

1,109 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q2 2021, worth a combined $39.8B — up 8% from $36.9B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new ENB positions and 63 closed out — a net gain of 67 holders — while 460 added to existing stakes and 329 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $675M. The largest seller was Jarislowsky, Fraser Ltd, cutting an estimated $529M.

  • 1,109 institutional investors held Enbridge (ENB) as of Q2 2021, up from 1,047 in Q1 2021.
  • Funds reported $39.8B of Enbridge stock for Q2 2021, up 8% quarter-over-quarter.
  • 130 funds opened new Enbridge positions in Q2 2021 and 63 closed out, a net change of +67 holders.
  • The largest Enbridge buyer in Q2 2021 was Bank of Montreal, an estimated $675M added.
  • The largest Enbridge seller in Q2 2021 was Jarislowsky, Fraser Ltd, an estimated $529M sold.

Based on aggregated 13F filings for Q2 2021.