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Enbridge

966 hedge funds and large institutions have $33.3B invested in Enbridge in 2020 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 315 increasing their positions, 415 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more call options, than puts

Call options by funds: $309M | Put options by funds: $218M

4% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 83

1% more capital invested

Capital invested by funds: $32.9B → $33.3B (+$406M)

1% less funds holding

Funds holding: 973966 (-7)

1.81% less ownership

Funds ownership: 55.82%54.01% (-1.8%)

24% less repeat investments, than reductions

Existing positions increased: 315 | Existing positions reduced: 415

29% less funds holding in top 10

Funds holding in top 10: 5942 (-17)

Holders
966
Holders Change
-7
Holders Change %
-0.72%
% of All Funds
19.81%
Holding in Top 10
42
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-28.81%
% of All Funds
0.86%
New
86
Increased
315
Reduced
415
Closed
83
Calls
$309M
Puts
$218M
Net Calls
+$91.2M
Net Calls Change
+$121M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
576
Wealth Alliance
New York
$448K +$130K +4,218 +40%
SKK
577
Shepherd Kaplan Krochuk
Massachusetts
$444K
GG
578
Gofen & Glossberg
Illinois
$433K -$9.37K -305 -2%
OSAM
579
O'Shaughnessy Asset Management
Connecticut
$433K +$322K +10,492 +281%
GLLW
580
Graves Light Lenhart Wealth
Virginia
$429K -$676 -22 -0.2%
Lido Advisors
581
Lido Advisors
California
$429K +$173K +5,640 +67%
GWAG
582
Garrett Wealth Advisory Group
Texas
$426K +$4.67K +152 +1%
CWS
583
Cypress Wealth Services
California
$420K +$55K +1,790 +15%
CC
584
Cedar Capital
Illinois
$418K -$77.6K -2,525 -16%
FPS
585
Fieldpoint Private Securities
Connecticut
$418K +$58.5K +1,903 +16%
FAM
586
Formidable Asset Management
Ohio
$417K +$27.7K +903 +7%
CT
587
Coastline Trust
Rhode Island
$414K -$27.3K -890 -6%
UR
588
USCA RIA
Texas
$412K
SAG
589
Spotlight Asset Group
Illinois
$411K -$22.9K -745 -5%
MFG
590
Magnus Financial Group
New York
$408K -$56.8K -1,850 -12%
HH
591
Hilltop Holdings
Texas
$408K -$42.2K -1,375 -9%
PCC
592
Park Circle Company
Maryland
$408K
SBIA
593
Sheaff Brock Investment Advisors
Indiana
$407K -$441K -14,340 -52%
YWP
594
YorkBridge Wealth Partners
New York
$407K -$4.58K -149 -1%
FMBTD
595
First Midwest Bank Trust Division
Illinois
$405K -$116K -3,767 -22%
SSG
596
Summit Securities Group
New York
$405K +$49.2K +1,600 +14%
LFAS
597
Level Four Advisory Services
Texas
$399K -$61.7K -2,009 -13%
PPSG
598
Princeton Portfolio Strategies Group
New Jersey
$399K -$38.9K -1,266 -9%
SCA
599
Sippican Capital Advisors
Massachusetts
$397K
GAAM
600
Guinness Atkinson Asset Management
California
$395K

ENB Hedge Fund Activity: Q2 2020 in Review

966 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Enbridge (ENB) for Q2 2020, worth a combined $33.3B — up 1.2% from $32.9B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new ENB positions and 83 closed out — a net gain of 3 holders — while 315 added to existing stakes and 415 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $608M. The largest seller was Capital International Investors, cutting an estimated $1.77B.

  • 966 institutional investors held Enbridge (ENB) as of Q2 2020, down from 973 in Q1 2020.
  • Funds reported $33.3B of Enbridge stock for Q2 2020, up 1.2% quarter-over-quarter.
  • 86 funds opened new Enbridge positions in Q2 2020 and 83 closed out, a net change of +3 holders.
  • The largest Enbridge buyer in Q2 2020 was T. Rowe Price Associates, an estimated $608M added.
  • The largest Enbridge seller in Q2 2020 was Capital International Investors, an estimated $1.77B sold.

Based on aggregated 13F filings for Q2 2020.