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Enbridge

1,090 hedge funds and large institutions have $40.1B invested in Enbridge in 2021 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 445 increasing their positions, 344 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 445 | Existing positions reduced: 344

5% more funds holding in top 10

Funds holding in top 10: 4244 (+2)

0.72% more ownership

Funds ownership: 48.91%49.62% (+0.72%)

1% more capital invested

Capital invested by funds: $39.8B → $40.1B (+$241M)

4% less first-time investments, than exits

New positions opened: 78 | Existing positions closed: 81

2% less funds holding

Funds holding: 1,1091,090 (-19)

24% less call options, than puts

Call options by funds: $725M | Put options by funds: $960M

Holders
1,090
Holders Change
-19
Holders Change %
-1.71%
% of All Funds
19.08%
Holding in Top 10
44
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.76%
% of All Funds
0.77%
New
78
Increased
445
Reduced
344
Closed
81
Calls
$725M
Puts
$960M
Net Calls
-$235M
Net Calls Change
-$388M
Name Holding Trade Value Shares
Change
Change in
Stake
IWP
551
Icon Wealth Partners
Texas
$724K -$12.3K -313 -2%
GCM
552
Gibraltar Capital Management
Oklahoma
$723K +$276 +7 +0%
APC
553
Aspire Private Capital
North Carolina
$723K +$163K +4,142 +30%
CAM
554
Claret Asset Management
Quebec, Canada
$721K +$22.2K +562 +3%
CCWA
555
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$719K +$29.3K +742 +4%
LOAMS
556
Lombard Odier Asset Management (Switzerland)
Switzerland
$718K -$30.4K -772 -4%
OIA
557
OneDigital Investment Advisors
Kansas
$709K +$12.1K +307 +2%
NRS
558
Neville Rodie & Shaw
New York
$708K -$59.2K -1,500 -8%
HH
559
Hilltop Holdings
Texas
$696K +$60.3K +1,529 +10%
TF
560
Trek Financial
Arizona
$689K +$89K +2,257 +15%
BSW
561
Buckingham Strategic Wealth
Missouri
$687K +$85.7K +2,174 +14%
BPCE
562
Bank Pictet & Cie (Europe)
Germany
$685K
CG
563
CFO4Life Group
Texas
$685K +$13.6K +346 +2%
DP
564
Dearborn Partners
Illinois
$674K +$31.6K +800 +5%
WI
565
WrapManager Inc
California
$672K -$5.25K -133 -0.8%
FFS
566
Founders Financial Securities
Maryland
$666K +$62.3K +1,579 +10%
GIBU
567
Gulf International Bank (UK)
United Kingdom
$653K -$208K -5,266 -24%
ANRIA
568
American National Registered Investment Advisor
Texas
$652K -$986 -25 -0.2%
CFGS
569
Concourse Financial Group Securities
Alabama
$647K +$104K +2,626 +19%
HI
570
Horizon Investments
North Carolina
$645K -$1.84M -46,621 -74%
BCM
571
Blume Capital Management
California
$636K +$70K +1,775 +13%
SBH
572
Segall Bryant & Hamill
Illinois
$636K +$101K +2,555 +19%
Pacer Advisors
573
Pacer Advisors
Pennsylvania
$632K +$20.4K +517 +3%
MA
574
MUFG Americas
New York
$631K +$151K +3,830 +32%
BCM
575
Bluefin Capital Management
New York
$631K +$158K +4,000 +34%

ENB Hedge Fund Activity: Q3 2021 in Review

1,090 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q3 2021, worth a combined $40.1B — up 0.61% from $39.8B a quarter earlier.

Sellers outnumbered buyers: 81 funds closed out of ENB and 78 opened new positions — a net loss of 3 holders — while 344 trimmed existing stakes and 445 added.

The largest buyer was Bank of Montreal, adding an estimated $337M. The largest seller was Jarislowsky, Fraser Ltd, cutting an estimated $378M.

  • 1,090 institutional investors held Enbridge (ENB) as of Q3 2021, down from 1,109 in Q2 2021.
  • Funds reported $40.1B of Enbridge stock for Q3 2021, up 0.61% quarter-over-quarter.
  • 78 funds opened new Enbridge positions in Q3 2021 and 81 closed out, a net change of -3 holders.
  • The largest Enbridge buyer in Q3 2021 was Bank of Montreal, an estimated $337M added.
  • The largest Enbridge seller in Q3 2021 was Jarislowsky, Fraser Ltd, an estimated $378M sold.

Based on aggregated 13F filings for Q3 2021.